Banks, insurance companies, mortgage firms all need to engage with Millennials. Millennials love texting- find out how text marketing makes sense for financial companies.

1. 5 ways banks can woo Millennials
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2. BANKS ARE BREAKING IN A
COLD SWEAT
Millennials (18-34 year olds) are preferring
FinTech startups like Paypal to banks
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3. WHAT DO
MILLENNIALS
WANT?
Relevant
Personalized
Timely
Communication
from banks
-Millennial Banking Insights and
Opportunities (2014) FICO study
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4. ARE MILLENNIALS
GETTING WHAT THEY WANT?
NO. Nearly half the
Millennials in
the FICO study
said that they
don’t receive
relevant or
personalized
offers from
banks
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5. HOW DO MILLENNIALS
WANT THEIR COMMUNICATION?
Apps
Texting
Bank website
Telephone

6. WHERE DO
MILLENNIALS
LIVE?
On their phones.
Millennials are
2X more likely to
use mobile payments,
than 35+ year olds,
according to the
FICO study
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7. 5 WAYS TO ENGAGE
MILLENNIALS THROUGH TEXTING
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8. #1
SEND MARKET
DATA ALERTS
If mortgage rates are going
up, tell Millennials so that
they can get off their lazy
asses
SHOW OFF
YOUR SMARTS
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9. TIMING IS EVERYTHING
#2
IF YOU SEE YOUR MILLENNIAL
perform a new activity, like open an account for a
kid, you can upsell a related product
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10. GET
MILLENNIALS
TO DO YOUR
WORK
#3
ENCOURAGE
MILLENNIALS TO
SELF-SERVICE
Get them to set up simple
products, like an on the go
checking account
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11. DON’T GIVE MILLENNIALS
SLEEPLESS NIGHTS
Update Millennials about the status of their claim, so that they
don’t come after you with an axe when they get the check.
#4 BE TRANSPARENT

12. TOOT YOUR OWN HORN
#5 WHO DOESN’T LIKE GOOD NEWS?
If Millennial
portfolios you
manage show
great returns,
tell them.
NOW.
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13. Want more?
Hop over to http://www.screen-magic.com/resources/financial-
companies-leverage-texting-attract-engage-customers/ or click the
image below to download the white paper this sweet stuff came from
HOW FINANCIAL COMPANIES
CAN BEAT FINTECH FIRMS AT
THEIR OWN GAME
Leverage texting to attract Millennials
and better engage customers
www.screen-magic.com