Lifestage Marketing in Financial Services - US - January 2016




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There are many ways to define a lifestage, including by age, marital status, or parental status. The financial needs of each lifestage are unique and financial institutions are always seeking ways to appeal to the needs of each one. While the recent recession affected everybody, it may have permanently altered the way Millennials, in particular, look at the financial world. This report examines the differences in the financial goals of each lifestage, how each gets information about financial services topics, what they are looking for from financial institutions, and how they make their decisions on which institutions to use