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Know What Really Motivates Millennial Clients

Motista’s on-demand reports identify the motivations that predict that Millennials will open accounts, remain loyal and deepen relationships with financial firms.

Do you know the Predictive MotivationsⓇ driving Millennial clients?

With Motista’s reports, you understand the precise emotions, desires, aspirations and values, as well as the rational and functional needs, that motivate Millennial clients in the financial industry. What motivates clients to choose firms, concentrate asset and credit balances, and use firms for additional needs like small business banking, insurance and estate planning.

Report for US Banks

Cover of a report titled 'Predictive Motivations Driving Millennial Clients in the US Banking Industry' with an orange background, a large letter 'M' overlaid on a smiling young woman holding a smartphone and a coffee cup.

Report for US Investment Firms

Cover page of a report titled 'Predictive Motivations Driving Millennial Clients in the US Brokerage & Investments Industry' with an orange background, a woman using a laptop, and a large orange letter 'V' overlay.

How Motista’s Reports Help Teams Inside Banks & Investment Firms

A presentation slide titled 'The Predictive Motivations Driving Millennials To Expand Relationships' showing three images of Millennials, with text descriptions about their motivations, including standing out among friends and colleagues, and camera usage.

Master the “Why”

Delve into the role motivations, like improving social standing, being more admired, and improving life for one’s family, play in driving Millennials in the financial services industry.

An infographic titled 'Standing Out Among Friends and Colleagues,' discussing how positive perceptions motivate Millennials in brokerage and investments. It features a circular chart showing Millennials who believe firms help them stand out are 15% more likely to roll over old 401(k)s. The infographic highlights key motivations: accomplishment and being admired, with sections labeled accordingly. The footer includes a small logo and copyright information.

Complement Other Insights

The motivations identified by Motista are often missing from existing client data and insights. Develop a unique perspective on Millennial clients.

Person working on a laptop with a presentation slide about prioritizing financial education for millennials, showing text and visuals related to banking and financial literacy.

Take Action

Prioritize the touch points that strengthen connections with Millennial clients - across marketing, the client experience, and products and services.

Two sections of a presentation slide featuring images of families; top image shows a family of four—two adults and two children—walking through a hallway, holding hands. Bottom image shows a woman smiling at a laptop with a young girl sitting on her lap in a kitchen setting.

Capitalize on the Opportunity

Millennials hold $14 trillion in assets, and are expected to inherit up to $90 trillion in the decades to come. Know how to most effectively grow relationships with these clients.

Use Motista’s intelligence to develop and get buy-in for strategies and tactics to grow Millennial clients.

A circular infographic showing that 72% of Millennials are highly satisfied with their current banks.
Three circular infographic charts showing that 39% perceive their bank as unique, 26% intend to use their bank for new needs, and 3% have an active brokerage account with their bank.

Predictive MotivationsⓇ Driving Millenial Clients

  • Practical actions to take
  • Inform strategies and priorities
  • Instant download
Cover of a report titled 'Predictive Motivations Driving Millennial Clients in the US Banking Industry' featuring a smiling woman looking at her phone and holding a coffee cup, with a large orange 'M' and the MOTISTA logo.

REPORT FOR:

US Banking Industry

The motivations driving Millennials to choose banks and use them for additional deposit and credit needs.

Book cover titled 'Predictive Motivations Driving Millennial Clients' with a woman working on a laptop in the background and an orange theme.

REPORT FOR:

US Brokerage & Investments

The motivations driving Millennials to remain loyal, concentrate assets and use firms for additional needs.