Free Webinars

In our recently published report „Reaching Millennials - The Next Big Opportunity in Digital Wealth Management“ we analyzed how millennials will disrupt established forms of client behavior and interaction and explored how wealth managers can take advantage of the generational shift in clients by employing the right digital tools and channels. 

We are pleased to share our key findings with you in this exclusive and free webinar The webinar will last around 45 minutes. Our Senior Analyst Dr. Onawa Lacewell and Research Director Steffen Binder will discuss the following topics: 

  • Characteristics of millennials that matter for wealth managers
     
  • Five types of millennials including their principal traits in terms of attitude towards wealth, financial behaviors, digital communication and psychological characteristics 

  • Attitudes of millennials with respect to banking costs and fees, online services, transparency and more 

  • Expectations of the different millennial segments with respect to customer service, online/digital offerings, banking and branches 

  • Main mistakes wealth managers make when serving millennials 

  • Strategic and operational recommendations for wealth managers’ aiming to keep and win the next generation of clients 

Presenters are Rosalia Engchuan (Senior Analyst), Onawa Lacewell (Analyst) and Steffen Binder (Research Director).

Please register here for free webinar

After registering, you will receive a confirmation email containing information about joining the webinar.

See the recordings of previous webinars:

 

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