IS YOUR BALANCE SHEET
MILLENNIAL READY?
Top 5 Planning Tips
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WHY MILLENNIALS MATTER TO BANKS
They are the largest emerging market, globally
but They don't like traditional banking
now they have countless, more convenient, non-bank alternatives
5 CRITICAL QUESTIONS WHEN PLANNING FOR MILLENNIALS
your millennial-ready planning checklist
PLANNING IN BANKS: 5 WAYS TO PLAN FOR MILLENNIALS
In this ebook, learn how finance can plan for this unique generation and develop a planning model that is ‘millennial-ready’.
Sources:
Thematic Investing, “Generation Next – Millennials Primer”, May 2015 / ADWeek, “Infographic: Why Millennials Are Losing Interest in Banks”, October 2015 / The Millennial Disruption Index, http://www.millennialdisruptionindex.com / Bloomberg Business, “Millennials Ditch Big Banks and Go Local With Their Money”, November 2015 / Bank Director, “2015 Growth Strategy Survey”, August 2015 / The Economist Intelligent Unit, “The disruption of banking”, 2015 / McKinsey & Company, “Strategic Choices for banks in the digital age”, January 2015 / The Globe and Mail, “Banks could lose 60% of retail profit to tech startups: study”, September 2015 / Global Treasury Intelligence, “Study shows banks find legacy technology systems inadequate”, September 2015 / How To Budget For Workforce And Customer-Facing Technologies In 2015 And Beyond, January 2015