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Energize customer loyalty with banking that supports families

People put family first—banking should, too. Create and launch banking experiences that make managing financial tasks easier for seniors and busy parents. Introduce children to financial accounts with seamless parental supervision. Role-based access provides the foundation for family-first banking. GenAI and segment-of-one personalization match relevant financial journeys to every family member.

ai couple with banker

Family Banking Comes of Age: Report from Celent

Banking is evolving into a family experience. Banks who connect generations through digital solutions have the power to create lasting value for customers.

Banking is evolving into a family experience. Banks who connect generations through digital solutions have the power to create lasting value for customers.

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Benefits of family-first banking

  • Lead the market

    Attract and retain customers with a family-focused banking experience that streamlines tasks and accelerates attaining financial goals.

  • Tailor banking journeys

    Empower customers to assign task-based access to family members based on age or role.

  • Reimagine joint accounts

    Transform family banking with tools that teach children about money, personalize alerts, and orchestrate financial chores.

  • Increase revenue

    Expand trusted banking experiences with highly relevant, well-timed offers and bundles that include third-party services.

Insights

Interview Amdocs SVP & Head of Financial Services, Zur Yahalom

Here how the company is making finances easier for consumers with Family-First Banking.

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Family-first banking is what’s next for customer experience

Banks are learning customers crave a more personal banking experience, with a surprising twist: they want banks to offer financial guidance and solutions for their family’s life stages and needs.

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Build banking for the Now! generation with GenAI

How your bank can harness GenAI to put customers first.

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