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For eBusiness & Channel Strategy Professionals

Use Digital Technologies To Boost Customers' Financial Capability

Financial Well-Being: Deliver Experiences That Are More Personal, Engaging, And Effortless

September 18, 2020

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Why Read This Report

Financial capability — the ability for an individual to manage day-to-day finances, plan for the short and long term, and ultimately make the right financial decisions to achieve his or her financial goals — is a key component of financial well-being. But it's not easy to develop. This report explains how banking executives can leverage digital technologies to help customers build their financial capability.

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Table of Contents

  • Banks Should Help Customers Improve Their Financial Capability
  • Personal Financial Coaching Is Finally Possible
  • Recommendations

  • Evolve Your Approach To Improve Customers' Financial Capability
  • Supplemental Material
  • Related Research Documents

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