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Achieving Primary Financial Institution Status With Baby Boomers

How to Build Engagement and Loyalty With the Most Affluent Generation in History

As the financial industry focuses more and more on Millennials, it risks ignoring the generation that is the foundation of bank and credit union growth — Baby Boomers.

They come with high expectations, but they reward performance with loyalty.

Our white paper explores challenges and opportunities that come with trying to achieve primary financial institution (PFI) status with the Baby Boomer generation. It provides insight and strategies — based on generational attitudes and behaviors — to help financial institutions increase engagement and loyalty, maximize wallet share and build long-term relationships with Baby Boomers.

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OF WHITEPAPER

Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions and marketing services, serving multiple industries including financial services, retail, healthcare, insurance, and telecommunications.

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