Paige is honored to be featured in The Financial Revolutionist in an article by Alloy Labs CEO, Jason Henrichs, “The $124 Trillion Opportunity Banks Are Missing.”
The piece underscores a critical reality: only 29% of consumers trust their bank deeply to safeguard their long-term financial well‑being, down from 43% two years ago. On top of this, 93% of clients want estate‑planning guidance, yet only 22% receive it. That’s not just a service gap; it’s a trust gap that many banks are missing.
By integrating our platform with the people and processes they already know, banks can offer organized, guided, and empathetic support that goes beyond transactions. As the article puts it, legacy planning is not about replacing relationships; it’s about enhancing relationship banking with human-centered technology
Read the full article to get Jason’s take at The Financial Revolutionist.
