How credit unions can partner with fintech to attract Gen Z members
Gen Z is coming into financial maturity—bringing $360B in spending power with it. Digitally-native and socially driven, Gen Zers are looking for organizations that understand their individuality and can meet their digital expectations. Is your credit union ready for that?
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Meet the speakers
Sam Plester
Founder/CEO, Mission Brands Consulting
Sam has held national leadership roles within the U.S. credit union movement, focusing on brand strategy, affinity marketing, and content strategy and development.
Prior to working in the credit union system, Sam held a series of marketing roles in the public sector, working across social housing, youth services and employment departments.
Reagan Bonlie
Founder/CEO, Nudge Money
Reagan is a JPMorgan alumni with 12 years in various wealth management roles including Executive Director and Wealth Management Principal, Vice President of Investments and Financial Advisor, and Private Banker.
Reagan grew his financial advisory practice from $0 to $140 million in AUM in under 5 years with consistent growth techniques and a strong financial planning acumen.
Brian Alvarez-Bailey
Founder/CEO, Allison
Brian is a seasoned veteran of the startup industry with over 15 years of experience. He specializes in fintech solutions and has played a number of roles including COO, CEO, CTO, and VP of Product Development.
Allison removes the complexities in banking, allowing credit unions to onboard any type of customer, and remain compliant. The same platform also brings scale and growth to fintech looking to partner with financial institutions.
Get in touch to discover how Mission Brands Consulting can support your organization to identify, engage and onboard Gen Z and other overlooked, underserved members.