Skip to main content

Save or Share this Report

For eBusiness & Channel Strategy Professionals

Understand Your Customers To Help Improve Their Financial Well-Being

Financial Well-Being: Use This Segmentation To Develop Your Financial Well-Being Strategy

April 14, 2021

Primary author headshot

Authors

Why Read This Report

Consumers face multiple financial challenges, and many are worried about their financial situation. Various attitudinal, situational, and external factors can impact an individual's financial capability. To ensure they're developing the right products, experiences, and services to support their customers' financial well-being, financial services firms need a better understanding of their customers' level of financial resilience and attitudes toward their financial situation. This report uses data from Forrester Analytics Consumer Technographics® surveys to define four consumer segments and ascertain their attitudes and behaviors relating to personal finances.

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 ($745 USD).

Purchase

Recommended Research