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Financial Services for Millenials – the Millennial Financial Services Summit

How to win generation Y for financial services? On April 20-21 in New York Midtown Hilton Hotel financial services and bank marketing experts will discuss marketing strategies to focus on Millenials.

The Millennial Financial Services Summit aims to provide how to’s, strategies and key insights on:

  • Identifying profitable market opportunities specific to your business model and offering
  • Creating specialized products to meet their needs and grow your business
  • Harness novel marketing tactics to engage and acquire Millennials clients
  • Delighting and wowing Gen Y with digital-centric customer experience
  • Discover new branding strategies to build loyalty for life
  • Using emerging channels and optimize mobile user experience
  • Integrating innovative technologies and provide cutting-edge services

Through case studies from leading financial services companies, get the in’s and out’s so you don’t make costly mistakes!

Looking at the agenda, digital strategies will be one of the core topics of the event.

  • Discuss digital marketing and branding campaigns
  • Gain insights into customer experience
  • Utilize emerging channels and optimize mobile user experience
  • Design products that drive customer acquisition
  • Integrate innovative technologies and provide cutting edge services


Confirmed speakers at the Millennial Financial Services Summit include:

Jeff Fromm, [@JeffFromm] President of the FutureCast and an author of “Marketing to Millennials

Susan Avarde, [@AvardeSusan] Former Head of Global Brand at Citibank

Neff Hudson, Vice President for Emerging Channels at USAA

Guillermo Morrone, [@guillermoluis] Vice President for Global Content Strategy at MasterCard

Alec Hughes, [@alecreidhughes] Senior Vice President, Millennial Segment Leader at Wells Fargo

Allison Paine Landers, Vice President Customer Experience and Digital, Prudential Financial

Courtney Fischbach, [@lilsqueeks], Vice President Social Media at Legg Mason

Kat Taylor, Co-CEO at Beneficial State Bank

About Piotr Wrzosiński

Piotr Wrzosinski is a sociologist focused on digital marketing in highly regulated industries. He combines experience from top players in tobacco, financial services, and pharma with a passion to the content marketing and technology. All opinions posted are his own unless stated otherwise.

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