Future wealth transfers from Baby Boomers to younger generations will result in a substantial change in what customers anticipate from financial institutions. The FinServ Guide to the Greatest Wealth Transfer in History, according to a research titled “From Boomers to Zoomers: Preparing Banks for the Greatest Generational Wealth Transfer in History,” Optimizely’s partner Hero Digital addressed these trends. This study reveals what matters most to customers and how to build enduring relationships with people of all ages. To further investigate these distinctions, Optimizely also held a special webinar with industry experts.
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