Remove Charlotte Remove Customer Experience Remove Marketing Strategies Remove Millennials
article thumbnail

Finovate Fall 2016 Live Blog – Day 1

William Mills

Also a pretty good customer experience. I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. Charlotte, NC-based tech company founded eight years ago by a 14-year FinTech veteran from FIS.

Mobile 40