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Session Description:
Each
generation is influenced by events that
occur at different times in their lives.
Households at different stages of life
have different needs and attitudes
related to saving, spending, borrowing,
and investing. Technology has influenced
the younger generations in ways never
seen before – yet older households are
starting to adopt technology and
alternative delivery channels as a means
of convenience.
It is important to keep up with these
trends so that you can anticipate your
customers’ needs and create a sales and
service model that appeals to each
generation. As new channels are being
developed and optimized financial
institutions need to understand how
consumers wish to interact with them.
Join us as we discuss:
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What types of deposit and investment
accounts are being utilized by
Matures and are they different from
the Gen Y and Gen X consumers?
-
What types of saving vehicles does
each group tend to have
-
Who visits a traditional bank and
who tends to bank online?
-
How frequently do each of these
generational groups use their ATM or
debit cards?
-
How do these age groups differ in
their concern about the economy
-
How has each group responded to the
recession in their purchase
behavior, saving activities and
credit usage?
-
How confident are people in their
financial institutions?
These
questions are tackled in a presentation
based on the latest Nielsen Market Audit
survey results in conjunction with a
newly fielded attitudinal survey on
consumer sentiments on the current
economic climate. Updated quarterly,
Market Audit® is the nation’s largest
primary market research study regarding
household financial behavior. It tracks
market changes over time to help you
identify trends and strategize for the
changing marketplace. The attitudinal
survey is an update to a study conducted
in October of 2008 entitled: Claritas
Consumer Sentiment Survey The Economy,
Personal Finance & the Banking Industry.
This program is appropriate for senior
financial executives with responsibility
for Generational Marketing, Channel
Marketing, Retail Banking,
Market Research and Strategy Groups.
About Jane Crossan:
Jane Crossan is responsible for
communicating industry best practices
and implementing marketing solutions to
Nielsen Claritas financial services
clients which includes top players in
the fields of banking, insurance,
investment, credit card and finance. She
is based at the Nielsen office in San
Diego, California.
Ms. Crossan also applies her industry
knowledge in guiding product development
and innovation to ensure that Nielsen
data, software and analytical solutions
are meeting the needs of the industry
sectors.
Her career with Nielsen Claritas began
indirectly in 1984 when she joined
National Decision Systems (NDS), a major
information services firm acquired by
Nielsen Claritas’ parent company, Dutch
conglomerate VNU, in 1997. NDS later
merged with Claritas under the Claritas
name in 1999. Ms. Crossan’s tenure with
NDS included extensive sales and account
management experience, and in 1992 was
promoted to VP and Regional Sales
Director for the U.S. Central Division,
with a focus on the financial services
sectors.
Ms. Crossan also spent five years at HNC
Software Inc., a global software firm
whose name was absorbed by Fair Isaac
(FICO) when it acquired HNC in 2002.
There, she worked in the Strategic
Partners Group and was responsible for
growing the company’s fraud and risk
management solutions through
partnerships with major U.S. financial
services providers such as Equifax,
Total System Services, First Data
Corporation and MasterCard.
Ms. Crossan has presented at numerous
conferences over the years including the
Direct Marketing Association, LIMRA
Market Research, Society of Insurance
Research, BAI, Source Media, Forrester
Research Finance Forum, Nielsen Claritas'
Precision Marketing Conference and a
number of client conferences.
Recently Ms. Crossan has been involved
in special research projects that
include the evolving needs of aging Baby
Boomers, the emergence of America’s new
mass affluent, and a 2008 and 2009 study
of consumer’s reaction to the banking
crisis.
About Julie Pabich:
Julie Pabich is a Consultant of
Consumer Research Nielsen Claritas. She
is responsible for supporting research
efforts for clients in the financial
services and insurance industries, in
part through the use of the Market Audit
for the financial industry and the
Insurance Audit for the insurance
industry. She is based at the Nielsen
Claritas Chicago office.
Since joining Nielsen Claritas in 2004,
Ms. Pabich has worked with a variety of
financial services clients including
banks, credit unions, credit card
companies, insurance companies and
investment firms. Previously, Ms. Pabich
owned her own consulting company for
three years. As a consultant and
principal of Pabich Marketing, she
specialized in primary market research,
database marketing, direct marketing and
sales process analysis. Some of her
clients included CCC Information
Systems, Deloitte & Touche Tax
Technologies and Verizon.
Prior to this, she was a Manager of
Database Marketing at Navistar
International Truck & Engine Corporation
and at SPSS, Inc., where she was
responsible for creating and managing
the customer and prospect databases used
for direct marketing initiatives.
Ms. Pabich graduated from the University
of Iowa with a B.A. degree in Marketing
in 1988.
About Nielsen Claritas:
Nielsen helps marketers
improve their target marketing
strategies through consumer and business
data, software and consulting services.
Known for more than 30 years for its
PRIZM segmentation system, Nielsen
provides industry-specific geographic,
household, and business segmentation
solutions and demand estimates that
drive customer acquisition, cross-sell,
and retention programs.
www.claritas.com
www.nielsen.com
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