Best Practice Report

The Money Management Metrics That Matter

February 9th, 2017
With contributors:
Peter Wannemacher , Zhi-Ying Barry , Benjamin Ensor , Mike Chirokas , Rachel Birrell


To achieve digital money management's promise — helping customers make better decisions and increasing their loyalty — digital business strategy executives need to put the right metrics in place. These should track customers' use of digital money management tools, identify opportunities for improvement, and help quantify the business value of digital money management. This report identifies the relevant metrics that digital banking teams should adopt, recommends how to align them with business objectives, and offers a step-by-step process for collecting and using them.

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