FINANCIAL MARKETING INSIGHTS
Millennial Financial Wellness in 2025: What the Numbers—and Voices—Reveal
If you ask a millennial how they feel about their financial wellness, you’re likely to get a nuanced answer—one that blends hope, anxiety and a healthy dose of realism. The May 2025 survey of Banktastic’s National Millennial Advisory Board offers a look at how millennials rate their own financial wellness, what keeps them up at night and what they wish financial brands would do differently.
The echoing silence of my bank breakup
WOW. They should have seen it coming because I closed three accounts over a period of about three months. Apparently, they didn’t see it—or maybe they just didn’t care, even after 20 years of my business.
In these days when financial institutions are looking everywhere for deposits, fee income and other revenue streams, I’m shocked to have slipped away from this bank without someone noticing.
Fresh insights for lenders on millennial homeownership goals
What drives millenial choices of where to live and how they approach sharing living spaces? And how can banks and credit unions better serve them?
A recent survey with the Banktastic National Millennial Advisory Board reveals new insights on how this generation is navigating homeownership decisions—and how lenders must look at things differently.
Common bank branding mistakes and what to do instead
There are so many financial institutions with similar names and similar promises that confusion runs rampant. Marketers don’t have the luxury of going along with the status quo. They must be strategic and disciplined to differentiate and build equity and value for their financial brand.
Here are some common branding mistakes—and ways to avoid them.
Four branding models every bank marketer should know (and which one to avoid)
In a world where many financial institutions struggle to stand out, many fall into the trap of promoting the same products, rates and generic promises as their competitors. That’s a commodity position and a race to the bottom.
Real brand differentiation requires a disciplined, strategic approach. And it starts with a framework: what kind of institution are we—and what do we want people to think about us?
