Report

The Financial Well-Being Maturity Assessment

Financial Well-Being: Gauge Your Financial Well-Being Program Maturity

November 13th, 2020
With contributors:
Oliwia Berdak, Gina Bhawalkar, Zhi-Ying Barry, Corrado Loreto, Sam Bartlett

Summary

Executives at financial services firms must objectively assess their financial well-being program to identify gaps, highlight strengths, and create a roadmap for improvements. This report guides executives through Forrester’s financial well-being maturity assessment so you can quickly measure where your firm is on its journey and discover which core competencies you need to strengthen or develop. This report is part of our financial well-being series.

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