Strategic Marketing: Connecting with Diverse Generations
May 8, 2025
Live Webinar:
DateMay 8, 2025Duration60 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Whether you’re building a brand from scratch or refining an existing one, this webinar will provide the tools and insights needed to make a lasting impact.
You’ll
learn how to define key characteristics and financial behaviors of Gen Zs,
millennials, Gen Xers, and baby boomers, distinguish which communication
channels work best for each demographic, and how to optimize outreach. You
won’t want to miss this program or the take-away toolkit.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Understand how different age groups engage with financial institutions and what messaging resonates with each
- Assess your current brand’s strengths and weaknesses, and refresh it for better audience alignment
- Develop detailed accountholder personas to tailor communication and marketing efforts
- Craft compelling messages and select the right platforms to reach millennials, Gen Zs, baby boomers, and more
- Implement a marketing strategy that evolves with shifting demographics and industry trends
- Use audience segmentation strategies to better connect with different generations
- Explain how brand positioning and messaging should shift to remain relevant in a multigenerational landscape
WEBINAR DETAILS
In today’s financial landscape, financial
institutions must cater to a diverse accountholder base spanning multiple
generations, each with unique preferences, expectations, and financial
behaviors. This webinar will explore how strategic marketing can help financial
institutions connect with and engage accountholders across generational differences.
From understanding audience personas to refining brand messaging, this program
will dive into practical strategies to ensure your institution remains relevant
and competitive. Learn how to craft a compelling brand story, select the right
marketing channels, and build long-term relationships with accountholders from
Gen Z to baby boomers.
WHO SHOULD ATTEND?
This session is ideal for
marketing directors and managers, branding and communications professionals, business
development teams, accountholder experience leaders, and retail banking
executives.
TAKE-AWAY TOOLKIT
- Generational marketing cheat sheet – a quick-reference guide on how different age groups interact with financial institutions
- Accountholder persona template – step-by-step framework for creating detailed accountholder profiles
- Brand messaging workbook – exercises to refine your institution’s voice and positioning
- Resource links to additional reading, case studies, and industry best practices
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
MadAve Communications
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC