Engage the Next Generation of Financial Consumers—With the Power of AI

A New Era in Finance Requires a New Kind of Data

In the next 10 years, trillions of dollars will change hands as generational wealth is transferred. Millennials are already poised to make up 75% of the workforce, and Gen Z is projected to carry one-third of all consumer debt by 2040. The opportunity is massive—if you have the right tools to act.

The Financial Services Marketer’s Playbook reveals how Resonate’s AI-powered consumer intelligence can help you: 

  • Understand and engage Millennial and Gen Z audiences with deep, real-time insight 

  • Build trust and relevance across every stage of the financial journey 

  • Balance the needs of multiple generations with personalized, data-driven campaigns  

  • Stay ahead of wealth transfer trends, emerging debt patterns, and shifting product demand 

Don’t get left behind in a legacy mindset. Learn how to engage the financial consumer of the future—today. 

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