FINANCIAL MARKETING INSIGHTS
A role for banks: helping millennials teach their kids about money
You’ve heard it many times: millennials want financial education. What’s not talked about nearly as often: how to help millennials provide valuable financial education to their own children.
For many millennials, teaching their children about finance is important to help prevent passing on any financial trauma they experienced because they weren’t taught.
6 Powerful Strategies Bank Marketers Use to Earn C-Suite Buy-In
Look anywhere: books, podcasts and social posts, and you’ll see much discussion about how marketers can get a seat the the decision-making table for their financial brand.
Is there a magic formula? A secret recipe?
So you have great service—what's actually different about your bank brand?
Great service! We know your name! Our people are the best.
These are the answers we often get when asking leaders at a financial institution what’s different about their brand. Unfortunately, that’s not the strong value proposition they think it is.
Millennials and real estate investing: some things many bankers don’t know
It’s well known that many millennials are drawn to investing in real estate as a means to build generational wealth and establish passive income streams. Some reports say that 55 percent of millennials are interested in investing in real estate—the highest percentage of all generational segments.
How banks can prepare and adapt for Gen Z's expectations
It’s no surprise that Gen Z, the generation born between 1997 and 2012, has a different vision than previous generations for banks serving them now and into the future. In a recent shadow day for college students, we asked six seniors from six different universities to create a bank brand that spoke to them—then detail its offerings.
