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Financial Services

Fintech Opportunity in the Great Wealth Transfer

img 27 January 2026
imgBrent Walker

An estimated $124 trillion will transfer from Baby Boomers to younger generations by 2045, representing one of the largest shifts in economic power in modern history. Thismassive movement of capital is already reshaping howfinancial services.

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Psychographics

Credit Union Strategy for the Great Wealth Transfer

img 20 January 2026
imgBrent Walker

Over the next two decades,more than $124 trillion in assets will transfer from Baby Boomers to younger generations, creating both opportunity and risk for credit unions. This massive shift will determine which institutions maintain relationships.

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Psychographics

The Great Wealth Transfer Impact on Banks

img 15 January 2026
imgBrent Walker

The financial services industry stands at the precipice of a monumental demographic and socioeconomic shift as Baby Boomers transfer wealth to younger generations. An estimated $124 trillion in US household wealth will flow from Baby Boomers to.

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Financial Services

The Great Wealth Transfer and Psychographics

img 13 January 2026
imgBrent Walker

TheGreat Wealth Transfer represents $124 trillion moving from older to younger generations by 2048. But honestly, just knowing the dollar amounts only scratches the surface. Each generation looks at wealth, risk, and financial relationships.

Credit Union Strategy for the Great Wealth Transfer
img 20 January 2026
imgBrent Walker

Over the next two decades,more than $124 trillion in assets will transfer from Baby Boomers to younger...

The Great Wealth Transfer Impact on Banks
img 15 January 2026
imgBrent Walker

The financial services industry stands at the precipice of a monumental demographic and socioeconomic shift...

Personalization Strategy in Finance
img 30 December 2025
imgBrent Walker

Financial institutions face a critical turning point where customer expectations have fundamentally shifted....

Credit Union Member Experience
img 16 December 2025
imgBrent Walker

Credit unions face a challenging reality. Members can access competitive rates from countless financial...

Compliant Personalization in Finance
img 2 December 2025
imgBrent Walker

Financial institutions face a critical tension between delivering personalizedcustomer experiences and...

Psychographic Data in Banking
img 18 November 2025
imgBrent Walker

Banks collect massive amounts of customer data yet still struggle to create meaningful connections with their...

Customer Journey in Banking
img 11 November 2025
imgBrent Walker

Modern banking customers expect seamless, personalized experiences at every touchpoint, yet most financial...

Omnichannel Banking
img 28 October 2025
imgBrent Walker

Modern banking customers expect to start a transaction on their mobile app, continue it at an ATM, and...

Data Privacy in Personalization
img 30 September 2025
imgBrent Walker

Personalized experiences drive customer engagement and loyalty, but they can come at a cost that many...

AI Personalization for Community Banks
img 23 September 2025
imgBrent Walker

Community banks face intense competition from fintech companies and large financial institutions that...

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