Tech Tide Report

The Forrester Tech Tide™: Financial Well-Being, Q2 2022

Eighteen Technologies Underpin Financial Well-Being Programs

June 9th, 2022
Aurelie L'Hostis, Principal Analyst
Aurelie L'Hostis Principal Analyst
With contributors:
Oliwia Berdak , Jacob Morgan , Carine Lam , Sam Bartlett

Summary

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. To develop their financial well-being program, financial services providers are evaluating and adopting a range of contributing technologies. This Forrester Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm’s investment approach to these technologies.

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