Provided By PR Newswire
Last update: Oct 29, 2025
Insights into strategies that financial institutions can deploy to attract and retain the next generation of wealth-holding women
PLANO, Texas, Oct. 29, 2025 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced the release of its latest report, First Beneficiaries: How Financial Institutions Can Serve Women Through Inherited Wealth; building upon the findings from the national research study1 conducted in partnership with Jason Dorsey and The Center for Generational Kinetics (CGK). The report explores the unprecedented wealth transfer, now estimated at $124 trillion, anticipated to transfer hands in the next twenty-five years, and the role women will play in managing their family's finances as well as what financial institutions should consider to retain those banking relationships.
Read more at prnewswire.com19.45
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