Remove Capital Remove Management Remove Millennials Remove User Experience
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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. population is considered Millennial or younger, as of July 2019) , the demand for personalization grows. population (just over half of the U.S.

Industry 294
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Banking for the Digital Generation: Attracting & Retaining Millennials

NCR

Coming of age during the last recession and being subjected to the barrage of headlines about financial executives misbehaving, many Millennials are distrustful of established financial brands and institutions. are in the bottom 10 of the least loved brands by Millennials. are in the bottom 10 of the least loved brands by Millennials.

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Wealth Management In The Post-Covid World: Tech Is Reshaping How We Save And Invest Money

CB Insights

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Digitization will be crucial for wealth managers looking to capture or retain this generation of clients. Source: Deloitte. Source: Bloomberg.

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France’s Joko FinTech Gets €1.6M To Help Consumers Earn Credit Card Rewards

PYMNTS

million from investors including Partech, Axeleo Capital, Lafayette Plug and Play and others to further develop its loyalty program integrated into credit or debit cards. It is thanks to this experience that we see a real impact on the frequency of purchases and the average basket of our users at the retailers available on the application.

Cards 135
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Zola Gets Physical With Its Digital Wedding Registry

PYMNTS

Only Valentine’s Day manages to crack the top five – it gets the No. When you think about millennial couples today, they are unlike any previous generation. Apart from selection, Zola also claims its ability to pull and analyze consumer data is critical to building the right user experience and forecasting future sales.

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Zacks Trade Brokerage Review: Access to Powerful Trading Tools

MyBankTracker

Are Managed Portfolios an Option? Managed portfolios are something you may be interested in if you want professional guidance with your investments. Since Zacks Trade is meant for self-directed investing, you won’t find managed portfolios here. Online and Mobile Experience. That can help keep your tax bill down.

Tools 52
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We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. Ninety-two million millennials will soon be in what Goldman Sachs calls their “prime spending years.” A host of startups have emerged to capitalize on this trend. The secrets of user growth. WHY ARE THEy SUCCESSFUL?

Tools 78