Best Practice Report

Help Digital Banking Customers With Budgeting And Saving

Digital Feature Fix: Help Customers Stay On Top Of Their Finances With Effective Budgeting And Savings Tools

January 18th, 2019
Aurelie L'Hostis, Principal Analyst
Aurelie L'Hostis Principal Analyst
With contributors:
Benjamin Ensor , August du Pont , Sneha Dawda , Sam Bartlett

Summary

A common pitfall on banks' websites and mobile apps is a lack of budgeting and savings tools to help customers improve how they manage their finances. This brief explains why budgeting and savings goals are important, illustrates good practices from leading banks and fintech companies, and helps digital teams understand how to implement budgeting and savings goals effectively.

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