Younger generations are almost twice as likely to want a one-stop shop for their financial and insurance needs than baby boomers and seniors. They want access to a wide range of products through a single provider, and this type of customer experience makes it easier for them to manage all aspects of their financial life in one place.
That also means providing educational content and tools around overall financial well-being and personalizing marketing messaging to cater to their individual needs.
All these principles help create a cohesive customer experience for younger generations. Download this insightful resource to find out how you can apply them to your own financial institution.
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