Capturing the Great Wealth Transfer
With $84 trillion passing to younger generations, banks and credit unions face both existential risk and unprecedented opportunity.
October 20246 min read
Insights
Perspectives on the Future of Financial Institutions
Research, analysis, and strategic insights from our team of financial services veterans.
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Industry Analysis
How banks and Credit Unions Can Win the $124 Trillion Wealth Transfer
With $124 trillion transferring to the next generation by 2048, financial institutions must combine human advisors with technology to compete. Only 6% of Millennials use banks—but personalized wealth management and consultative relationships offer the path forward.
July 202510 min read
Recent Insights
The Compound Intelligence Effect
How systematic customer intelligence creates competitive moats that grow stronger with every interaction.
October 20245 min read
Breaking Down Operational Silos
Why fragmented business lines prevent growth and how to create natural synergies between retail banking and wealth management.
September 20247 min read
From Transactional to Consultative
The framework for transforming reactive engagements into proactive advisory relationships.
September 20246 min read
Meeting Millennials Where They Are
Why hybrid engagement models combining digital convenience with human expertise are critical for the next generation.
August 20245 min read
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