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They are increasingly using purpose-built technology and intelligence to engage with customers specific needs.
Here are three common life milestones and how banks can help you with yourfinancial planning when you reach them.
Graduation
The grades have been marked.
The diplomas passed out.
And the next step from school is about to begin.
Recent high school or college graduates are just at the start of their financial journey.
This time is also common to open a first credit card or embark on a new auto loan.
Marriage
Ready to tie the knot?
A newly married couple might be looking to open joint savings and checking accounts, or new credit cards.
This also marks the time when newly married couples are more likely to open joint accounts, White continued.
They also might be exploring long-term investment products like CDs, retirement and 529 accounts for future planning together.
When customers approach retirement, their financial needs change significantly, remarked White.
Its about constantly enriching interactions and providing tailored marketing communication to each customers unique journey.
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