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Why Digital Teams At Financial Providers Should Invest In Shared Finances

Consumers' Financial Relationships With Each Other Are Evolving, So Digital Executives At Financial Services Firms Need To Get Ready

May 9, 2016

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Why Read This Report

Shared finances — any situation in which one consumer acts as an observer of, partner in, or proxy for another consumer's finances — represent a latent demand that financial services providers can meet using digital experiences and services. This report looks at the growth of shared finances and outlines why and how digital executives at banks, brokerages, insurers, and other providers can better win, serve, and retain customers by meeting their shared finances needs.

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Table of Contents

  • Multiple Forces Are Changing Interpersonal Financial Relationships
  • The Shared Finances Opportunity Is Set To Grow
  • Digital Business Execs: Lead The Charge On Shared Finances
  • Recommendations

  • Take The First Five Steps Toward Success In Shared Finances
  • Supplemental Material
  • Related Research Documents

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