Remove Management Remove Marketing Remove Millennials Remove Technology
article thumbnail

Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

article thumbnail

Four Generational Marketing Imperatives for Engaging Millennials and Gen Z

Banking Exchange

Almost every brand across industries is courting millennials and Generation Z consumers Retail Banking Technology Lines of Business Financial Trends Feature Customers Feature3 People Digital Mobile Tech Management Online Financial Research Fintech.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Franklin Templeton Teams Up With Razer To Woo Millennial Investors

PYMNTS

trillion global investment giant founded in the 1940s and named after Benjamin Franklin is teaming up with upstart Razer Fintech to create a digital wealth management platform targeted at millennials and young investors. 14) to work together to develop the new platform.

article thumbnail

Aussie Millennials Put The Pressure On Corporate Travel Managers

PYMNTS

There seems to be no shortage of ways the millennial workforce is disrupting the status quo. The same goes for corporate travel, with millennial professionals turning to mobile and virtual services to book travel, manage expenses and ensure a smooth business trip. Spend management can also get tangled, CAPA explained.

article thumbnail

Trending: Meeting The Millennial Need For AI-Powered Visual Shopping

PYMNTS

In the August edition of the Payments And The Platform Economy Playbook , PYMNTS examines how marketplaces are using technologies such as artificial intelligence (AI) and mobile payments to innovate the customer experience. In other markets, the rise of marketplaces is giving old organizations new perspective.

article thumbnail

How To Pay The Millennial Workforce

PYMNTS

Over the past two years, demand for mobile and digital P2P payments has risen notably (to the point that many FIs now consider such services a must-have), said Fiserv ’s Jeff McCrory, director of product marketing. Faster payment services are being leveraged to make bill payments speedier and easier to manage. In the U.S.,

article thumbnail

Wall Street Investors Place Their Bets On Millennials

PYMNTS

When it comes to stock market picks, Wall Street investors are placing their bets on the buying power of the millennial generation. With that in mind, John Khoury, founder and managing partner of the $2.7 Horton, which he believes should get a boost as more millennials become first-time homebuyers. homebuilder D.R.