• Jun 27, 2019

    Attracting millennials by attacking their challenges

    Faced with a crush of serious financial realities, millennials need forward-thinking banks to help them gain a firm footing in life.

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  • Attracting millennials by attacking their challenges

    Jun 27, 2019

    Faced with a crush of serious financial realities, millennials need forward-thinking banks to help them gain a firm footing in life.

    Read More
  • File under ‘opportunity’: Attracting customers who lack credit records

    Eric Hathaway Aug 24, 2018

    Yes, there are risks to working with people with thin (or no) credit histories. Enter alternative data.

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  • Give the customers what they want: Less and more

    Patrick Sanders
    Patrick Sanders Jul 16, 2018

    Customers want face-to-face help with vexing problems and to be left alone to tackle simple tasks. But oddly, some banks can’t tell the difference.

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  • From saving time to time to save: The role money plays in millennial lives

    Karen Salamone Apr 12, 2018

    Banks and credit unions that get past negative stereotypes will find opportunities to help young adults as they build business.

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  • How wise wealth managers can attract skeptical millennials

    Craig Guillot
    Craig Guillot Mar 29, 2018

    They’ll inherit more wealth than any generation in history. But post-recession, they distrust financial advisors. Here’s how to change that.

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  • Why smart banks value slow money

    Ed Lawler headshot
    Edmund Lawler Aug 17, 2017

    Cognizant study finds financial institutions can strengthen relationships by focusing on customers’ longer-term, ‘slow money’ concerns.

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  • For marketing efforts on the move, it’s time to unpack the use case

    George Warfel
    George Warfel Jun 22, 2017

    Consumers have lots of choices and short attention spans.

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