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For eBusiness & Channel Strategy Professionals

Use Digital Money Management To Deliver Personalized Financial Coaching

April 1, 2016

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Why Read This Report

Digital business strategy executives must put digital money management at the heart of digital banking, help customers understand their financial situation, and use context to help customers make better financial decisions. This report outlines Forrester's vision of how digital money management will evolve into personalized financial coaching that offers customers guidance, help, and advice. This is an update of a previously published report; Forrester reviews and updates it periodically for continued relevance and accuracy.

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Table of Contents

  • Digital Money Management Needs A New Approach
  • Digital Money Management Is Crucial To Customer Engagement
  • Digital Money Management Will Become Financial Coaching
  • What It Means

  • Only Customer-Obsessed Firms Will Build Financial Coaching
  • Supplemental Material
  • Related Research Documents