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Description
A critical question for banks about to launch digital money management, often referred to as Personal Financial Management (PFM), is how to drive adoption and usage over time. To help, Forrester interviewed leading banks and vendors in the developed economies of North America, Australasia, and Europe to identify global best practice. This webinar looks at how to drive adoption and use digital money management by understanding customers' needs, following a customer-centric design process, using marketing and education to increase awareness, and providing practical advice as part of a fun and easy to use money management experience.
Agenda:
- Let Customers Know You Have Money Management
- Educate Them About The Benefits
- Provide Useful Advice
- Make It Really Easy To Use
- Make It Fun With Game And Social Features
Vendors mentioned: Balancion, eWise, Figlo, Fisery, Geezeo, IND Group, Intuit, Luminous, Meniga, MoneyDesktop, Strands, and Yodlee.
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