Event Event

From Boomers to Zoomers: Preparing banks for the greatest generational wealth transfer in history

Get access now

You must provide your contact details to receive this content. This means that we’ll occasionally invite you to Optimizely events and webinars and send you industry insights and product news.

Optimizely will store and process your personal data as described in our Privacy Policy. You can opt out at any time.

During last few years, online behaviors for all demographics have evolved and customers’ expectations are often driven from other digital engagements in unrelated industries. 

In their latest research, Hero Digital examined several attributes, including trust, convenience, ease of interaction, and connection, to identify what is essential for banks to remain competitive, set them apart from their competition, and – most importantly – how these expectations differ by generation.

Baby Boomers are predicted to pass $8.8 trillion in assets to the generations following them over the next decade. Financial institutions need to be prepared to connect with these younger customers, taking into account how each generation’s bank relationships differ. 


The generations do not bank the same. How can banks continue to connect with their existing, aging customer base while also attracting new, younger customers?