The largest intergenerational wealth transfer in history is already in motion, and financial institutions that wait risk being left behind. This white paper outlines five key strategies banks and credit unions can implement today to capture the attention—and trust—of younger generations, particularly in underserved communities.
Why It Matters Now:
- 28% of Gen Z would switch banks based on values alignment
- 59% of social-media-based learners can’t tell good advice from bad
- $869 billion in student loans held by borrowers under 40
- Only 6% of Millennials and 2% of Gen Z consider local banks their primary institution
Who This Is For:
- Bank and credit union leaders
- Community reinvestment and DEI teams
- Marketing and customer experience strategists
- Financial education and CRA compliance teams
Download the full report to learn how your institution can position itself as the trusted partner for the next generation of wealth holders.