Trends Report

The Business Case For Personal Financial Management

Personal Financial Management Offers A Wide Range Of Benefits

September 5th, 2012
Benjamin Ensor, null
Benjamin Ensor
Stephen Walker, null
Stephen Walker
With contributor:
Rebecca Katz

Summary

Many financial services eBusiness executives are considering investing in money management tools for their customers, but they struggle with the business case. To help eBusiness executives build the business case and prove the value, Forrester built a simple model based on the estimated costs and projected benefits of launching online money management. eBusiness executives should use our interactive model to understand the likely costs and estimate the probable benefits their firms can realize.

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