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Segmentation Strategies Archive

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.

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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?

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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.

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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?

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Banking’s Forgotten Generation?

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

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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?

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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.

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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.

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7 Insights Into The Digital Generation

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

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Preparing for the Generational Shift in Banking

Financial institutions must use data-driven technology, insights, communication and rewards in order to acquire, engage and retain Millennials.

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5 Insights Into The Affluent Millennial Banking Market

With nearly 16 million Affluent Millennials in the US, financial marketers need a strategy that grows relationships with this profitable sub-segment.

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Do Millennials <3 Your Bank?

Creating brand experiences with — not for — Millennials is the first step in creating relationships that align with their life goals and expectations.

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Not All Millennials are Created Equal

Meeting the needs of the diverse Millennial generation requires personalized, timely and contextual solutions.

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