From Boomers to Zoomers: Winning the next generation(s) of financial customers

Money worries cut across all generations. Yes, there are clear differences in how people think about money — but also some surprising similarities.

Regardless of age, consumers want more personalisation, clear language, and easy-to-use technology to help them better understand and manage their finances. And financial services brands can’t afford to underserve any generation if they want to thrive in challenging times.

We review three of the big challenges facing financial services brands:

• Friend or Foe – how generations are looking outside of FS brands for their finance needs
• Identity banking – how generations are wanting personalised FS services
• Navigating stormy waters – the different needs of generations in challenging and changing times 

…and then our panel discusses how brands can meet these challenges