Up Close and Personal: The Future of Digital Banking

The latest Forrester report¹ on Digital Money Management presents financial institutions with a simple choice:

Either risk being disrupted by a new generation of digital-savvy banks, investment managers, and other disruptive new entrants or fight back by developing a new generation of digital money management that delivers on customer expectations for personalized financial guidance.

View this webinar with guest speaker, Forrester vice president and research director Benjamin Ensor and find out how digital money management is shaping the future of banking:

  • How disruptors use digital money management to engage and win customers
  • What the keys to success are for the new generation of digital money management
  • Which game-changing technologies can help your bank compete

In addition, Personetics co-founder and CEO David Sosna shares how advanced predictive analytics play a major role in the delivery of personalized guidance, help, and advice in the digital banking world.


Benjamin Ensor
Vice President, Research Director

Benjamin serves eBusiness & Channel Strategy Professionals. His research explores how digital affects consumers’ behavior, what motivates their use of different touchpoints for different tasks, and how new consumer touchpoints are changing consumers’ relationships with companies. In particular, he specializes in understanding the effect of digital technologies on business models in retail financial services, including payments, banking, lending, investments, and insurance. During his 17 years at Forrester, Benjamin has worked in the company’s Consumer Technographics®, financial services, and eBusiness channel & product management professional teams. He is based in Forrester’s London office.

David Sosna
Co-Founder and CEO

David has more than 20 years’ experience in the financial services arena. As co-founder and CEO of Personetics, he is responsible for the overall growth strategy of the company. Prior to Personetics, he was co-founder and chief executive officer of Actimize, the leading provider of financial crime, risk and compliance solutions. Under his leadership, Actimize was recognized as a global leader in the financial services market, and was acquired by NICE Systems in 2007.

¹ “Use Digital Money Management To Deliver Personalized Financial Coaching”, Forrester Research, Inc., April 1, 2016

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