What is a key focus for private banks when engaging with the next generation of clients?
Generational Wealth Transfers in the Digital Age

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7 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Offering traditional banking services
Ensuring ease of use in digital interfaces
Providing in-person consultations
Focusing solely on older clients
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How has digital data onboarding changed the account opening process?
It now requires more paperwork
It requires in-person verification
It has become a lengthy process
It is now completely paperless and faster
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What investment area is the younger generation particularly interested in?
Traditional stocks
ESG and alternative investments
Cryptocurrencies
Real estate
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is a common approach to including cryptocurrencies in portfolios?
Investing only in Bitcoin
Avoiding cryptocurrencies altogether
Using structured products for exposure
Directly buying cryptocurrencies
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Why do private banks pair senior bankers with junior bankers?
To focus on only one generation
To cover different generations of clients
To reduce costs
To simplify the banking process
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is a significant challenge in the crypto space?
Limited investment options
High regulation
Stable market conditions
Lack of risk measurement
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is a benefit of having human advisors in private banking?
They are cheaper than robo-advisors
They provide a comprehensive service
They only focus on local markets
They avoid using technology
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