Trends Report

Research Overview: Financial Well-Being

A Guide To Our Financial Well-Being-Related Research

December 1st, 2021
With contributors:
Oliwia Berdak , Carine Lam , Sam Bartlett


Sustainable finance — with its focus on demonstrating positive social and environmental impact — has become an imperative. Promoting customers’ financial well-being is a great opportunity for financial services firms to drive customer engagement, create new value, and future-proof their revenues. This report compiles Forrester’s recent financial well-being-focused research to help financial services (finserv) executives inform their firm’s financial well-being strategy and demonstrate purpose and leadership.

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