Whitepaper

Millennial wealth: how to prepare for imminent change

 

Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation and generates productive and meaningful relationships. 

Generational wealth transfers typically result in 90% of “heirs” changing advisor. Millennials, in particular, have different expectations and needs to Boomers. They want financial advice - but delivered differently.

This shifting demographic, along with rapid technological progress and growing competition between providers, poses challenges for finance firms. Developing strategies to overcome these hurdles is a matter of urgency.

Download our free 19-page whitepaper to understand:

  • Who are Millennials? How can we define this generation of consumers? 
  • What do Millennials expect and want from their financial provider? 
  • What challenges do the demands of Millennials pose for financial services? 
  • And what can providers do to better serve Millennial customers?
  1. Digital banking transformation: moving towards an omnichannel reality
    Report

    Digital banking transformation: moving towards an omnichannel reality

    An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today.

  2. Unblu Conversational Solutions for Brokers
    Fact Sheet

    Unblu Conversational Solutions for Brokers

    Clients who receive a positive experience from your service overwhelmingly turn into your greatest advocates.

  3. Take the pain out of claims
    Whitepaper

    Take the pain out of claims

    Find out how the right blend of convenience and personalized human interaction will provide your customers with the reassurance they seek and a positive experience they desire.

  4. Unblu Secure Text Messaging: the ultimate guide
    Fact Sheet

    Unblu Secure Text Messaging: the ultimate guide

    Secure Messenger is part of the Unblu platform and is a natural expansion of the pervasive chatting experience.

See all Resources library

Stay in touch