Millennials expect their financial

institutions to be mobile and

web friendly.

Unfortunately for the Financial Industry, according to the

Millennial Disruption Index

say mobile capabilities are “very” or “extremely important

have never even visited their branch.27%

Millennials want their banks to be socially connected.

of affluent millennials seek financial thought leadership

through at least 1 social network.

more finance related content on LinkedIn

Millennials want their banks to empower them with information.

13 times

47%find access to retirement and investing educational content to be “very” or “extremely” helpful.

60%say it’s “very” or “extremely” important for financial firms to provide them educational content.

Millennials conduct more research on their

own before making contacting a financial

institution, so they appreciate firms that have resources readily available.

with an annual spending power of

80 million millennials

What Millennials expect from Financial Services

Learn more about data-driven marketing strategies to target millennials at www.datamentors.com

Resourceshttp://www.millennialdisruptionindex.com/http://thefinancialbrand.com/50670/millennials-mobile-and-marketing-in-banking/https://www.ubs.com/content/dam/WealthManagementAmericas/documents/investor-watch-1Q2014-report.pdfhttp://www.forbes.com/sites/laurashin/2015/05/07/how-millennials-money-habits-could-shake-up-the-financial-services-industry/#6c6f29c4395http://www.brookings.edu/~/media/research/files/papers/2014/05/millennials%20wall%20st/brookings_winogradv5.pdf