Explore how financial & charitable services intersect, and the role of financial institutions in catalyzing client philanthropic impact.

About this event

While financial institutions have publicly earmarked money toward philanthropic issues, they are also empowering their customers to engage directly with “greater good” movements and charitable causes themselves. By making charitable financial services accessible to more clients, with offerings that meet the needs of the wealthy as well as those of more modest means, financial institutions are taking steps to stay competitive and relevant as more customers make “giving” or “sharing” central to their long-term financial planning and day to day finances.

Who should attend?

Financial institutions interested in learning why offering charitable financial services should be a priority won’t want to miss The Generosity Trend industry conversation.

Whether you’re looking for new ways to support your customers’ impulse to do good in the world or your institution has long been dedicated to making a positive impact, this event is for you.

What to expect:

See what’s being done by peer institutions to advance customers’ ability to make a difference and identify opportunities for your business.