Webinar Series | Stop Selling and Start Advising

Winning the Business of the Emerging Affluent

Meet Emerging Affluent, ranging from Gen Z to Millennials, set to inherit a massive $72.6 TRILLION in the coming years. Your bank’s role in managing this wealth may be questioned as heirs decide whether to seek assistance from traditional banks or trendy fintech companies.

J.D. Power research finds 56% of emerging affluent customers remember receiving advice from their bank in the past 12 months. However, only 54% claimed that the advice met their needs. Banks need to comprehend what grabs the interest of emerging affluent customers and how to gain their trust as reliable advisors.

Stop customers seeking out fintechs for assistance and win over their critical segment. Discover effective tools, tactics, and strategies to position your bank as the go-to resource for helping manage their inheritance.

What you can expect to learn

  • Develop a scalable Emerging Affluent advice strategy.
  • Help customers overcome student loan repayments, rising interest rates, and lingering effects of inflation.
  • Explore the technologies that will make your bankers trusted advisers despite high turnover.
  • Tailor financial advice based on customer segment, needs, and financial health status.

Date & time

Wednesday, Oct 11, 2023 | 11:00 am Pacific Time
Duration: 1 hour


Jennifer White

Jennifer White
Sr. Director, Banking and
Payments Intelligence,
J.D. Power

Evan Siegel

Evan Siegel
VP, Financial Services
AI Solutions,
eGain Corporation

Register for the webinar

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