The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. An emerging battleground for growth, Zoomers will soon make up 40% of the population and could become the wealthiest generation yet. 

But how can the financial services industry, more familiar with dealing with Gen-Z’s parents and grandparents, connect with this digitally native, social-media-obsessed generation? 

Are financial services ready for Gen-Z?

Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners. 

How are you connecting with Gen-Z? Tell us at upfront@iress.com. 

Get bonus content from this episode, including more from Martin plus our guide to doing social media on the upfront blog at iress.com/upfront.

The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. An emerging battleground for growth, Zoomers will soon make up 40% of the population and could become the wealthiest generation yet. 
But how can the financial services industry, more familiar with dealing with Gen-Z’s parents and grandparents, connect with this digitally native, social-media-obsessed generation? 
Are financial services ready for Gen-Z?
Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners. 
How are you connecting with Gen-Z? Tell us at <a href="mailto:upfront@iress.com">upfront@iress.com</a>. 
Get bonus content from this episode, including more from Martin plus our guide to doing social media on the upfront blog at <a href="http://iress.com/upfront">iress.com/upfront</a>.

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.

Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.

Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?

Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.

Find us on LinkedIn: https://www.linkedin.com/company/iress/ and at www.iress.com

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.
Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.
Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?
Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.
A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at <a href="mailto:upfront@iress.com">upfront@iress.com</a> and visit the blog at iress.com/upfront.
Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.
Find us on LinkedIn: <a href="https://www.linkedin.com/company/iress/">https://www.linkedin.com/company/iress/</a> and at <a href="http://www.iress.com">www.iress.com</a>

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