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5 Considerations When Seeking a Financial Advisor

Perficient

However, those not in the wealthy or close to retirement-age categories – i.e., Gen Z-ers, millennials, and low to mid-income individuals – could greatly benefit from a financial advisor’s assistance, and financial advisors can stand to profit by diversifying their business books, as well. population. Research your options.

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What Did You Expect? Delivering Experiences that Meet Customer Expectations (Part 1 of 3)

Perficient

In 2018 Gartner reported, “across all industries at least 84% of consumers say their experiences with using digital tools and services fall short of expectations”. Millennials — digital natives with arguably the greatest generational spending power — “have the lowest opinion of most industries’ digital services,” according to the same report.

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Vantiv Finds Millennial And Boomer Expectations Meet On Mobile

PYMNTS

Baby boomers who grew up in the age of white-gloved service and millennials who are trained to hunt down everything online have rather diverse needs. There has been a shift in behavior, and as the technology evolves to support it, millennials and boomers alike are keeping up with that.”.

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How Mobile Technology Is Changing Insurance Claims

PYMNTS

“I think one of the largest reasons [insurers are still using checks] is because claim payments, the paying out of a claim, is [a] loss of money, and it is really hard for companies to focus or invest resources in a place in which you are losing money already,” Michele Schmitt, senior product manager for B2B insurance technology firm Tr?v

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Amazon Nudges Walmart In Latest Whole Paycheck Tracker

PYMNTS

Amazon has been trying for years to crack the code on groceries, with the Whole Foods acquisition a milestone in a strategy that includes cashierless stores and other novel retail concepts geared toward millennials, Gen Yers and new demographic cohorts.

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Watson Marketing Delivers a Competitive Edge that Financial Institutions can Bank On

Insights on Business

; increasingly sophisticated security threats; and, most recently, shifting customer expectations driven in large part by millennials. Millennials are a fastidious breed. More than ever – millennials seek customized experiences without a corresponding increase in prices. All is not doom and gloom.

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How Can Banks Thrive in the Next Five Years?

Jeff For Banks

Then came this bubble generation they named millennials. Ever call your millennial child only to get a text back asking "what?" There is a fintech firm, SoFi, that was born in 2011, that focuses on millennials financial needs. Because that is what millennials needed at the time. We can ignore millennials no more.'