Lou Carlozo
Jun 27, 2019

Much has been said about millennials (those born between 1981 and 1996) and how they don’t seem interested in traditional banks—a curious state of affairs, given that people need and use banking services for life. What’s more, millennials in 2019 have abundant financial adventures ahead as they start families, buy homes, invest for retirement and build credit […]

According to Consumer Financial Protection Bureau data (CFPB), roughly 45 million people in the U.

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It used to be that as the competition goes, Bank X was across town.

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Perhaps more than any other generation, millennials embody a slew of contradictions.

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Millennials are too often written off as a generation of overeducated slackers who live at home into their 30s.

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People’s relationship with money is broken: They cite financial challenges as the biggest source of stress in their everyday lives.

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Just as in the movie “Field of Dreams,” financial service leaders sometimes seem to put the product out there and hope they will come.

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The 29 million small businesses in the U.

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Across all industries, the hot question is this: How do businesses attract and retain millennials—the largest generation in American history by a landslide? Nowhere does this question resonate so much as in financial services.

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Millennials, it seems, get the lion’s share of attention these days, especially when it comes to how this first generation of true “mobile natives” will interact with their financial institutions.

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Millennials have fashioned the smartphone into a ubiquitous tool to socialize via Twitter or Instagram or Snapchat; collaborate on projects with Slack; or find and review restaurants on Yelp.

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With the rise of millennials as the largest living generation—and their steady escalation toward becoming the dominant workplace culture—it is increasingly important for financial services marketers to understand the millennial mindset.

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After banks shifted marketing online, they populated their sites with financial advice, success stories of small businesses and tools to calculate useful information from car payments to accounts receivable turnover.

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How do community banks and credit unions best cater to the needs of millennial consumers and business owners? On the first episode of BAI Banking Strategies’ new podcast, we talk with Graham Seel, founder at BankTech Consulting, about the impact millennials and technology have on community-based financial services organizations.

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Customer analytics has received a lot of attention at banks in recent years.

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The rush to mobile platforms and apps might be transforming the banking industry—especially when it comes to attracting and retaining Millennial customers.

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In an article last month, I listed some of the major challenges facing smaller financial institutions.

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Not too long ago in financial services professionals built relationships — and created a positive experience — by meeting the customer in person for coffee or lunch.

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As they overtake Baby Boomers as America’s largest generation, Millennials may not automatically equal mobile tech—but in the banking world, it’s getting pretty close.

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