When customers at your financial institution have successfully built up their legacy, they might assume these resources will be enjoyed by their great-grandchildren and beyond—but that’s rarely the case. Instead,...

If you work in the banking industry, you know how quickly customer trends can change. With each successive generation of new banking clients, new expectations for digital services that align...

As customer trends and market conditions continue evolving, financial institutions are always looking to implement new technologies and develop partnerships with forward-thinking fintechs. Of course, not every opportunity is a...

The Postage is excited to announce our move to Paige, as we continue to grow and support families and professional networks with our all-in-one digital legacy planning platform. Stay tuned...

These days, there’s a good chance that at least one of your bank’s clients has assets in the form of cryptocurrency. This investment strategy has become more popular in recent...

Due to the impending Great Wealth Transfer, Millennials will inherit $72.6 trillion from Baby Boomers over the next 25 years—and if your bank can develop a strong customer base with...

Customer loyalty is the key to long-lasting success in the world of banking, and it’s not hard to see why. When you have a sizable customer base that trusts your...

The coming quarter-century is set to be a period of significant upheaval for banks and other financial institutions, and that’s largely due to the Great Wealth Transfer. Over the next...

Baby Boomers are going to transfer over $70 trillion dollars to Millennials in the next 25 years. That capital doesn’t just represent the legacy their kids will use to build...