The Critical Window: Invest in Young Adult Financial Education
Most young adults enter adulthood unprepared for their biggest financial decisions. Only 20% receive financial education before age 25, right when they’re choosing credit cards, managing student loans, and shaping spending habits that last decades. Financial institutions that guide them early build lifelong relationships. Those that don’t risk losing an entire generation to fintechs and digital competitors already meeting young adults where they are – online, interactive, and on their own terms.
This white paper explores how financial institutions can close the young adult education gap while strengthening loyalty, reducing risk, and increasing lifetime value.
Inside you’ll discover how to:
- Close the young adult financial education gap
- Build trust and engagement with your customers
- Tie education directly to business impact and ROI
Why timing matters:
- 62% of Gen Z rely on “finfluencers” for financial advice.
- Adults keep the same checking account for an average of 17 years.
- Early education reduces risk, boosts loyalty, and drives product adoption.
Achieve real impact with just-in-time learning. Everfi Achieve™ delivers mobile, interactive financial education that integrates seamlessly into everyday banking experiences. From building emergency savings to understanding credit scores, Achieve empowers customers while driving measurable ROI for institutions.
Download the White Paper
Explore how financial institutions can capture long-term customer value by investing in young adult financial education at the moment it matters most.