Playbook

The Future of Wealth Management Client Communications – A Generational Approach

Experts estimate the “Great Wealth Transfer” will see parents and grandparents pass down trillions of dollars to the next generation over the following two decades. Market players are already competing for the attention of these beneficiaries, so how can wealth management firms expect to succeed during this massive transition?

Wealth management firms need to entice younger investors with modern, cost-effective digital investment options while maintaining relationships with older, traditional clients. To survive, firms must learn to offer the right channels—at the right life stage—while keeping a pulse on emerging technologies.

This playbook guides wealth management firms in delivering a modern, future-facing customer experience using detailed insight into the communication needs of four generation segments.

Key Takeaways:

How to seize opportunity from the largest wealth transfer in history
The growing importance of online digital channels for Boomers and Gen Xers
How to gain and retain Tech-Savvy and FinTech-Friendly Millennials and Gen Z customers
Why implementing a Customer Communication Management (CCM) solution like Doxim helps deliver effective generational communication

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.