A man and two young girls baking together in a kitchen, smiling and mixing ingredients.

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.

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

  • Three women and one man in a casual setting, engaged in a conversation, smiling and looking happy.

    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.

  • Page from a report titled 'Standing Out Among Friends and Colleagues' discussing how positive perceptions motivate Millennials to choose investment firms, with a circular graphic showing Millennials who believe firms help them stand out are 15% more likely to do so, and two sections labeled 'Accomplishment' and 'Being Admired'.

    Complement Other Insights

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

  • A person holding a laptop with a colorful digital marketing presentation on the screen, focusing on financial education and Millennials, with blurred text on the left side.

    Take Action

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

  • A family of four walking through a doorway, holding hands. The father and mother are walking with small children, a girl and a boy. The mother has long hair and is wearing a dress, while the father is carrying a box. The girl is wearing a dress and the boy is wearing a t-shirt and shorts.

    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.

These reports are available now, contact Motista to learn more.

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.