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Why It’s Time to Start Calling on Millennials

Updated: Mar 17, 2021

Millennials are the biggest market opportunity for financial institutions, and we know them better than anyone

Millennials laughing together in the sun, wearing sunglasses

Did you know that millennials—yes, the generation touting artistic lattes and avocado-everything on their way home from goat yoga—make up one third of the population and will amass $46 trillion by 2020(1)?

Here’s another fun fact: Did you know that 98% of this generation will fire their parents’ advisor upon inheritance(2)? 

That’s right. Millennials are seeking a tool that’s designed specifically for them. One that’s custom to their lives, doesn’t require in-person meetings or financial jargon, and most importantly, isn’t just another dreaded sales pitch.

But, while this age group becomes more and more influential, 90 percent of them have gaps in at least one core financial area(3). As the YouTube-do-it-yourself generation, we know that many millennials want to be in the driver’s seat of their financial plans, but don’t know where to begin.

That’s where our partnership comes in.

(1) Ernst & Young, The Next Generation of Financial Advisors (2016)

(2)PriceWaterhouseCoopers Global Private Banking/Wealth Management Survey (2011)

(3)Pocketnest Survey (2018)

Great news! The Pocketnest app is now available! Download Pocketnest and get your finances in order—in just 10 minutes a month! No jargony finance-speak, pricey fees or in-person meetings required.


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