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 […]

When Singapore-based OCBC Bank decided it needed to more aggressively pursue the large and growing young adult market in that country, it took what it would call a very “frank” approach to reaching this audience.

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For a good decade or more, when it came to knowing the customer, the banking spirit was willing but the technology was weak.

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Much has been written about the opportunity for banks to advise affluent customers on retirement planning.

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