Alkami to discuss strategies for capturing generational wealth transfer growth.
PorAinvest
lunes, 15 de septiembre de 2025, 10:16 am ET1 min de lectura
ALKT--
The Small Business Administration estimates that approximately 2.3 million baby boomer-owned businesses will change hands in the coming years, representing trillions of dollars in business value [2]. This transition presents both a challenge and an opportunity for financial institutions. While the generational handoff can be complex, it also presents a chance for institutions to grow and strengthen their relationships with both current business owners and their successors.
The webinar will explore how the consumerization of technology has transformed the expectations of business owners across generations. Financial institutions must offer intuitive, integrated business banking solutions that can onboard, engage, grow, and guard business relationships at every stage of ownership. Taylor Adkins, vice president of product management at Alkami, and Teri Wagner, executive vice president and director of treasury services at First Fidelity Bank, will lead the discussion [1].
Adkins highlighted the importance of modern treasury services, stating, "Modern treasury services shouldn't require compromise between usability and control. We're helping financial institutions stand out with intelligent, mobile-enabled treasury experiences that unify payments, policy-based risk management, and financial analytics—delivered through a platform designed to adapt as client needs evolve" [1]. Wagner emphasized the need for digital onboarding and responsiveness, noting that successors expect clarity, control, and digital delivery from day one [1].
To register for the webinar, visit [here](https://www.marketscreener.com/news/american-banker-to-host-webinar-on-growth-strategies-for-business-succession-featuring-experts-from-ce7d58dada8cf026). To learn more about Alkami's Digital Sales & Service Platform, visit [here](https://www.alkami.com).
References
[1] https://www.marketscreener.com/news/american-banker-to-host-webinar-on-growth-strategies-for-business-succession-featuring-experts-from-ce7d58dada8cf026
[2] https://finance.yahoo.com/news/american-banker-host-webinar-growth-140000754.html
• Alkami Technology to participate in American Banker webinar on generational wealth transfer • 2.3 million baby boomer-owned businesses to change hands in the coming years • Trillions of dollars in business value at stake • Financial institutions face both challenge and opportunity in capturing growth • Alkami to discuss strategies to win business relationships during the transfer.
Alkami Technology, Inc. (Nasdaq: ALKT), a leading provider of digital sales and service platforms for financial institutions in the United States, has announced its participation in an upcoming American Banker webinar focused on strategies to capture growth during the generational transfer of business ownership. The webinar, titled "Don't Fumble the Handoff: Win with the Business, the Owner, and the Successor," will take place on Monday, September 22, 2025, at 2:00 p.m. ET / 11:00 a.m. PT [1].The Small Business Administration estimates that approximately 2.3 million baby boomer-owned businesses will change hands in the coming years, representing trillions of dollars in business value [2]. This transition presents both a challenge and an opportunity for financial institutions. While the generational handoff can be complex, it also presents a chance for institutions to grow and strengthen their relationships with both current business owners and their successors.
The webinar will explore how the consumerization of technology has transformed the expectations of business owners across generations. Financial institutions must offer intuitive, integrated business banking solutions that can onboard, engage, grow, and guard business relationships at every stage of ownership. Taylor Adkins, vice president of product management at Alkami, and Teri Wagner, executive vice president and director of treasury services at First Fidelity Bank, will lead the discussion [1].
Adkins highlighted the importance of modern treasury services, stating, "Modern treasury services shouldn't require compromise between usability and control. We're helping financial institutions stand out with intelligent, mobile-enabled treasury experiences that unify payments, policy-based risk management, and financial analytics—delivered through a platform designed to adapt as client needs evolve" [1]. Wagner emphasized the need for digital onboarding and responsiveness, noting that successors expect clarity, control, and digital delivery from day one [1].
To register for the webinar, visit [here](https://www.marketscreener.com/news/american-banker-to-host-webinar-on-growth-strategies-for-business-succession-featuring-experts-from-ce7d58dada8cf026). To learn more about Alkami's Digital Sales & Service Platform, visit [here](https://www.alkami.com).
References
[1] https://www.marketscreener.com/news/american-banker-to-host-webinar-on-growth-strategies-for-business-succession-featuring-experts-from-ce7d58dada8cf026
[2] https://finance.yahoo.com/news/american-banker-host-webinar-growth-140000754.html
Divulgación editorial y transparencia de la IA: Ainvest News utiliza tecnología avanzada de Modelos de Lenguaje Largo (LLM) para sintetizar y analizar datos de mercado en tiempo real. Para garantizar los más altos estándares de integridad, cada artículo se somete a un riguroso proceso de verificación con participación humana.
Mientras la IA asiste en el procesamiento de datos y la redacción inicial, un miembro editorial profesional de Ainvest revisa, verifica y aprueba de forma independiente todo el contenido para garantizar su precisión y cumplimiento con los estándares editoriales de Ainvest Fintech Inc. Esta supervisión humana está diseñada para mitigar las alucinaciones de la IA y garantizar el contexto financiero.
Advertencia sobre inversiones: Este contenido se proporciona únicamente con fines informativos y no constituye asesoramiento profesional de inversión, legal o financiero. Los mercados conllevan riesgos inherentes. Se recomienda a los usuarios que realicen una investigación independiente o consulten a un asesor financiero certificado antes de tomar cualquier decisión. Ainvest Fintech Inc. se exime de toda responsabilidad por las acciones tomadas con base en esta información. ¿Encontró un error? Reportar un problema

Comentarios
Aún no hay comentarios