Step aside. The new generation is coming with tall orders and high demands, and financial institutions better be willing to listen! We’ve recently been covering the trend of democratization of Financial Services, especially within the wealth management space. A number of movements, especially amongst the younger generations, like the FIRE (Financial Independence, Retire Early), and the Antiwork movement are causing millennials and Gen Zeters to rethink their approach to earning, saving and spending. This is resulting in a never before seen demand for wealth creation and wealth building products from a generation that has traditionally been neglected by the Financial Services Industry.
In this lively conversation with Varan Parthmanathan, CEO & Founder at Make Impact, he shares with us how Make Impact is educating a younger generation to invest sustainably. In this conversation you’ll find out the distinct consumer behaviours of those between 18 and 28 driving a change in the industry. Varan also discusses the mindset shift required from financial organisations to learn to listen to the needs of this group to develop solutions fit for their needs and values. Varan’s contagious enthusiasm, knowledge and passion for disrupting the investment space will leave you wanting to try out their platform and start making impact.