How to Get Millennials Excited About Banking #GetToKnowYourCustomersDay

How to Get Millennials Excited About BankingIt’s #GetToKnowYourCustomersDay and we’re taking this opportunity to help financial leaders learn more about how to deliver service to a new generation of investors: Millennials. Millennials have a lot to think about when it comes to making sound investments. They live in a very different world than their parents did – a world of instant gratification shaped by technology – and visiting a personal banking advisor is no longer appealing, or efficient for the majority of them. As we look at the financial industry, it’s not hard to notice that it’s struggling to keep pace with the demands of this “alien” generation.

So, Fonolo decided to sit down with a few millennials and ask them about their experiences with banking – the good, the bad, and their hopes for tomorrow – It’s a must-watch for anyone in finance looking to create a future-ready organization.



As much as Millennials enjoy posting selfies on Instagram and following their favorite brands on Snapchat, when it comes to banking, even young people want professional advice. That’s why it’s important to always have the option of a call-back on voice, web, and mobile so that the generation of tomorrow, can get the assistance they need to make wise decisions today.

Learn more about the importance of call-backs at our next webinar with CRMXchange.

Webinar: Why Call-Backs Are Important for Every Contact Center


We talk about:

  • Why Call-Backs are Important for Every Call CenterWatch Now
  • Different Ways Call-Back Solutions Can Work
  • A Customer Success Story
  • How to Calculate ROI
  • Best Practices for Choosing a Solution

Who should watch:

  • VPs & Directors of Customer Service
  • VPs & Directors of Contact Centers
  • VPs & Directors of Web/Social Media
  • VPs & Directors of Customer Experience


Shai BergerShai Berger, CEO, Fonolo

Fonolo LogoAs a leader, innovator, and thought leader, Shai Berger is on a clear mission to educate the call center industry on how to improve the customer experience.


Sam PirreraSam Pirrera, VP of Insurance Distribution, Mass Insurance

Mass Insurance LogoSam Pirrera oversees day-to-day service and operations at Mass Insurance Brokers Limited. With a passion for quality, he has been the leader for the customer service team since 2010.


CRMXchange Logo