Vision Report

The Financial Well-Being Opportunity

Financial Well-Being: Financial Services Firms Must Invest In Customers’ Financial Health To Create Value And Drive Growth

April 8th, 2020
With contributors:


Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms need to pursue a values-based business model, putting customers’ financial well-being at the core of their strategy. This report outlines how the next decade will see financial services firms broaden their sense of purpose by promoting customers’ financial well-being.

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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.