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Help and Trust: Financial Needs of Today’s Generations

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Spend. Borrow. Save.
A MaritzCX Cross-Generational Study of Financial Habits and Concerns

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 wellbeing. 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.

Join MaritzCX financial experts, Dan Hickey and Jennifer Passini for a web cast that will discuss in detail the results of the study and identify the differences and similarities in financial habits among today’s generations. During this web cast you’ll obtain a better understanding of each generation’s thoughts about investing for retirement, saving for emergencies, incurring debt, and budgeting. Our experts will provide tips on setting a CX strategy that helps build trust and create a differentiator for your institution.

What you’ll learn:

  • Which areas of finance every generation feels like they need advice about
  • What is causing uncertainty and mistrust of financial institutions
  • Why customer experience plays a role in the study findings
  • How financial institutions can establish trust

Join the webinar and find out more!

*The MaritzCX generational study sample included 600 non-full-time student Millennials living on their own; 300 GenX’ers; 300 Baby Boomers, and 300 Silent Generation.

SOME OF THE WORLD'S BEST BRANDS TRUST MARITZCX

MACU
Transamerica
SunTrust
HSBC
citi grey
frost

MaritzCX is the world’s only full-service customer experience company that combines technology, data, and research expertise to make sure the right people in your organization can understand and respond to every customer experience in real time.

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