270° View

Five Steps to Prepare for Shared Finances Boom

Posted by Michael Carter on Thu, Aug 4, 2016 @ 16:08 PM

Editors Note: In this blog we discuss the growing opportunity that financial institutions have to provide their users with options for shared finances. In the Forrester report titled "Why Digital Teams at Financial Providers should Invest in Shared Finances", Peter Wannemacher goes over five steps that financial institutions can do to prepare their bank or credit union for success. We take a closer look at those five steps.

Read More

Topics: digital banking, shared finances, fintech

The Future is Not Personalization but Anticipation

Posted by Michael Carter on Fri, Jul 22, 2016 @ 11:07 AM


Editors Note: Shared finances is an evolving market for financial instituations. Peter Wannemacher of Forrester discusses the void of financial institutions serving the complex financial relationships involving family, business partners, etc. As Millennials become to gain more economic power, it will be critical for both financial institutions and businesses to not be reactive to demands such as these, but ancipatory and predictive for personalized services.

Read More

Topics: Millennials, shared finances

Recent Posts

Posts by Topic

see all

Subscribe to Email Updates