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 […]

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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

Read More

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

Read More

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

Read More

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.

Read More

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.

Read More