The largest adult generation—Millennials—have low levels of financial literacy, holding them back from achieving their financial goals. Banks, credit unions and advisors offer plenty of needed services, but they don't currently offer the education that is the point of entry for many of these potential customers.
Build stronger, stickier relationships with financial educations
Alexandra Reilly, CFMP, shares insights from the Banktastic National Millennial Advisory Board on how financial institutions can provide the much needed—and much desired—financial education to millennial customers that builds trust, loyalty and deeper financial relationships.
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Find out more about putting our National Millennial Advisory Board to work for your brand. Want to test a product idea or marketing campaign? Need insights about your employer brand? We help Banktastic clients with focus groups, surveys and other strategies to help them reach and engage the vital millennial audience. Find out more: contact Martha Bartlett Piland by