This presentation is based on research from our recent whitepaper – The Millennial Opportunity: Marketing Financial Services to the Digital Generation. The whitepaper focuses on the Millennial Generation - or Gen Y - and how financial firms communicates to and about members of this generation.
Inside, we take a high-level look at the key findings from the whitepaper and three case studies from industry leading firms. The slide deck concludes with a set of recommendations for helping your firm market to Gen Y.
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“Advisor Monitor” “Annuity Monitor”, “Bank Monitor”, “Broker Monitor”, “Credit Card Monitor”, “E-Monitor”, “Life Insurance Monitor”, “Mobile
Monitor”, “Mutual Fund Monitor”, “Property & Casualty Insurance Monitor”, “Retirement Plan Monitor” and “Small Business Card Monitor” are
services marks of Corporate Insight, Inc.; all rights reserved.
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ABOUT THE AUTHOR
ALEX FILIACI
SENIOR ANALYST – BANK MONITOR & CREDIT CARD MONITOR
Alex Filiaci is Senior Analyst for Corporate Insight’s Bank, Credit Card, and Small Business Card
Monitor research services. He has conducted extensive research on the banking, brokerage and
credit card industries, examining the online platforms and technological innovations leading firms
offer prospects and clients. Alex has been tracking the tactics and online resources financial services
firms use to market to and serve Millennials since the start of 2013, which culminated in “The
Millennial Shift,” a syndicated study highlighting industry trends, innovations and best practices for
serving Millennial clients. He has been quoted in Investment News, Investor’s Business Daily and
Financial Advisor Magazine. Alex graduated from Binghamton University in 2010 and has been a
member of the Corporate Insight team since 2011.
CONTACT ALEX:
T: 212-832-2002 x-128
E: afiliaci@corporateinsight.com
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analysts, please contact Joshua Grandy, Director of Public Relations at 646-876-7524 or
pr@corporateinsight.com.
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