Trends Report

Establish Clear Digital Money Management Objectives

January 11th, 2016
With contributors:
Peter Wannemacher , Benjamin Ensor , Alex Causey , Nicole Lesperance


As digital money management evolves from being a feature of digital banking to becoming the core functionality of many digital banking services, digital business strategy professionals need to take a more iterative approach. This report uses Forrester's POST framework to help digital teams systematically establish a strategic plan based on a sound understanding of customers' needs, clear business objectives, specific money management goals, and the underlying technology required to execute. This report was originally published on July 18, 2013. We reviewed it for continued relevance and accuracy, found that only light changes were needed, and updated it accordingly as of December 2015.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.