Younger generations present significant long-term growth opportunities for wealth management firms. Firms that can understand and address the unique investment needs of this emerging segment will be best positioned to capture their future wealth.
According to Aite Group’s recent survey of more than 1,000 US investors, convenience and online tools that support the investment process were cited as key reasons for GenXers and GenYers to shift assets between financial institutions. As younger, tech-savvy investors look for greater control of the investment decision-making process, wealth management firms, particularly banks, must ensure that their online platforms are keeping up with the latest consumer technology innovations.
Join us for a live Webinar to hear Sophie Schmitt, Senior Analyst, Wealth Management at AiteGroup and Chris Psaltos, Vice President, Product Management at Scivantage as they share valuable insights from Aite Group’s recent research:” The Race for Next-Generation Assets: Can Banks Maintain Their Lead?” and discuss how younger generations present multiple opportunities for wealth management firms, how the top five U.S. banks have succeeded in capturing the new generation of investors, and what they should do to retain and grow this share of wallet
Key topics covered in this interactive, one-hour webinar will include:
- Trends driving the evolution of next-generation investors
- Acquisition strategies to attract and retain next-generation investors
- Service models to support a range of Investor types and needs
- Insight into the latest technologies to support your firm’s online strategy
You can register here for full access to listen on Wednesday, July 25, at 4:00 PM EDT.