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Bank Technology News
July 2008
Anthony Malakian |
Generation N(Y)xt Although Generation Y has been called the "DotNet Generation" members appear more suspicious of Internet banking than Gen Xers.   |
CRM
February 2012
Judith Aquino |
Gen Y: The Next Generation of Spenders They're young, educated, and tech-savvy. Here's how to get them to pay attention to you |
Bank Systems & Technology
February 23, 2010
Penny Crosman |
How Banks Can Meet the Needs of Generation Y A survey of 1,055 consumers finds banks have a lot of opportunity to reach the 18-to-30-year-old customer segment if they start catering to this group with SMS alerts, online financial advice and videoconferencing. |
CRM
November 2006
Jessica Sebor |
Y Me Members of Generation Y were the first to mature in a media-saturated, tech-savvy world -- here's how to blow past the buzz and get the brand into their brains. |
Entrepreneur
March 2009
Chris Penttila |
How to Manage Generational Dynamics Gen Xers, Gen Yers, Millennials and Boomers are all working alongside each other. But how do you get them to work well together? |
CRM
February 2012
Leonard Klie |
Gen X: Stuck in the Middle This generation's size and spending power doesn't rival other generations, but its presence and influence should not be ignored. |
U.S. Banker
August 2010
Jennifer Mendelsohn |
How to Get Started in Social Media Most banks have yet to interact with customers using social networks, but interest is growing. The challenge is figuring out the best approach. |
BusinessWeek
August 14, 2008
Liz Ryan |
Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them. |
BusinessWeek
August 14, 2008
Karen Auby |
A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team. |
Financial Planning
October 1, 2011
Katie Kuehner-Hebert |
Winning Over Gen Y The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still, some planners are proving that it's possible to attract clients at the beginning of their careers. |
Bank Systems & Technology
April 27, 2010
Penny Crosman |
Channel Innovation: Building Online Relationships Looking to attract and retain Gen Y and other hard-to-reach customer segments, banks such as 1st Mariner and SunTrust are getting more creative in reaching out to customers online. |
BusinessWeek
August 14, 2008 |
Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace. |
CRM
November 2006
Marshall Lager |
X Ways Generation X's consumer identity isn't easy to pin down, but a large aspect of successful selling to this crowd involves clarity, honesty, and open communication. |
Financial Planning
November 1, 2012
Dave Grant |
It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade. |
CRM
February 2012 |
What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways. |
AFP eWire
September 16, 2013 |
Surprises abound in 2013 Next Generation of Canadian Giving Study The 2013 Next Generation of Canadian Giving Study reveals the charitable giving and communication preferences of four generations of Canadian donors: Gen Y, Gen X, Baby Boomers and Civics. |
Search Engine Watch
November 2, 2009
Ron Jones |
Facebook 101 The basics to know before joining the popular social media site, including tips on setting up your account, privacy, and helpful applications. |
Bank Systems & Technology
September 17, 2007
Nancy Feig |
Age Matters When it Comes to Channel Preference Though generational differences greatly influence consumers' banking behavior and young consumers have a clear preference for online banking, traditional channels still are important for servicing all generations, two recent surveys suggest. |
Financial Advisor
November 2012 |
Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65. |
BusinessWeek
August 14, 2008 |
Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged. |
Job Journal
January 31, 2010
Penelope Trunk |
Brazen Careerist: A New Age of Leadership A new dynamic for the next generation of leaders in the workforce. |
BusinessWeek
December 4, 2006
Robert D. Hof |
There's Not Enough "Me" In MySpace Move over, MySpace. Just as the big online social networks are branching out, trying to reach an audience broader than teens and Gen Y, a raft of upstarts hopes to reach these same prospects. |
CRM
May 6, 2011
Alex Cohen |
Top 5 Reasons Your Company Should Use Social Media to Improve CRM Low cost and communities top the list |
On Wall Street
September 1, 2010
Bill Willis |
Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y. |
Wall Street & Technology
December 12, 2007
Penny Crosman |
Fidelity, Thrasher Fund and Cake Financial Take Unique Approaches to Serving Generation X and Y Investors Financial firms are embracing mobile technology, Web 2.0 tools and social networking principals to reach Gen X and Gen Y. |
