The Great Wealth Transfer is reshaping financial services. This report, based on a survey of 250 senior leaders, reveals how firms are preparing for next-gen clients, where the biggest execution gaps lie, and how AI is transforming the landscape.

The largest intergenerational wealth transfer in history is underway, creating a pivotal moment for financial services. While 91% of firms feel prepared to serve the next generation, a significant execution gap remains. This report, based on a survey of 250 senior leaders in North America, explores the industry’s readiness, challenges, and the transformative role of AI. Download the report to gain a competitive edge and bridge the gap between strategy and execution.

You’ll learn:

• The biggest challenges hindering digital client experiences, from legacy systems to personalization
• Key opportunities to innovate your engagement model, including AI-powered tools and digital onboarding
• How firms are leveraging AI today and their investment plans for the near future

Offered Free by: Seismic