Reaching Millennial Consumers: Using Financial Education as Content Marketing

With the right tools, these two critical needs can be addressed simultaneously—providing the next generation of account holders a leg up, and future-minded FIs opportunities for engagement and growth.

Review the guide, Reaching Millennial Consumers, and you’ll learn:

  • The benefit of financial literacy to financial institutions
  • 5 strategies to connect with millennials through financial education
  • How to use financial education as content marketing

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How Digital Transformation is Redefining the Financial Industry

Digital transformation is on the mind of many executives across many industries, including financial services. According to Forrester, “At this point, banks will either reinvent to satisfy the digital consumer who demands to receive their products anywhere and anytime, or be forgotten.” In this white paper, we will talk about the need for digital transformation in the banking and financial services space due to changes in customer needs, expectations and behavior, as well as digital disruptors and competitors that are succeeding in modernizing and disrupting the industry. Additionally, you will learn about the importance of omni-channel marketing, especially the impact of the mobile mind shift. We will conclude with a roadmap of solutions to regain control of digitalization and business strategy with the customer at the forefront of your transformation, giving you the opportunity and knowledge to be a key challenger in financial services.

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Surviving Technical Terminations

The partnership and limited liability company (LLC) ownership structures are increasingly popular choices for businesses of many types and sizes. The reasons for this are myriad, including: liability exposure, tax advantages, control of the business, f…