Welcome

From first account to family wealth: Connecting customers across generations with data and technology  

Sponsored by OpenText

Thursday 19th November 2026

The Ivy City Garden, Dashwood House, 69 Old Broad St, London EC2M 1QS 

For generations, trust in a bank was often inherited rather than earned. Banking relationships often start with a parent taking their child into a branch to open their first account, then develop through mortgages, savings, investments and wealth management. But as branches disappear, banking becomes increasingly digital and impersonal, and neobanks target younger customers with lifestyle-focused propositions, that continuity is becoming harder to maintain.

The challenge for banks is how to use data, connected information and technology to understand customers across their financial lives, build relationships with the next generation and retain them as they move between products, channels and generations. As trillions in assets change hands over the coming decades, the ability to preserve trust, continuity and relevance across families may become one of the defining drivers of long-term growth.

This FStech and OpenText roundtable will explore how banks can use technology and connected information to create more continuous, personalised customer experiences, from first account through to wealth accumulation and intergenerational transfer. The discussion will examine how banks can use data to deliver more tailored, ‘white glove’ experiences at scale, connect retail and wealth propositions, and engage the next generation before assets move.

It will also consider the practical challenges involved, including legacy technology, organisational silos, information governance, privacy and creating a joined-up experience across the wider financial ecosystem.

Topics for discussion

• From your own experience, where are gaps in data, technology and connected information causing banks to lose the thread of customer relationships across life stages, products and generations?  

• How can data and technology help banks build relationships with younger customers earlier, particularly when digital challengers are offering more tailored and lifestyle-focused experiences? 

• How can banks use data and technology to give everyday retail customers a more tailored, ‘white glove’ experience traditionally reserved for high-value and high-net-worth customers? 

• What are the biggest practical barriers to making this possible, from legacy technology and organisational silos to information governance, privacy and regulatory requirements? 

• When wealth ultimately passes between generations, how can banks use technology and connected information to retain the relationship as well as the assets? 

Timings for the evening:

18:30 - 19:00 Welcome and refreshments

19:00 - 20:00 Introduction to fellow guests and roundtable discussion

20:00 onwards Complimentary three-course meal

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