They care about fairness. They distrust big banks. They say they want to support brands that reflect their values.
They're banking with the institutions they say they distrust.
Sogolytics tracked 3,330 Millennials and Gen Z consumers across three years to find out why — and the answer isn't what most credit unions assume it is.
You'll leave with:
Who this is for:
About the session
Jacob and Katie run this as a fireside chat. The kind of conversation that actually moves, not a slide deck with two people narrating it. They'll work through the uncomfortable findings, push back on each other where the data gets complicated, and leave time for the questions that matter to your specific situation.
Wednesday, May 6 | 1:00 PM ET | 45 minutes | Free to attend.
The full research report goes to every registrant after.
Reserve my spot
They're banking with the institutions they say they distrust.
Sogolytics tracked 3,330 Millennials and Gen Z consumers across three years to find out why — and the answer isn't what most credit unions assume it is.
You'll leave with:
- Why values don't convert to membership. The specific barrier that's actually in the way.
- The digital perception gap: why 47% of your own members are very satisfied with your tech, yet non-members still think you're outdated
- What would make them switch. Ranked, specific, and more actionable than you'd expect.
- Why Gen Z and Millennials need completely different reach strategies. And what that looks like in practice.
Who this is for:
- If Millennial membership at your CU has plateaued or dropped You're not imagining it. It fell from 31% to 22% industry-wide in two years. This session covers why. And where the window still exists.
- If you're trying to reach younger members but nothing is sticking The problem probably isn't your product or your rates. The data points to something more fixable than that.
- If you've read the trend pieces but want the actual numbers This session is built entirely on primary research. 3,330 respondents, three years of tracking. We're breaking down the study, not summarising someone else's take on it.
About the session
Jacob and Katie run this as a fireside chat. The kind of conversation that actually moves, not a slide deck with two people narrating it. They'll work through the uncomfortable findings, push back on each other where the data gets complicated, and leave time for the questions that matter to your specific situation.
Wednesday, May 6 | 1:00 PM ET | 45 minutes | Free to attend.
The full research report goes to every registrant after.
Reserve my spot
