Is your growth strategy Gen Z-ready? A deep dive into this generation's expectations of financial products
A new report from april about the future of financial service innovation

Is your growth strategy Gen Z-ready? A deep dive into this generation's expectations of financial products

In an era characterized by rapid technological advancement and evolving consumer behaviors, the U.S. banking sector finds itself at a significant crossroads. As 2023 marked a year of considerable change, highlighted by events like the collapse of Silicon Valley Bank, the industry's dynamics have shifted, pointing towards a future where digital prowess and consumer trust become the twin pillars of banking success.

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The rise of big banks

Recent data reflects a clear trend: big banks are expanding their dominion. With a commanding 45% share of total profits in the national banking industry by the third quarter of 2023, major banks such as JPMorgan Chase, Citigroup, and Wells Fargo have solidified their position, navigating through inflationary pressures and leveraging scale to their advantage.

The digital shift and Gen Z

However, this shift towards larger entities has left smaller regional banks in a precarious position, particularly as the allure of in-branch banking diminishes. This is where Gen Z comes into the picture—a demographic that is gradually defining the future of banking. Surprisingly, only 47% of Gen Z individuals have a traditional bank account, a stark contrast to the higher percentages observed in older generations like Baby Boomers and Millennials.

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What Gen Z wants

Insider Intelligence projects that approximately 4 million Gen Z individuals will open new banking accounts annually through 2026. This generation's preferences are distinctly tilted towards fintech solutions, which offer a blend of innovation, personalization, and digital convenience—traits that traditional banks have been slower to adopt.

Fintechs are already capitalizing on this shift, having gained substantial traction among younger consumers who favor budgeting apps and personalized financial services. In fact, a staggering 60% of Gen Z used platforms like TurboTax for their taxes last year, showcasing their comfort with and preference for digital-first solutions.

The competitive landscape

For traditional and regional banks, the challenge now is to integrate technologies that resonate with Gen Z’s expectations—self-service options paired with personalized, data-driven insights. This demographic is not just looking for a bank but a financial partner that mirrors the ease and intuitiveness of the technology platforms they use daily.

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Why read the full report?

This introductory overview only scratches the surface of understanding Gen Z's complex financial behaviors and needs. Our full report dives deeper into these trends with detailed analytics and insights, providing financial services leaders with actionable strategies to attract and retain this crucial demographic. By embracing the insights from our comprehensive analysis, banking executives can better position their organizations to thrive in a future where Gen Z's preferences will dictate market success.

To gain an unprecedented view into the financial desires and behaviors of Gen Z, downloading our complete report is an essential step for any financial services professional aiming to stay ahead in this rapidly evolving landscape.

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