Generational Trends in Banking (#53)

Did you know the generation you come from might influence how you handle money? On this episode of Pocket Change, Carrie and Shea sit down with Adam Clarke, AVP of Sales Development at Leaders Credit Union, to discuss the different generations and their preferences. Whether you are a Gen-Xer or Boomer, Clarke shares how his team sees members interact differently with their banking needs and communication depending on their generation. Learn more about these generational differences and how Leaders uniquely serve each in this episode of the Pocket Change Podcast.

"We try to make sure that we're reaching a hand out in every direction so that wherever our member reaches out for us, we're ready to grab them," said Clarke.

Highlights

1:27 - Tell us about yourself and what you do here at Leaders.

2:01 - What generation is your family?

2:23 - What are the differences between the generations in how they prefer to bank?

3:42 - What do you see in communication differences across generations?

4:53 - How does the AmpliFi team meet members where they are in their financial journey?

6:54 - Why would someone choose Leaders?

7:53 - What is the best financial advice you've ever been given?

9:07 - What would you do with your pocket change?

The Pocket Change Podcast is presented by Leaders Credit Union. To learn more about Leaders, visit leaderscu.com.

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