Trends Report

The Six Platform Business Models Within Financial Services

Use Forrester’s Model To Understand Your Firm’s Options

August 6th, 2021
Jacob Morgan, null
Jacob Morgan
With contributors:
Oliwia Berdak , Jost Hoppermann , Corrado Loreto , Sam Bartlett


Platform business models can take different forms, and a firm can use them for different purposes, depending on its strategy. A platform-based approach means moving from a business based on control to a business based on influence and reciprocity — so choosing the right strategy is crucial when building a future fit technology strategy. Forrester identifies six common approaches when using platform business models in financial services. It’s not just about building your own platform — use this report to understand the choices you have and deploy the right platform tactics for the situation.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

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.