KPMG Logo

Download the white paper for banks now: Next Generation Investing – Success Factors for the Next Generation

Our analysis reveals what young investors expect – and how banks should strategically realign their range of investment products.

maedchen-am-laptop-en-450x660

How do young Generation Z investors invest – and what implications does this have for banks and securities providers? Our white paper “Next Generation Investing” analyses the investment behaviour, expectations and decision-making processes of 15- to 30-year-olds. The key finding: traditional product and retention models are barely effective anymore. What matters today is relevance, simplicity and digital excellence. For banks, this means a fundamental strategic overhaul of their securities business.

In the white paper, you will learn, among other things,

  • how Gen Z invests throughout their customer journey and which touchpoints are crucial,

  • why financial decisions are increasingly made in a hybrid manner,

  • how needs and expectations differ depending on life stage,

  • what role neobrokers play as market trendsetters, and

  • which five strategic levers banks can use to attract young investors in the long term.