Engaging the Next Generation of Consumers:

Gaining &
Building Trust

Throughout the Buying Journey Webinar

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Presented by:

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RECORDED: August 20, 2019
TIME: 1:00 - 2:00 PM CT

An estimated $30 trillion in wealth will be passed from baby boomers to their heirs over the next 20 years1.

Baby boomers are the wealthiest generation in American history, and over the next few decades they’ll pass down all that wealth in what is being called the “Great Wealth Transfer.” Financial institutions stand to benefit significantly from this event — but only if they’re properly positioned to serve their new clientele’s needs in the way it wants to be served. To accomplish this and be ready for the coming transfer of wealth, financial institutions must prepare now.

Join us for this complimentary BAI webinar to learn:

  • How baby boomers, Gen Y and Gen Z view financial institutions differently
  • Why early engagement and education is essential to the buyer’s journey
  • The secret to earning the trust of and deepening relationships with Gen Y and Gen Z
  • How to use data analytics to engage each generation and boost revenue

1Accenture, “The “Greater” Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth,” 2015


PRESENTERS:

Robert Ropars Sr.
Digital Marketing Strategist, Financial Services
Harland Clarke

Robert Ropars is a Senior Digital Marketing Strategist at Harland Clarke, and brings over twenty years of experience in strategic client support and digital strategy for multiple industries/verticals including financial institutions.

Within the financial services industry he’s worked with numerous lines of business including retail/consumer, small business, wealth and mortgage. He holds in-depth experience in brand knowledge management/ local and organic SEO, digital display advertising strategy, email marketing, customer onboarding, digital strategies in general, tech trends and translating technical concepts into plain English.

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Crystal Steinbach
Marketing Strategist
Harland Clarke

Crystal Steinbach is a Marketing Strategist at Harland Clarke, and brings eleven years of digital marketing experience starting in CRM and email marketing, expanding into marketing automation and online customer experience, ultimately leading multi-channel marketing strategy for a variety of organizations in industries from Financial Services, to Fortune 500, to eCommerce.  

She has a proficiency in data and reporting, and an unending desire to innovate and improve through the use of programmatic and intelligent technologies. Today, Crystal works with Financial Industry clients to optimize and innovate within the digital channel, allowing banks and credit unions to connect with their customers and prospects on a one-to-one level where those consumers are spending time every day – the internet.