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The great wealth transfer: A data-driven opportunity for financial services

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Over the next 20 years, baby boomers will transfer a staggering $72 trillion to their heirs. This massive wealth shift presents both a risk and an opportunity for financial services firms. To capitalize on this, firms must overcome a critical challenge: data. Read through the infographic below to learn more about the critical role of identity data management in ensuring the expectations of financial services consumers are met through the “Great Wealth Transfer”.