How brokerages can win millennials with sentiment-driven insight, AI assistants, transparency, and education-first, mobile-first experiences.
For brokerage founders and executives, product and operations leaders, and marketing and education teams tasked with attracting and retaining younger investors. If your mandate is transparency, modern UX, and credible education, this guide lays the groundwork.
It’s also for teams weighing where to invest next: sentiment analytics, chatbots, robo-advisors, and an in-house content ecosystem that keeps users learning without leaving your platform.
You’ll learn how millennials evaluate brokers through technology sophistication and transparency, and how to translate that into product bets. The book shows where sentiment analytics inform content and product, how AI assistants reduce friction, and why compliance-ready crypto features can be a draw without exposing you to undue risk.
You’ll also learn how to build an education-led ecosystem (videos, courses, widgets, timely articles) that keeps users engaged, while prioritizing mobile usability and sustainable cost structures over hype cycles. The final chapter helps you set a realistic roadmap: what to ship now, what to prototype, and what to postpone.
