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Are There Digital Strategy Lessons Financial Institutions Can Learn From Other Industries?

Perficient

As the financial services industry continues to go through its digital transformation, executives are craving new strategies and tactics to help position them against their competitors. Financial institutions that best leverage digital strategies and technologies in innovative ways will create new value for consumers and businesses.

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By 2030 Millennials Will Have $20 Trillion In Wealth. Here’s What They Want In Robo-Advisors

Bank Innovation

Millennials are expected to have $20 trillion in wealth by 2030, according to a July 2018 CB Insights study. Marketing investment options and robo-advisors to this mobile-centric group will require a specific strategy. Currently, millennials’ combined financial assets come up to $4.5 trillion in wealth.

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Why Small Business Owners Should Always Have An Exit Strategy

PYMNTS

The latest estimates from the Small Business Administration (SBA) peg the number of new SMBs at 414,000 each year, spurring job creation and economic growth for the country, with millennial entrepreneurs at the helm. Yet, once a company starts to churn a profit, business owners rarely consider their strategy of an eventual exit or sale.

Strategy 279
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Creating an Effective Financial Services Marketing Strategy for Millennials

Bank Innovation

On the surface, a financial services marketing strategy is not completely different than a marketing strategy for any other industry. A financial services marketing strategy must be more rigorous and well-thought-out in order to be successful.

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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.

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Why Millennials And Gen Z Could Save 2020's Holiday Shopping Season

PYMNTS

Consumers are shopping more online , are increasingly interested in contactless payment methods and are showing up in stores to buy, not to browse. They’re also looking for curbside pick-up when they order online, omnichannel interactions and more choice when it comes to how they pay and when. And there's a huge opportunity.

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Why Augmented Reality is Crucial to Improving the Ecommerce Customer Experience

Perficient

Consumers are looking for online buying processes that are easy and can provide opportunities to search, learn, and purchase products without and roadblocks, especially during COVID-19. Here are some reasons why AR is so important to consider and adopt as part of your ecommerce strategy. Giving the Consumer Control.