Transition to retirement: risks and opportunities for banks and insurers

Characterize the expectations of future retirees with regard to banks and insurance organizations.

Identify their attachment to the operators of which they are customers and conversely their propensity for change.

Determine the ideal type of canvassing for a bank and an insurance organization.

Note the interest in requests to carry out situation reports, simulations or comparisons.

Prioritize the themes of offers or services to be addressed as a priority to attract them.

Identify the place of the agency and digital communication tools in the expected approach.