Data Snapshot

Indian Customers Prefer Financial Firms That Offer Tools For Effective Money Management

January 18th, 2024
With contributors:
Ashutosh Sharma , Arjun Kalra , Bill Nagel

Indian customers no longer settle for basic banking — they demand innovation and security in all channels. As they navigate the increasingly complex financial landscape in search of better financial management, the demand for financial education and well-being tools is rising. In 2023, 82% of metro Indian online adults said they prefer to keep their money with firms that give them tools to help them manage that money, up from 74% in 2022. This signals a growing hunger for advanced money management tools. This is a snapshot of Forrester’s data on what metro Indian online adults want from their financial services providers.

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