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Seniors & Banking: Unlock the Value of Your Most Valuable Customers

Seniors & Banking: Unlock the Value of Your Most Valuable Customers

Learn how engaging and protecting seniors today is the key to sustainable customer retention and acquisition in the future. (Rec. 7/12/22)

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Webinar Description

Recorded: July 12, 2022 

Learn how engaging and protecting seniors today is the key to sustainable customer retention and acquisition in the future.

Unlocking the value of older customers allows banks, credit unions, and financial advisors to not only serve their most valuable – and vulnerable – customers, but also to develop relational bridges to younger family members and their wealth, amidst the $24 trillion in generational wealth transfer currently underway. These younger generations already participate in the financial care of your senior customers, and learning how to provide the right tools, services, and content to both seniors and their families can lead to a lifetime of familial loyalty and profitable growth.

Join us to talk through:

  • The untapped opportunities for financial institutions and advisors to protect older adults – and the generations that follow them
  • The different stages of family involvement in senior financial care and the challenges these financial caregivers face – from legal to personal
  • The commercial benefits of investing in services and tools for both seniors and their families

 

Your registration includes:

  • A copy of the presentation materials
  • Unlimited video replay

 

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

 

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.

Webinar Description

Recorded: July 12, 2022 

Learn how engaging and protecting seniors today is the key to sustainable customer retention and acquisition in the future.

Unlocking the value of older customers allows banks, credit unions, and financial advisors to not only serve their most valuable – and vulnerable – customers, but also to develop relational bridges to younger family members and their wealth, amidst the $24 trillion in generational wealth transfer currently underway. These younger generations already participate in the financial care of your senior customers, and learning how to provide the right tools, services, and content to both seniors and their families can lead to a lifetime of familial loyalty and profitable growth.

Join us to talk through:

  • The untapped opportunities for financial institutions and advisors to protect older adults – and the generations that follow them
  • The different stages of family involvement in senior financial care and the challenges these financial caregivers face – from legal to personal
  • The commercial benefits of investing in services and tools for both seniors and their families

 

Your registration includes:

  • A copy of the presentation materials
  • Unlimited video replay

 

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

 

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.