<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=1237202&amp;fmt=gif">
Search post

The Future of Money Management

Future of Money Management


With 78% of retail customers interested in receiving investment advice from their bank, it has never been more important to offer leading money management propositions.

Launching new propositions can feel very overwhelming, after all where do you start, how do you stay on track and how do you make sure what you are building is actually right for your customers?

We've put together a three-part series with this in mind, so you can give your customers the financial tools and services they need, without the headache. 


01 - 300x300The opportunity in savings and investment 

The changes of consumer behaviour can be best analysed by looking at the propositions that clients are turning to - when they’re turning their back on their existing banking providers. From entry-level savers to high-net-worth individuals, customers continue to seek out digital offerings that cater to a specific need.


02 - 300x300Understanding your customer's needs

While their preferences are changing, the good news is that retail banks still have these individuals as customers. Their first and most important financial relationship continues to be their traditional bank. As long as this is the case, banks must use this window of opportunity to build propositions catering to their customers’ specific money management needs.


03 - 300x300Choosing the right technology 

To enable the entire organisation to deliver customer-first value, a digital platform needs to connect and orchestrate all necessary components and processes of the proposition. Three key aspects are crucial for a successful digital-first proposition: flexibility, a high degree of automation of processes, and easy deployments and integrations.


Grey dots


Download this three-part series to find out how banks can launch their own leading propositions.

Access series


Related Posts
The Future Challenges For Wealth Management
The Future Challenges Of Banking
Building Societies: The Sleeping Giants of Digital

About Author



Subscribe To Insights

Subscribe to Email Updates