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TheGreat Wealth Transfer represents $124 trillion moving from older to younger generations by 2048. But...
The Great Wealth Transfer and Psychographics
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13 January 2026
Brent 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.
Personalization Strategy in Finance
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Financial institutions face a critical turning point where customer expectations have fundamentally shifted. Modern banking customers no longer accept generic experiences or one-size-fits-all products. A robust personalization strategy in finance.
Future of Finance CX
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Brent Walker
The financial services industry stands at a turning point wherecustomer experience will determine which institutions thrive and which fall behind. The future of Customer Experiance (CX) in finance will be defined byAI-driven personalization,.
Credit Union Member Experience
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Credit unions face a challenging reality. Members can access competitive rates from countless financial institutions with a few taps on their phones, making traditional differentiators like slightly lower loan rates or higher savings yields less.