Banking on Gen Z
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
To register for this event, copy the link below or click "WEBSITE" above.
https://event.on24.com/wcc/r/3624294/28B5F8B441274C617360F751DDB26A99?partnerref=CELENT
Generation Z, born between 1997-2012, is the generation after millennials. If financial institutions want to sustain their success to the end of this decade, they need this generation to be a sizable part of their consumer base. But Zoomers are just getting started—many are still in college, and most are new to the banking industry—all amid the chaos of the pandemic. This is the time to start reaching out to them, but how can traditional institutions stand out from challenger banks with this critical generation?
In this Banking Exchange hosted webinar on February 24 at 2:00 p.m. ET, Paul Letgutko, Senior Principal at Aite-Novarica, Katerin Gomez, Marketing Associate at Alacriti (and also a Zoomer), and Kristen Jason, Senior Product Marketing Manager at Alacriti discuss:
How the role of the branch, call center, and the app are different for Zoomers
The value of financial advice and expertise for Zoomers
The importance of communicating the brand message to Zoomers
The pandemic’s effect on Zoomer attitudes and trends
What cancel culture means for your relationship with Zoomers
SPEAKERS
Paul Legutko, Senior Principal at Aite-Novarica
Paul has 20 years of experience in research and analysis, with a specialty in designing and applying analytical solutions to a wide range of data sets and problems. After spending nine years in digital analytics consulting, Paul spent five years at Ernst & Young as a senior manager, designing, implementing, and executing solutions for the activation of customer data within marketing and business strategy contexts. Prior to joining Aite-Novarica, Paul led Business Intelligence at Hill Holliday, an IPG advertising agency, where he focused on market research and analytics for the financial services industry. Paul holds a Ph.D. from the University of Michigan and a B.A. from Harvard University.
Katerin Gomez, Marketing Associate at Alacriti
Katerin has a passion for market research and content development in the tech space. She has worked at a major residential mortgage lender, and completed an internship in customer experience at a technology company. As a Zoomer, she is eager to learn more about the FinTech industry and how it moves the banking industry forward. She holds a Bachelor of Arts in Communications and Spanish from Caldwell University and recently graduated from Rutgers University with a M.A in Communication.
Kristen Jason, Senior Product Marketing Manager at Alacriti
Kristen is responsible for creating engaging product marketing content for Alacriti while staying abreast of industry trends. She offers over 15 years of marketing experience, including 6 years of experience in financial technology and payments. Kristen holds a Bachelor of Science in both Psychology and Business Administration from Florida A&M University and a M.B.A from the University of Central Florida.