Skip to main content

Save or Share this Report

For eBusiness & Channel Strategy Professionals

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

Eighteen Technologies Underpin Financial Well-Being Programs

July 27, 2020

Primary author headshot

Authors

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.

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 ($2995 USD).

Purchase

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

Recommended Research