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MaritzCX Study: Cross-Generational Financial Habits and Concerns

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A little help and a lot of trust.

That’s what a recent, multi-generational MaritzCX study* reveals as the top needs among 1,500 respondents who expressed their sentiments about their current and future financial well-being. Every generation states a need for help with budgeting, paying down debt, saving for emergencies, and investing for retirement. However, the study also reveals that trust in banks and investment firms is low across every generation.

MaritzCX showcases the results of the study and identifies the differences and similarities in financial habits among today’s generations. Check out each generation’s thoughts about investing for retirement, saving for emergencies, incurring debt, and budgeting. And, learn tips on setting a CX strategy that helps build trust and create a differentiator for your institution

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