Data Overview Report

The State Of Financial Well-Being In The US

Understand Your Customers’ Financial Mindset And Needs To Improve Their Financial Health

February 1st, 2023
With contributors:
Oliwia Berdak , Carine Lam , Sam Bartlett

US consumers face multiple financial challenges and are worried about their financial situation. Soaring energy and food prices, rising interest rates increasing borrowing costs, and wages not keeping up with inflation will further impact consumers’ finances in the next 12 months. We’ve applied our Financial Well-Being Segmentation to Forrester’s most recent consumer data to help financial services executives assess the state of consumers’ financial well-being in the US and consider which tools and services they should develop to help customers build finance resilience and achieve their financial goals.

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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.