Millennials Are Disrupting Financial Services

As technology evolves, banks and credit unions will have to work hard to keep pace with millennial banking expectations.

The challenge is finding the right balance between offering convenience packed digital banking features and products, while still delivering a personalized experience that speaks directly to your millennial customers’ needs and desires.

In this report, we cover the following:

  • Opportunities that the millennial generation offers financial institutions
  • Millennial financial priorities
  • Key insights to help you market to millennials
  • Insights and trends into millennial spending
Content Summary

Millennial Money – Insights & Opportunities

Who Are Millennials And Why Should You Care?

Over the next 10 years, 75% of financial customers will be millennials. Understanding this generation has never been more important.

Millennial Money: Good News & Bad News

When it comes to money, millennials often get a bad rap. But as with anything, there are two sides to the story. Explore both to get the full picture.

Evolving Life Goals

Millennial goals are changing. But not necessarily because they want different things from life. Discover why, and what they’re doing about it.

Decoding Their Financial Priorities

Stability, independence, security… Millennials have the same priorities as any other generation, but the way they manage them sets them apart. Learn how they do it.

Three Types Of Millennial Customers, And Their Expectations

Examine three of the biggest opportunities that the millennial generation offers, and gain insights into the services they enjoy.

  • Small Business Owners
  • First Time Home Buyers
  • New Parents

Key Insights

When it comes to targeting millennials, there’s a lot to consider. In the final section, we bring everything together to provide key insights into gaining their business.