Alkami to discuss strategies for capturing generational wealth transfer growth.
ByAinvest
Monday, Sep 15, 2025 10:16 am ET1min read
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
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