Decision Tool

The Forrester Corporate Online Banking Functionality Assessment

January 13th, 2023
With contributors:
Oliwia Berdak , Ashutosh Sharma , Andrew Pelletier , Arjun Kalra , Ellen Lind


Corporate banking portals are a major aspect of banks’ offerings to corporate customers. Enterprise customers’ expectations of banks have increased in recent years, indicating a need for additional capabilities to enhance transactions and services. To provide a great customer experience, banks must offer useful functionality in seven categories: onboarding and security; dashboard and reporting; setup and user management; products and services; assisted service features; self-service features; and marketing and sales. This assessment helps corporate banks gauge the quality of their online banking experience and recommends actions they can take to improve it.

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.