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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?
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Resource
Overcoming Regulatory Barriers to Enhance Client Interaction

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.  But how do you overcome regulatory barriers without sacrificing the next-level experience that clients expect? In.
Case Study
Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just one part of the story. With a streamlined service, Raiffeisenbank agents were better able to.
Whitepaper
The 2023 Retail Banking Trends

Hybrid experiences built on trust Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the.
Whitepaper
Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer.

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