Engaging the Millennial Generation

The millennial generation is a hot topic in almost every conversation, especially ones involving finances. Millennials are analyzed on how they respond to certain situations; how they scrutinize certain outcomes, how they are disrupting the traditional workforce and the behavioral trends associated with each decision they make. This generation (born roughly between the 1980s and […]

Generation Z: Understanding Financial Behaviors

For years, generations have followed after one another, learning and observing similar financial behaviors, until now. The younger generations are testing these trends. The millennial generation and Generation Z (Gen Z) are breaking the economic norms and creating their financial paths. Understanding how the generations stand out from the rest is crucial to keeping your […]

The Demand for Personalized Financial Health

The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now? Factor 1: The Economic Climate Many Americans have spent the past ten years climbing out of the Great Recession. Additionally, we can recognize the wealth gap widening – some have improved their financial status while […]

Digital Transformation Brings Financial Education to the Forefront: Part 2

With the digital disruption becoming increasingly relevant in our economy, it is more important than ever for organizations, regardless of industry, to understand what customer experience means. It has been defined in many ways, but our definition aims to explain the scope of customer experience: Customer experience: the interactions between an organization and a customer […]