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Predictive Intelligence About Millennial Clients

Accessible now for financial firms looking to grow assets and revenue.

Cover of a report titled 'Predictive Motivations Driving Millennial Clients in the US Banking Industry' by Motista, featuring a smiling woman looking at her phone with a coffee cup. The cover is predominantly orange with white and black text.

Motista provides on-demand reports about client motivations.

Currently, reports are available on Millennial clients of US banks and investment firms. Reports can be downloaded immediately.

Three sections of a financial report page focused on expanding client relationships with millennials, showing two young men embracing, a woman holding a baby, and a woman in a sunhat, with overlay text and descriptions.

Motista’s reports identify the precise motivations that predict that Millennials will open accounts, remain loyal and deepen relationships.

“Motivations” are emotions, desires and functional needs that explain why clients behave as they do when it comes to banks and investment firms.

Infographic titled 'Creating a Better Life for One's Family' with a circular chart showing Millennials hold 39% more deposits when banks improve life for families, and sections labeled 'Being a Better Parent' and 'Confidence in the Future'.

Using Motista’s reports, you complement your understanding of Millennials with unique predictive intelligence.

What are the most important motivations driving Millennials, and how you can tap into them to grow relationships with these clients.

A collage of three images illustrating tips for retaining millennials: top image shows a laptop with financial planning software, middle image shows a man using a smartphone outdoors, and bottom image shows a woman working on a laptop indoors, with text overlay emphasizing financial education, daily ease, and customer service.

Motista’s reports set out practical actions you can take to connect with Millennial clients.

Actions may encompass marketing, the client experience, products and services, and operations. Motista’s reports help you develop and obtain buy-in for strategies and tactics, and prioritize investments.

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Robust data and analytics power Motista’s reports.

Motista defines hundreds of distinct client motivations and determines which most predict behaviors, like adding accounts, concentrating assets and remaining loyal.

Slide titled 'The Predictive Motivations Driving Millennials in Banking Industry' with three sections: Increasing Client Retention, Expanding Client Relationships, Acquiring New Clients. Contains a group of three young adults smiling and engaging with their smartphones at a coffee shop.

Motista’s reports are built for teams within US banks, credit unions, brokerage firms and wealth managers of all sizes.

If you want to acquire and grow Millennial clients, you need Motista’s on-demand reports.

Access Robust Intelligence Used By Leading Financial Firms

Truist Financial, Allstate, Regions Financial and RBC are just a few of the financial firms that have leveraged Motista’s unique client intelligence to accelerate growth.

Cover page of a report titled 'Predictive Motivations Driving Millennial Clients in the US Banking Industry' with an image of a smiling young woman using her phone.

REPORT FOR:

US Banking Industry

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

• Practical actions to take
• Inform strategies and priorities
• Instant download

Cover of a report titled 'Predictive Motivations Driving Millennial Clients' with an orange background, a woman wearing glasses using a laptop, and large overlapping orange 'MV' lettering.

REPORT FOR:

US Brokerage & Investments

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

• Practical actions to take
• Inform strategies and priorities
• Instant download