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Spotlight On North America – Banks & Credit Unions Need to Promote Customers’ Financial Well Being

The traditional money management solutions commonly used by banks and credit unions are falling short of customer expectations and failing to generate the expected business impact.  

Forrester report commisioned by Personetics

This January 2023 report, a commissioned study conducted by Forrester Consulting on behalf of Personetics, looks at the current state of money management solutions in the North American market and outlines what banks and credit unions must do next to engage and retain customers and improve revenue. 

Key takeaways: 

  • Banks & credit unions expect their money management solutions to increase customer engagement, retention and revenue 
  • Instead, the vast majority of money management solutions are underutilized by customers 
  • Most banks & credit unions lack an enterprise-wide strategic approach to money management 
  • The key to quick, sustainable improvement? Finding the right technology partner. 

Download the report to get more insights and the data supporting them.  

Download the report

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