1、1Wealth&Asset Management TechContentWealth and Asset Management Tech 2The Power of CustomizationGen ZMillenialsBaby Boomers&Silver Economy SMBs:An Untapped Market OpportunityChallenges in the Insurance SpaceStartups that Drive InnovationTwo-pronged ApproachTech for Asset Managers:Main TrendsFinancia

2、l Solutions per Market Domain36810 121415 Startups that Drive Innovation 16 Startups Share Their Views On the Industry41117 21 Wealth and Asset Management Tech The Power of CustomizationDifferent generations call for different solutions 3Financial Literacy AttitudesMost used source of financial educ

3、.SegmentationKey financial featuresNet worth impactLeast likely to have had any sort of financial instruction.Baby Boomers&Silver EconomyMillennialsGeneration Z65%pursue financial education and guidance.The pandemic led 52%of Gen Z to focus on their financial literacy.Family&FriendsInternet SerachFa

4、mily&Friends Social MediaThey have fewer retirement savings than planned because they started saving for retirement later than any other generation.This is due,in part,to the shift away from traditional pension plans and the rise of 401(k)plans in the middle of many boomers professional careers.Mill

5、ennials show a greater willingness to take on debt,such as student loans,or credit card debt,yet seek technology to track and manage their personal finances and show an inclination toward socially responsible investing.Gen Zs save more and earlier in relation to the elder.They have the highest entre

6、preneurial spirit with freelancing and business-building as aspirations but still need their parents to learn about some key concepts.Once Big Spenders,Now More StrategicFinancial Frugals Want Assets Sensitive Savers Dream of Freedom The level of financial knowledge highly correlates with asset owne