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  • Personal Financial Management (PFM)

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  • For eBusiness & Channel Strategy Professionals

    Report

    Report Disrupting Finance: Digital Money Managers

    Digital Money Managers Offer A Simple Way To Manage Money
    October 19, 2017 | Aurelie L'Hostis

    Digital money managers offer account aggregation, spending insights, budgeting and savings tools, alerts, and financial guidance to consumers who wish to manage their money but don't have the time,...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Adoption Of Automated Investment Services Remains Low

    To Tap Into The Potential Of Automated Investment Services, Digital Wealth Management Leaders Need To Overcome Barriers
    September 8, 2017 | Zhi Ying Ng

    The launch of automated investment services by Bank of America, Capital One, China Merchants Bank, OCBC Bank, Ping An Bank, and Wells Fargo is piquing executives' interest. While we expect other...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Win The Hearts Of Customers With Digital Money Management

    Traditional Banks In China Must Seize New Opportunities To Stave Off Digital Disruption
    July 14, 2017 | Eryan Zhou

    Digital money management in China is still in its early stages, but it will continue to develop as financial disruptors win customers and traditional banks slowly join the game. This report helps...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Follow Best Practices To Encourage Digital Money Management Use

    Processes: The Digital Money Management Playbook
    March 7, 2017 | Aurelie L'Hostis, Benjamin Ensor

    Digital money management has not achieved the adoption that many digital banking executives had hoped for. This report looks at how digital business strategy executives can drive the use of digital...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The State Of Digital Money Management, 2017

    Landscape: The Digital Money Management Playbook
    March 7, 2017 | Aurelie L'Hostis, Benjamin Ensor

    Digital money management promises to give millions of people the budgeting tips, financial guidance, and advice that so many sorely need. Growing numbers of banks and wealth management firms offer...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Money Management Metrics That Matter

    Performance Management: The Digital Money Management Playbook
    February 9, 2017 | Aurelie L'Hostis

    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....

  • For CMO Professionals

    Report

    Report Brief: Forrester's Empowered Customer Segmentation Applies Across Industries

    North American Consumer Technographics®
    September 21, 2016 | Anjali Lai

    The pursuit of novel and emotionally satisfying experiences combined with a growing number of devices, digital services, and information sources is giving customers a sense of empowerment that...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Use Digital Money Management To Deliver Personalized Financial Coaching

    Vision: The Digital Money Management Playbook
    April 1, 2016 | Benjamin Ensor

    Digital business strategy executives must put digital money management at the heart of digital banking, help customers understand their financial situation, and use context to help customers make...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Vendor Landscape: Pick The Right Digital Money Management Technologies

    Tools And Technology: The Digital Money Management Playbook
    March 17, 2016 | Aurelie L'Hostis, Benjamin Ensor

    For digital business strategy executives at retail banks and wealth management firms worldwide who are either launching digital money management for the first time or want to improve an existing...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Help Customers Make Better Financial Decisions

    Executive Overview: The Digital Money Management Playbook
    January 20, 2016 | Benjamin Ensor

    Digital money management promises to give millions of people the budgeting tips, financial guidance, and advice that so many sorely need. Yet too many firms have taken a project-based approach to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Establish Clear Digital Money Management Objectives

    Strategic Plan: The Digital Money Management Playbook
    January 11, 2016 | Aurelie L'Hostis

    As digital money management evolves from being a feature of digital banking to becoming the core functionality of many digital banking services, digital business strategy professionals need to take...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Justify Investment In Digital Money Management

    Business Case: The Digital Money Management Playbook
    January 6, 2016 | Benjamin Ensor

    Many digital financial services executives are investing in digital money management for their retail and small business customers, but they struggle with the business case. To help digital...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Plot Your Route To Digital Money Management Success

    Road Map: The Digital Money Management Playbook
    January 5, 2016 | Benjamin Ensor, Aurelie L'Hostis

    Your digital money management strategy is approved — now what? Road maps are an essential tool for translating strategy into action, defining what needs to be done when and by whom. This report,...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Assemble The Right Digital Money Management Team

    Organization: The Digital Money Management Playbook
    January 4, 2016 | Aurelie L'Hostis

    As digital money management evolves from being a feature of digital banking and wealth management to the core functionality of many mobile and online services, digital business strategy executives...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The State Of Digital Money Management, 2015

    December 30, 2015 | Benjamin Ensor

    Digital money management promises to give millions of people the budgeting tips, financial guidance, and advice that so many sorely need. Small businesses, too, can gain insights into their cash...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Ten Must-Have Features For Secure Client Sites Of Investment Firms

    Best Practices From The Authenticated Websites Of Leading US Wealth And Asset Management Firms
    July 30, 2015 | Bill Doyle

    Getting the secure client site right is crucial to the success of investment firms today: Web access on a personal computer is overwhelmingly the touchpoint of choice for US investors who want to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    March 9, 2015 | Bill Doyle

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2014 US Credit Card Secure Website Benchmark

    Discover Takes The Top Spot
    November 25, 2014 | Peter Wannemacher, Rachel Roizen

    Digital teams at credit card issuers have worked hard on enhancements to their secure websites as the Web has become the primary way that cardholders manage their money. But these teams need to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report What's The Secret To Wealthfront's Success?

    Growth Is Accelerating As The Digital Investment Manager Tops $1 Billion In Assets Under Management
    September 15, 2014 | Bill Doyle

    Wealthfront is the first digital investment manager to hit $1 billion in assets under management, and its growth is accelerating. What's creating this momentum? A simple, uncomplicated offer for a...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The State Of Digital Money Management, 2014

    Firms Have Been Disappointed With Adoption
    July 30, 2014 | Benjamin Ensor

    Interest in digital money management has been strong for the past few years since pioneers like Wesabe and Mint.com showed how simple online money management could be. Yet despite growing numbers...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Why Google Bank Won't Happen

    But A Google-Powered Financial Services Hub Might
    July 29, 2014 | Oliwia Berdak

    Since 2010, Google has systematically built capabilities in areas such as digital wallets, payments, and comparison engines. These activities, as well as Google's reputation as one of the most...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2014 Australian Mobile Banking Functionality Benchmark

    Australian Banks Offer Strong Mobile Services
    July 25, 2014 | Stephen Walker

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the four largest retail banks in Australia on 37 criteria. Australia's banks have...

  • For Enterprise Architecture Professionals

    Report

    Report Transform Banking Enterprise Architecture For Business Innovation

    Leading China-Based Banks Show How To Support Product, Operational, And Organizational Innovation
    July 21, 2014 | Charlie Dai

    The banking industry in China is transforming. Internet companies and changes to the regulatory environment are having a significant impact on this highly regulated market segment. Facing a complex...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2014 Global Mobile Banking Functionality Benchmark

    Garanti Tops Our Review Of Global Banks' Mobile Services
    July 17, 2014 | Peter Wannemacher, Stephen Walker

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of 32 large retail banks in Western Europe, North America, and Australia. In general, the...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2014 European Mobile Banking Functionality Benchmark

    Garanti Tops Our Review Of European Banks' Mobile Services
    June 23, 2014 | Benjamin Ensor, Aurelie L'Hostis

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking offerings of 11 retail banks across Europe on more than 35 criteria. The banks have laid strong...