Search Engine Watch
November 16, 2009
Ron Jones |
Facebook Marketing 101 Tips on promoting your Facebook fan page, engaging your audience, and how to be found in real-time searches. |
CRM
November 2006
Colin Beasty |
Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life. |
Bank Technology News
April 2010
Michael Sisk |
Dexia Gives Kids Their Own Bank Brussels-based Dexia Bank created a whole separate bank, Axion, exclusively to serve customers aged 12-24. |
Search Engine Watch
August 10, 2009
Erik Qualman |
Social Media: Fad or Revolution? Is social media a fad or the biggest shift since the Industrial Revolution? Welcome to the Social Media Revolution. |
Entrepreneur
April 2008
David Worrell |
Fountain of Youth This savvy entrepreneur is out to prove that investing's for all ages. |
BusinessWeek
October 8, 2007
Jack & Suzy Welch |
Generation Y's Bad Rap Generation Y has a reputation of being greedy and swaggering. In reality, they are driven, thoughtful, and candid. |
Financial Planning
December 1, 2010
Donald Jay Korn |
Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future. |
Bank Technology News
December 2007 |
Face Time With GenY Although Keypoint Credit Union was the first to bring limited online banking to Facebook, it wasn't the first bank-built application available to Facebook users. |
IndustryWeek
June 1, 2008
John R. Brandt |
Brandt on Leadership -- Talkin' Bout My Generation Here is a guide to recent research on generational management. |
Registered Rep.
November 16, 2011
Diana Britton |
How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors. |
Financial Advisor
May 2011
Frederick & Simonoff |
Perceived Danger After watching two market meltdowns, Generation X and Y are confused and see themselves as savers, not investors. |
U.S. Banker
May 2010
Bonnie McGeer |
The Young and the Mobile Sun's mobile banking campaign is helping it reach a new target and foster a tech-savvy image to cater to a younger demographic likely to become long-term customers. |
Food Processing
August 2007
Barbara Katz |
Focus On: Generation Y In response to stress and packed lives, Gen Y has two key emerging areas of nutritional interest: energy and immunity. |
Financial Planning
May 1, 2008
Glenn G. Kautt |
Career Choices Much has been written about how it will be more difficult and expensive to find and retain talented people for the financial planning industry. A financial planner discusses how he handles recruiting and hiring in his firm. |
Investment Advisor
August 2010
Savita Iyer-Ahrestani |
Retirement Planning: Serving Gen Y Now Advice for advisors on branding, service, and capturing Gen Y -- and its assets -- now. |
Search Engine Watch
February 16, 2009
Ron Jones |
Social Media Marketing (SMO) 101, Part 1 Before you begin any kind of social media marketing, I highly recommend setting up an account and jumping into a conversation or community. It's one thing to talk about social media, and another to experience it firsthand. |
Foundation News & Commentary
Jan/Feb 2006
Sharna Goldseker |
Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution. |
Job Journal
August 13, 2006
Bob Rosner |
Working Wounded: Reviews for `Bossy' co-Worker Readers handle pushy co-workers by pushing back. |
Bank Director
2nd Quarter 2011
Naomi Snyder |
Social Anxiety Banks have been wary of the social media revolution. Their customers are giving them little choice but to embrace the cacophonic world of tweets, blogs and Facebook. |
Bank Technology News
June 2011
Penny Crosman |
E-Coupons a Hit Among Mobile Banking Users New trends present a marketing opportunity for banks and retailers to deliver coupons and marketing messages by phone. |
Job Journal
October 31, 2010
Peggy Klaus |
Social NOTworking Blogs, Facebook, LinkedIn, Twitter, and MySpace have quickly become valuable tools when it comes to effectively promoting ourselves and our products. Conversely, these very same tools can become weapons of destruction to any bragging and branding campaign. |
Entrepreneur
September 2009 |
The Twittering Class How social media can elevate your company's online cred. |
The Motley Fool
February 19, 2008
Colleen Paulson |
Who Can Save Financials Now? Help may come from an unlikely source (and no, it's not the Fed). |
Financial Planning
June 1, 2013
Bob Veres |
Boomers vs. Gen X & Y: Mind the Gap Friction between the generations has been around forever. But does it actually matter in the workplace? |
Financial Advisor
July 2011
David Lawrence |
Learning To Socialize Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer. |
