Maturity Assessment

The Financial Well-Being Maturity Assessment

Financial Well-Being: Gauge Your Financial Well-Being Program Maturity

November 13th, 2020
With contributors:
Oliwia Berdak , Gina Bhawalkar , Zhi-Ying Barry , Corrado Loreto , Sam Bartlett

Summary

Executives at financial services firms must objectively assess their financial well-being program to identify gaps, highlight strengths, and create a roadmap for improvements. This report guides executives through Forrester’s financial well-being maturity assessment so you can quickly measure where your firm is on its journey and discover which core competencies you need to strengthen or develop. This report is part of our financial well-being series.

Want to read the full report?

This report is not available for purchase at this time.

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.