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Navigating tomorrow’s wallet: unveiling the distinctive financial journeys across generations

datacite.subject.fosCiências Sociais::Economia e Gestão
dc.contributor.authorCorreia, Ricardo
dc.contributor.authorLima, Tássila
dc.contributor.authorMeneses, Raquel
dc.date.accessioned2026-02-24T17:10:35Z
dc.date.available2026-02-24T17:10:35Z
dc.date.issued2025
dc.description.abstractThis study examines the distinctive consumer journeys of Generations X, Y, and Z in financial services, specifically the process of opening a bank account. We employed a qualitative approach and conducted six online focus groups with bank account holders. The findings weave a compelling narrative: Generation X, cautious in their digital approach; Generation Y, seamlessly navigating both digital and non-digital realms; and Generation Z, boldly embracing the entirety of their financial journey through digital channels. Breaking new ground, this research pioneers a fresh perspective by delving into the consumer journey within financial services from the customer’s lens, offering a nuanced understanding of the evolving consumer journey in the financial sector. Beyond the academic realm, our findings hold tangible implications for industry practitioners seeking to adapt to different generations’ diverse preferences and behaviors in their financial interactions.eng
dc.identifier.citationCorreia, R.; Lima, T.; Meneses, R. (2025). Navigating tomorrow’s wallet: unveiling the distinctive financial journeys across generations. Journal of Financial Services Marketing. ISSN 13630539. 30:2, p. 1-17
dc.identifier.doi10.1057/s41264-025-00304-z
dc.identifier.issn1363-0539
dc.identifier.urihttp://hdl.handle.net/10198/35846
dc.language.isoeng
dc.peerreviewedyes
dc.publisherPalgrave Macmillan
dc.rights.urihttp://creativecommons.org/licenses/by-nc/4.0/
dc.subjectConsumer journey
dc.subjectFinancial services
dc.titleNavigating tomorrow’s wallet: unveiling the distinctive financial journeys across generationseng
dc.typejournal article
dspace.entity.typePublication
oaire.citation.endPage17
oaire.citation.issue2
oaire.citation.startPage1
oaire.citation.titleJournal of Financial Services Marketing
oaire.citation.volume30
oaire.versionhttp://purl.org/coar/version/c_970fb48d4fbd8a85
person.familyNameCorreia
person.givenNameRicardo
person.identifier2752542
person.identifier.ciencia-id8C10-37EE-796D
person.identifier.orcid0000-0002-0132-4002
person.identifier.scopus-author-id37085131800
relation.isAuthorOfPublication99a2c38b-f63f-444f-809e-e3a9f73e732f
relation.isAuthorOfPublication.latestForDiscovery99a2c38b-f63f-444f-809e-e3a9f73e732f

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