The most significant transfer of wealth in U.S. history is underway as Baby Boomers begin transitioning assets to younger generations. Over $70 trillion is in motion, underscoring the need for financial institutions to fully invest themselves in understanding the needs and preferences of younger consumers.

In this article, Kim Minor, SVP of Marketing for Provenir, shares insights on how alternative data and AI can help financial services providers reengineer their processes to be more inclusive of these younger clients with low or no financial history.