Financial Services

01 | Inquiry:

How do Millennials think about acquiring a mortgage? What is important to them throughout the mortgage process?

02 | Investigation:

Hypothesis:
Millennials are the generation of consumers most likely to make purchases online so they will be comfortable with a quick, data-driven, impersonal process.

Methodology:
Confab Groups with millennial first time homebuyers.

03 | Insights:

Millennials want a personal experience, but that doesn’t necessarily mean an in-person experience.

Millennials want to know their mortgage company is an active member of their local community.

04 | Initiative:

Banks and mortgage lenders can build credibility and favorability with the millennial generation by educating them on the home buying process in general. The Seratti Group made specific recommendations on initiatives that could capitalize on these insights.

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