The Real Future of Finance: Millennials and Money

June 6, 2013
Hosted by Té Revesz

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Guest Information

Episode Description

Millennials, money & marketing; this week’s show has them all. It also has entrepreneur Lisa Halpern, CEO of Kiboo Life, a social banking & financial literacy start-up. Kiboo’s Know Your Money™ platform builds community around money management with original content, a financial analytics engine, plus social features and functionality that engage young people to save spend and give their money smarter. Lisa will share key insights drawn from 6 years of research, as well as highlights from her recent appearance at London’s “The Future of Finance" conference. What is the relationship between Millennials/Gen Z and money? What drives their purchase decisions? How did the 2008 meltdown affect their financial behavior? How do they feel about borrowing & other financial products? What leads them to trust/distrust brands? Why do they prefer alternative financial products? What do banks and cards need to do to win them back? Will they continue to share their life-info on line?

Global Reach

Global Reach

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We are all operating in a dynamic global marketplace, whether we reach across borders to find new customers and fresh ideas or face overseas competitors in our home market.

Global Reach embraces the opportunities and challenges we encounter when operating in multiple countries and cultures. We talk with entrepreneurs and executives about their strategies for winning in fast changing world markets: cross-cultural communication, global branding, media and marketing, transportation and manufacturing, the future of finance, alternative investment strategies, innovation and IP protection.

Global Reach interviews thought leaders about 21st century megatrends that impact international entities: trends like the business and politics of sustainability, the morphing nature of competitiveness, globalization, global companies vs national governments, worldview and growth prescriptions, emerging markets issues, and the corporate impact on society (governance, ethics and leadership).

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Té Revesz

Té Revesz

Té Revesz is known for her ability to conduct strategic research on a global basis and for her creativity in handling complex business challenges.

As principal of GlobalReach-SBI, a research and consulting firm with a network spanning over 60 countries, Té provides clients with strategic intelligence on market opportunities and threats. She covers such diverse areas as global branding, new product development, payment cards, clinical trials, and political risk. An expert in primary research, Té has interviewed business, government and labor leaders, doctors and technical experts—and managed focus groups—around the world. She was profiled in Super Searchers Go to the Source as one of the top US interviewers.

Prior to founding her own firm, Té headed the Industrial & Healthcare Practices of FIND's Strategic Consulting & Research Group and taught at the Zicklin School of Business (Baruch/CUNY). She was the Editor of Business International’s flagship newsletter and helped create its country risk service.

An NYC native, Té is active with Citizen Action, the URJ’s Commission on Social Action, and NY Neighbors for American Values (defending religious freedom, diversity and equality). She holds a Masters from Columbia’s School of International & Public Affairs and a BA from Goucher College. She’s an avid bike rider, theater buff and farmers market supporter—and the bemused owner of 2 demanding felines.

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