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WEBINAR: Banking And Wealth Management Firms: Design And Build Shared Finance Products To Drive Growth

Thursday, June 10, 2021, 1:00 PM-2:00 PM Eastern time

Description

Shared finance — which Forrester defines as any situation in which a person acts as an observer of, partner in, or proxy for another person's finances — is both a latent demand and a massive opportunity for financial services companies. But most incumbent banking and wealth management providers have done almost nothing in this space beyond 20th century products like joint accounts, while fintech startups have created value for customers in use cases ranging from born-mobile family money apps to digital tools that aid in elder financial care. This webinar outlines Forrester’s latest research on shared finance, lays out our predictions, and recommends what firms should do next.

Key takeaways:

  • Shared finance is a latent demand, but COVID-19 and other factors are driving an acceleration and expansion of the market opportunity.
  • Disruptors are leading by designing and building products and services that create value for customers by helping them with their interpersonal financial needs.
  • Any company that wants to drive growth should identify shared finance pain points by taking an outside-in approach.

Target audience level: beginner and intermediate

Vendors mentioned: FamZoo, Greenlight, HoneyDue, HoneyFI, MX, PayPal, Step, and Strands.

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Price: $ 300.00(USD)

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