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Sponsored by This week I’m diving into one of the most under-the-radar trends shaping the future of money: social trading. And no, I don’t mean ESG funds. I mean investing that’s literally social—group chats, FinTok, copy trades, meme stocks, and
In partnership with As a fintech founder who partners with community banks and credit unions, I’ve seen the $100 trillion wealth transfer looming on the horizon – and it’s both an enormous opportunity and a wake-up call. Over the next
It’s 11 p.m. on a Tuesday and your MilZ customer has a question about how she should use her inheritance. Is she willing to wait until morning to call your 1 800 number? Absolutely not. The data shows that she
This issue, I want to delve into how savvy financial institutions are innovating to win America’s HENRYs and HIPOs early. Millennial and Gen Z HENRYs (High Earners, Not Rich Yet) are rising professionals who might be future millionaires, but today
Wealth and wellness. Our generation demands both. If you still think financial wellness is just a fluffy HR perk or a nice-to-have product feature, you’re missing the moment. Gen Z and Millennials—aka MilZ—have flipped the script on how they think
As a millennial fintech founder, I’ve seen firsthand that Gen Z and Millennials are rewriting the rules of banking. Our generation represents about 30% of the global population. Nearly 50% of us manage our finances entirely via phone. We don’t
In this week’s deep dive, I continue to explore how sky-high prices and attractive savings rates are changing Gen Z’s relationship with money. Last week, I dove into the rise of budgeting apps and viral challenges, to the trend of
This week kicks off something new: a two-part series exploring how sky-high prices and attractive savings rates are changing Gen Z’s relationship with money. From the rise of budgeting apps and viral challenges, to the trend of “doom spending” and
This week I’m focusing on the evolution of social finance and how Gen Z and Millennials aren’t shy about money. We’re comparing salaries online, swapping salary info on TikTok, sharing budgeting hacks in Discord servers, and sharing savings goals with
As someone who’s spent years building financial tools for digital-first generations, I can confidently say this: if you’re a bank or credit union still thinking of AI as a “nice-to-have,” you’re already behind. Gen Z and Millennials expect personalized, on-demand
Welcome to Banking MilZ, the only weekly newsletter tailored expressly for banking and credit union leaders looking to onboard the next generation of customers and members. In this sample issue you’ll find a curated list of top articles to help
In partnership with I can’t believe it’s been 3 weeks since I launched Banking MilZ, thanks to everyone who has signed up so far. If you like what you’ve been reading here, share this link with a friend or colleague
Welcome to week 2 of Banking MilZ, thanks for everyone who has signed up so far. This week’s deep dive explores the world of embedded finance. It’s a trend you need to understand to compete in the digital era, where
Welcome to the kick off edition of Banking Milz, a new weekly newsletter focused on helping credit union leaders crack the generational code and build real and sustainable banking relationships with Millennials and GenZ. As the CEO and founder of
