For Financial Services Professionals

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	May 8, 2006 The Generations Of Financial Services Consumers Examining How Financial Needs Differ Across Generations Of US Consumers by Bruce D. Temkin with Peter Hult, Eric M. Dolan	Average: 9  (5 ratings)

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Executive Summary

Boomers are nearing retirement while Gen Yers are beginning their independent financial lives. But there are more differences among consumers than just their age. Our analysis of survey responses from Seniors, Boomers, Gen Xers, and Gen Yers shows that they differ in their attitudes, financial portfolios, preferences for interacting on the Web and in the branch, investment styles, and relationships with financial institutions. These differences will force financial services institutions to more explicitly factor generational differences into their strategy.

TABLE OF CONTENTS

• The Generations Of US Consumers
• Which Financial Products Do They Own?
• Which Channels Do They Use?
• How Do They Invest?
• What Types Of Relationships Do They Have With Financial Institutions?

WHAT IT MEANS

• Generational Differences Must Drive Financial Services Strategy
• Related Research Documents

This is an excerpt

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