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We've done it! Celent announces Backbase as a winner for Retail and Small Business Banking 🏆Find out more

State of Banking and Financial Wellness

Insights from 1K+ Banking Decision-Makers and Retail Consumers across Asia Pacific.
A commissioned study conducted by Forrester Consulting on behalf of Backbase

With consumer worries about debt and the rise of new fintech disruptors, banks and especially personal financial management (PFM) tools which have now evolved into digital money management, play a key role in financial wellness.

Commissioned by Backbase, this Forrester study featuring the insights of 1K+ business decision-makers and retail-banking consumers across Asia Pacific (APAC) reveals:

  • Top 5 Challenges of Banking Consumers
  • The Evolution of Personal Financial Management (PFM) to Digital Money Management and Financial Wellness
  • Country Spotlights:
    • Australia and New Zealand
    • India
    • Indonesia
    • Japan
    • Malaysia
    • Philippines
    • Singapore
    • Thailand
    • Vietnam
  • Key Recommendations

Download the study

To succeed in the digital age, financial services providers must understand how to engage customers and serve their deepest needs. Having the latest technology is not enough — you must know how to use it to enhance customer experience and build long-term loyalty.