Advanced Search

Save or Share this Report

For eBusiness & Channel Strategy Professionals

Disrupting Finance: Digital Financial Advice

The Budding Revolution In Free Or Low-Cost Financial Guidance

May 6, 2014

Primary author headshot


Why Read This Report

Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement. Startups like FlexScore, Jemstep, Personal Capital, and SigFig use software to create recommendations specific to the individual. They hope to appeal to consumers who cannot — or choose not to — get person-to-person advice. Previous generations of online advice have sputtered. But with consumer confidence in digital advice rising and technology improving, digital financial advice will be a disruptive force in retail financial services.

Get Access

Already a Client?

Log in to read this document.

Become a Forrester Client

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer. Contact us to learn more.

Purchase Report

This report is available for individual purchase ($499 USD).


Also in Collection: Digital Disruption In Retail Financial Services

Table of Contents

  • 1. What is digital financial advice?
  • 2. Who are the main players?
  • 3. What problems are they trying to solve?
  • 4. What headway have they made?
  • 5. Should we be worried?
  • 6. How should we react?

Recommended Research