Trends Report

Use Digital Money Management To Deliver Personalized Financial Coaching

April 1st, 2016
Benjamin Ensor, null
Benjamin Ensor
With contributors:
Alyson Clarke , Aurelie L'Hostis , Peter Wannemacher , Mike Chirokas , Alex Causey

Summary

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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