As Baby Boomer business owners retire in record numbers, often without formal exit strategies, financial institutions are facing a pivotal opportunity: guide the generational hand-off and grow lifelong relationships with both the current business owner and the rising successor.
Join Alkami Vice President Taylor Adkins for a data-driven, strategy-packed session on how financial institutions can win during this critical period, backed by research from the most digitally mature organizations. Those who are the most digitally mature and have invested in their strategy, culture, and technology are leading their peers in average annual revenue growth –
If your institution wants to avoid fumbling the handoff during the largest intergenerational wealth transfer in modern history, this is a conversation you won't want to miss
