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The Great Wealth Transfer: How Lifestyle Services Can Engage the NextGen and Retain AuM

"Banks have been scrabbling with NextGen programs for the last decade... the concierge point is a powerful one" - A Senior Private Banker, A Global Private Bank

During the next decade, some of the wealthiest individuals in the world will trigger the largest transition of wealth in history, transferring more than $15 trillion to the Next Generation (NextGen). In most cases, this wealth transfer leads to the recipients – the spouse and heirs – switching to a new financial advisor.

Private banks and wealth managers wishing to retain and attract AuM during the Great Wealth Transfer must act now by establishing a relationship with the NextGen.

Discover how leading wealth managers use lifestyle services as a Customer Experience (CX) solution to differentiate their NextGen strategies and secure AuM through “The Great Wealth Transfer”.

Our Case Studies

The Power of Personalisation

How a bespoke, highly individualised lifestyle service can help retain clients

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Like seismic waves after an earthquake, the reverberations of the pandemic have been felt long after its main event, leaving cracks in the economy and how we live in its wake. We investigate the lifestyle trends that have emerged among affluent and wealthy spenders in the aftermath.

CRM and the rules of engagement

How a powerful, proven CRM strategy will influence customer behavior.

How the high-net-worth and mass-affluent will travel in 2022 and beyond

Capitalize on luxury travel trends to increase customer lifetime value.

Lifestyle Service Open APIs Fuel Customer Experience and Value

Leading banks and financial services firms offer travel and lifestyle concierge services as part of their customer experience (CX) strategy. Open APIs allow these companies to surface the most relevant lifestyle services to their customers within their digital platforms and apps, growing acquisition, retention, engagement and card spend.

Interest rates are changing and so are customer strategies in financial services…

Private and retail banks should be working on their customer strategy when interest rates rise. Here are proven ways to invest in customer retention and acquisition.

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