Is a rebrand in your future? Don’t do anything without this list of five must-ask questions.   GET THE LIST

Segmentation Strategies Archive

Reality Check: Why Your ‘Millennial Strategy’ Might Be Completely Irrelevant

Considering how long it's taken financial marketers to figure out Millennials, banks and credit unions should start thinking about Gen Z now.

More

Making the Millennial Connection Starts By Listening

Millennials make up half of Mountain America Credit Union’s net new member growth and 70% of its workforce. Here’s how they did it.

More

Banking Fails to Meet Needs of Most Valuable Consumer Segment

Meeting the financial needs of the 50+ consumer increases revenues today, while potentially gaining loyalty from Millennial family members.

More

Millennials: The ‘Debt Averse’ Generation

Millennials don't want any more debt and are teaching their kids to shun borrowing. How will traditional lenders survive if two consecutive generations spurn credit?

More

Millennials Like Mobile Banking… A Lot

With Millennials leading the way, consumers are looking for tools that allow them to take control of their finances and make banking easier.

More

What Motivates Millennials to Switch Banks

Millennials are open to switching financial institutions if they are given rewards, access to branches and well-designed digital applications.

More

The Mass Affluent: What Financial Marketers Need to Know About High-Income Consumers

Financial marketers often lump consumers with incomes over $100,000 into the same segment, but this is a big mistake.

More

Managing Marketing Audiences With a Segmentation Strategy

The explosion of data analytics in financial marketing places new emphasis on automation and personalization — hinging on audience segmentation.

More

Are You Ready For The Millennial Mortgage Boom?

17 million first-time homebuyers are entering the housing market in the next five years, and most of them will be Millennials. Are you ready?

More

Make Way for the Millennial Borrower

There is a large Millennial mortgage lending opportunity for financial institutions that can convert from paper to digital processes.

More

Millennials Won’t Wait for Banks to Understand Them

Despite the size and importance of the Millennial segment, traditional banking organizations still aren't providing the experience expected.

More

Battle for the Ages in Financial Services

Banks and credit unions must understand the unique financial needs and service expectations of the Baby Boomer and Millennial generations.

More

Marketing Banking Services to Millennials is Like Musical Chairs

Millennials switch banking providers more than any other segment, but who will they ultimately stay with when the music finally stops?

More

How Age Impacts Consumer Behavior in Retail Banking

Money is personal, and how someone relates to it shifts dramatically over their lifetime. Here's how people's attitudes, behaviors and preferences change based on age.

More

The Millennial Lending Crisis

How can financial institutions grow their retail loan portfolios when Millennials are strapped with massive student loans quashing their ability to borrow?

More

Banking’s Forgotten Generation?

Consumers over 50 are the fastest growing digital segment and drive the majority of financial institution revenues.

More

Using Alternative Data Sources to Credit Score Millennials

Many Millennials will soon be buying homes and cars — purchases that require decent credit. But do traditional scoring models work for them?

More

Six Insights for Marketing Digital Banking Solutions to Millennials

With more Millennials going cashless, paperless and branchless, financial institutions must master marketing fintech tools to them.

More

Preparing for Gen Z: 3 Lessons Learned from Overlooking Millennials

As financial marketers have finally learned how to appeal to Millennials, a new generation is about to hit the banking industry: Generation Z.

More

7 Insights Into The Digital Generation

It's critical that financial marketers understand the Digital Generation if traditional banking providers hope to avoid defections.

More