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GGAM Services

STRATEGIC DEMOGRAPHICS

WHEN BABY BOOMERS MAKE THE LARGEST TRANSFER OF MONEY IN HISTORY,
HOW WILL YOU FUND ASSETS IF THEIR KIDS AREN'T MEMBERS?

How well do you provide what your members want?

Bank, Borrow & Save:

Demographics: wallet share by banking, borrowing & saving – # of accounts, % of balance sheet, loyalty & liquidity.

Banking: checking, money market and savings accounts

Lending: mortgages, auto loans, credit cards, secured and unsecured loans

Saving: savings accounts, IRAs, investment services

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