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PFM MoneyLion’s Appeal to Millennials, Gen Z Is Simplicity, Says ‘Godfather of Fintech’

Bank Innovation

EXCLUSIVE—What’s behind the growth of personal finance management platform MoneyLion? A focus on simplicity and UX design that intimately appeals to younger users such as millennials and Gen Z users, fintech investor Ron Suber told Bank Innovation.

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

Perficient

59% of millennial investors were most likely to use video chat with their advisor. What infrastructure do you need for data / event / omni-channel management to support client/investor insight? 79% of investors said that the frequency of communication with their advisors increased during the pandemic.

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Your Guide to Healthcare Personas

Perficient

What are marketing personas versus UX personas? UX personas expose your audience as complex and emotional human beings who don’t always follow a logical path in making their healthcare decisions. UX personas have a real name – John, Simone, Anita – so that you build a relationship with them. Perhaps: Unengaged Young Millenial.

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In Retail, Are Rewards Their Own Reward?

PYMNTS

The question put by PYMNTS’ Karen Webster to Vantiv’s Andy Wind, mobile product manager, and Tony Rose, director of mobile product management, remains: Just what makes a rewards program, well, rewarding?

Retail 137
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Banks On Notice: Fintechs Are Coming For Checking Accounts & Debit Cards

CB Insights

These companies come from diverse fintech backgrounds — P2P money transfers, wealth management, lending — but all are rushing to create checking account alternatives within their pre-existing products. These companies have been able to generate these signups through three channels: card design, rewards, and application UX.

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Top 5 Customer Development Posts of 2022: Digital Banking and Pricing Opti

FICO

That said, customers have increasingly high standards and you only have a short amount of time to impress them (especially Millennials). Here is an excerpt of his top ranking post: Credit limit management is regarded as a key driver to profitable portfolios. What can financial institutions learn from TikTok?

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1M Users & Growing: 20+ Fintech Startups That Have Crossed The 1 Million Account Mark — And How They Got There

CB Insights

Product engagement and maintaining a clean UX/UI. A number of specific factors are driving these changes: There are massive demographic shifts occurring in the market for customers, where millennials now make up the majority of the labor market. Business model transparency with competitive pricing and fees.

Fintech 64