Mobile searches related to financial planning and management have grown 70% over the last two years.

Finance industry insights: The secret to winning a new generation of customers

We’re on the cusp of the largest wealth transfer in history. As the baby boomer generation gets older, their accumulated wealth is being transferred to a new generation of financial consumers who will need products and advice.

A new generation comes online

A new wave of consumers is heading online to manage their finances and grow their wealth. By delivering on the desire for simplicity, confidence, and personalization, brands can identify opportunities, build urgency, and grow share of wallet with this new generation of financial consumers.

Instill confidence

People want help making informed financial decisions, achieving their goals, and navigating life events. Brands that can help in those areas will show they’re a partner people can trust.