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Achieving Primary Financial Institution Status with Baby Boomers

Brought to you by:

Harland Clarke

As much as 30 percent of banking revenues will be at risk by 2020 due to new trends and new competitors. Financial institutions that want to increase profitability and improve retention must remain top of mind, become an invaluable daily resource, and achieve primary financial institution (PFI) status with the most affluent generation in history, baby boomers.