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Research Report 

Aging and Banking: Unique Needs and Challenges of Aging Individuals and Their Loved Ones

Although seniors are vulnerable to financial fraud, they may be reluctant to seek help with their finances. This research explores tools and techniques seniors and their adult children can use to protect themselves from financial exploitation.

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What You'll Learn in this Report

  • Aging and Personal Finances
  • Needing Assistance is a Reality
  • Preparing to Help 
  • Financial Fraud and Seniors
  • Time is the Enemy
  • Establishing a Copilot for Seniors
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About Cornerstone Advisors

At Cornerstone Advisors, our goal is to deliver tangible business impact to financial institutions and fintechs. We know that when institutions improve their strategies, technology, and operations, enhanced financial performance naturally follows. Because we live by the philosophy that businesses can’t improve what they don’t measure, we show banks and credit unions how to use laser-focused measurement to make smarter technology decisions.