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The Generation Game

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Navigating the greatest wealth transfer in history

In the next decade, Baby Boomers are expected to pass on $8.8 trillion in assets to the generations that follow. This shift in assets also represents a huge shift in expectations, because each generation wants to bank in different ways. This new guide will help you navigate the greatest wealth transfer in history.

The big question financial institutions are facing today is: how do you connect with younger customers, while continuing to engage existing aging audiences?

This guide gives you the answer, bringing together learnings from a recent Hero Digital report and a dedicated webinar in partnership with Optimizely. You’ll find out what matters most to customers, what the generations expect from their financial institutions, and how this helps you find ways to stand out and accelerate growth.

What the guide covers:

  • How expectations differ by generation
  • The essential attributes that keep Financial Services companies competitive
  • How to create meaningful connections across the generations
  • How to stay relevant in the digital space