Strategic Marketing: Connecting with Diverse Generations

Directors Frontline & New Accounts Information Technology Lending Marketing Senior Management Managers & Supervisors

On-Demand Webinar:

StreamedMay 8, 2025Duration60 minutes

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

See Registration Options

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.

TESTIMONIALS

"Ali is an exceptional speaker with a well-planned agenda, helpful slides, and the experience to back it up. This was very informative and worth my time. Thank you!'
- Reiley, Alternatives Federal Credit Union