Family-first banking
Family-first banking
Empower families by tailoring banking to individual households.
Family-first banking
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.
Benefits of family-first banking
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Lead the market
Attract and retain customers with a family-focused banking experience that streamlines tasks and accelerates attaining financial goals.
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Tailor banking journeys
Empower customers to assign task-based access to family members based on age or role.
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Reimagine joint accounts
Transform family banking with tools that teach children about money, personalize alerts, and orchestrate financial chores.
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Increase revenue
Expand trusted banking experiences with highly relevant, well-timed offers and bundles that include third-party services.