Essentials Report

Forrester’s Essential Research For Developing Your Financial Well-Being Strategy

A Guide To Our Financial Well-Being-Related Research

April 11th, 2023
With contributors:
Oliwia Berdak , Carine Lam , Sam Bartlett


Sustainable finance — with its focus on demonstrating positive social and environmental impact — has become an imperative. Promoting customers’ financial well-being and inclusion is a great opportunity for financial services firms to drive customer engagement, earn trust, and future-proof their revenues. This report provides an overview of essential Forrester financial well-being-focused research to help financial services executives inform their firm’s financial well-being strategy and demonstrate purpose and leadership.

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