Conversational Finance

Millennials make sense of financial issues through a more casual approach

Implications - As the social media generation, Millennials are generally more social-minded than other generations. This propensity for opinion sharing and conversation is impacting more industries as Millennials age. The financial industry in particular is adhering to this qualitative approach, despite being quantitative in nature.

Workshop Question - How could you integrate a more conversational approach to your work within your industry?
SCORE 3.9
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35,659 Total Clicks
Jun 17 - Apr 18
This Year and Untested
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Featured Examples
Millennial Financial Advice Videos - 'NowThis Money' Offers Financial Advice in Snappy Videos
SCORE 4.8
Average 500 Clicks Pub: Aug 10, 17
Millennial Financial Advice Videos
'NowThis Money' Offers Financial Advice in Snappy Videos
A younger demographic is thinking about careers and debt differently than previous generations, prompting the creation of ‘NowThis Money’—a finance-specific collection of video... [More]
Simple Vaulted Savings Apps - Revolut Vaults Give Users Multiple Ways to Put Away Savings
SCORE 4
This Year and Mild 152 Clicks Pub: Apr 19, 18
Simple Vaulted Savings Apps
Revolut Vaults Give Users Multiple Ways to Put Away Savings
Like all living things, Millennials are only getting older, and Revolut Vaults help that generation to tackle one of the issues that comes with lost youth: saving for the future. The platform gives... [More]
Free Financial Advisor Messaging - Betterment Now Offers Messaging With Human Advisors
SCORE 3.3
Mild 192 Clicks Pub: Aug 9, 17
Free Financial Advisor Messaging
Betterment Now Offers Messaging With Human Advisors
As a so-called robo-advisor startup, Betterment doesn’t shy away from the benefits of using artificial intelligence to help with investing. However, the digital platform’s newest feature... [More]
24/7 Digital Financing Platforms - Ally Bank Seeks to Change the Online Banking Landscape
SCORE 1.9
Untested 147 Clicks Pub: Jun 6, 17
24/7 Digital Financing Platforms
Ally Bank Seeks to Change the Online Banking Landscape
Ally Bank is an online banking service that lets wary consumers avoid the processes and difficulties associated with larger, in-person banks. Whether people are seeking to do normal banking, track... [More]
AI-Assisted Financial Advisors - Morgan Stanley Advisors Combine AI with a Personal Touch
SCORE 2
Untested 104 Clicks Pub: Aug 9, 17
AI-Assisted Financial Advisors
Morgan Stanley Advisors Combine AI with a Personal Touch
Though many financial services are leaning towards complete automation and away from person-to-person interaction, Morgan Stanley advisors aim to combine the benefits of both systems. The investment... [More]
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