Best Practice Report

Why Digital Teams At Financial Providers Should Invest In Shared Finances

Consumers' Financial Relationships With Each Other Are Evolving, So Digital Executives At Financial Services Firms Need To Get Ready

Peter Wannemacher
 and  five contributors
May 09, 2016

Summary

Shared finances — any situation in which one consumer acts as an observer of, partner in, or proxy for another consumer's finances — represent a latent demand that financial services providers can meet using digital experiences and services. This report looks at the growth of shared finances and outlines why and how digital executives at banks, brokerages, insurers, and other providers can better win, serve, and retain customers by meeting their shared finances needs.

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