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The Forrester Tech Tide™: Financial Well-Being, Q3 2020

Eighteen Technologies Underpin Financial Well-Being Programs

July 27, 2020

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Why Read This Report

Putting financial well-being at the core of their strategy is critical to financial services firms' ability to win, serve, and retain customers. To develop their financial well-being program, financial services providers are evaluating and adopting a range of contributing technologies. This Forrester Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm's investment approach to these technologies.

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Table of Contents

  • Invest In Customers' Financial Well-Being To Drive Engagement
  • Select Financial Well-Being Tech That Offers High Business Value
  • Invest In/Maintain Financial Well-Being Tech With High Business Value
  • Experiment With Fee Analysis, Shared Finance, And Virtual Agents
  • Invest In Debt Management, Financial Planning, And Others
  • Maintain Financial Data Aggregation And Other Technologies
  • Divest From Financial Health Scoring And Subscription Management
  • Supplemental Material
  • Related Research Documents

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