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Successfully engaging Gen Z in banking

Flexible, value-adding, authentic: reimagining banking for the next generation


17 September | 11:45am CDT | The Westin Chicago River North, Chicago

With some of the toughest economic conditions in decades, the impact is being felt most amongst our youngest adults, Gen Z. Rising inflation, high rents and the cost-of-living crisis has bred a cautious and debt-averse generation. They not only demand a new level of flexibility and support from their banks, but also digitally cutting-edge experiences balanced with human connection. This roundtable discussion will explore how banks can adapt to this new generational mindset and innovate to successfully engage Gen Z.

Attend to gain insights on:

  • Innovating to cater for the first true digitally native generation: what are the priorities?
  • From flexibility to guidance to personalization: unpacking Gen Z’s needs and expectations
  • Turn thought into action: how banks can reach and connect with Gen Z on a practical level

Welcome and participant introductions

Scene Setter | Meeting Gen Z’s expectations: what, why, how?


  • From experience to brand values: what are the expectations of Gen Z? Which organisations are leading the way?
  • From Buy Now Pay Later to flexible loans to supporting Gig Economy workers: how can banks innovate to add value to Gen Z lifestyles?
  • Meeting Gen Z’s digital experience expectations: what can be learnt from the likes of Chase and Meta?
  • The human connection: how can banks balance the human and digital for a Gen Z audience that often seeks both?
  • Beyond transactional relationships: how can banks secure trust and brand loyalty?
  • The importance of sustainability: how can banks demonstrate true commitment?
  • Clarity, transparency, personalization: what role can banking communications play in building trust?

Closing remarks

(60 minutes)



Erin Slater, Head of Financial Services Strategy and Growth, Quad


Erin Slater serves as head of financial services strategy for Quad, an integrated marketing agency. In her role, Erin is responsible for the thought leadership and strategic programs that complement Quad’s 50+ years serving the financial services industry. Erin’s 20+ years of experience spans integrated marketing for some of the world’s leading financial institutions, including banking, wealth and asset management, insurance and credit card sectors. Erin holds a Bachelor’s of Science in Journalism from the Medill School of Journalism at Northwestern University and lives in Denver with her husband and two children.



Todd McNab, VP of Client Strategy, Quad


As VP of Client Strategy for Quad’s direct marketing solutions, Todd McNab draws on his extensive experience and innovative mindset to cultivate growth and drive Quad’s client-specific strategies to new heights.

A 2019 winner of the Susan Kryl Marketer of the Year Award, Todd has a 25-year track record of positively impacting the ROI for his clients across a diverse group of organizations within the insurance, travel, retail, restaurant, financial services, streaming and telecommunications worlds.

Before joining Quad, Todd spent 18 years at Epsilon focused on client growth and success, working with brands such as Nationwide, Allstate, Popeyes, Disney/Hulu, Qwest, Edward Jones, and CUNA Mutual (now TruStage). He has served with and spoken at associations like LIMRA and the ANA (formerly the DMA).

Request an invitation

This roundtable is designed for senior figures working across banking and financial services.

Fill in this short form if you meet the above criteria and would like to participate in the discussion on 17 September. All invitation requests will be vetted and approved (or declined) by the organiser.

About Quad

Quad (NYSE: QUAD) is a global marketing experience company that helps brands make direct consumer connections, from household to in-store to online. Supported by state-of-the-art technology and data-driven intelligence, Quad uses its suite of media, creative and production solutions to streamline the complexities of marketing and remove friction from wherever it occurs in the marketing journey. Quad tailors its uniquely flexible, scalable and connected solutions to clients’ objectives, driving cost efficiencies, improving speed to market, strengthening marketing effectiveness, and delivering value on client investments.

Quad serves nearly 3,000 clients including industry leading blue-chip companies in the financial services sector. It is ranked as the 14th largest agency company in the U.S. by Ad Age (2023), and the second-largest commercial printer in North America, according to Printing Impressions (2023).

For more information about Quad, including its commitment to ongoing innovation, culture and sustainable impact, visit


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