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For eBusiness & Channel Strategy Professionals

Follow Best Practices To Encourage Digital Money Management Use

Processes: The Digital Money Management Playbook

March 7, 2017

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This is the Processes report in The Digital Money Management Playbook For 2017.

Why Read This Report

Digital money management has not achieved the adoption that many digital banking executives had hoped for. This report looks at how digital business strategy executives can drive the use of digital money management by taking a systematic approach to understanding customers' needs, providing practical advice as part of a fun and easy-to-use money management experience, and using marketing and education to increase awareness and understanding. This is an update of an existing report; Forrester reviews and updates it periodically for continued relevance and accuracy, most recently in January 2017.

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Table of Contents

  • Digital Money Management Excellence Requires Process
  • Take A Systematic Approach To Understanding Customers' Needs
  • Design Money Management That Is Effective, Easy, And Engaging
  • Promote Use Through Marketing And Education
  • Recommendations

  • Add New Capabilities To Deliver Relevant, Personal Advice In Context
  • Supplemental Material
  • Related Research Documents

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