Why it Matters
As $Trillions move from Baby Boomers to Millennials and Gen Z over the next two decades, financial institutions face a defining moment: capture disproportionate market share or watch legacy relationships dissolve. This guide provides CMOs and marketing leaders at banks, insurance companies, and fintechs with a strategic blueprint for winning during the largest intergenerational wealth transfer in history.
What’s Inside
The New Financial Consumer
How social media, AI, and media fragmentation have fundamentally changed how younger generations research, evaluate, and select financial products.
Six Strategic Imperatives
Actionable frameworks covering identity infrastructure, influencer ecosystems, full-funnel performance marketing, compliance as competitive advantage, and data-driven optimization.
Real-World Applications
How leading financial services brands are leveraging connected commerce across affiliate, influencer, content, and retail media channels to reach customers outside traditional platforms.
The CJ Approach
Insights from managing the world's largest performance marketing network, including proprietary data from $28 billion+ in annual transactions.