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Unlocking Actionable Intelligence: Key Takeaways from Forrester Opportunity Snapshot

Unlocking Actionable Intelligence: Key Takeaways from Forrester Opportunity Snapshot

Pages 7 Pages

A Forrester study commissioned by MX found that while 79% of financial leaders view financial data intelligence as critical, most institutions struggle to turn data into actionable insights. Fragmented financial lives create “financial blindness,” leaving both consumers and providers with incomplete views. Over 60% of institutions still use data the same way as before, limiting personalization and efficiency. Yet demand is clear: 54% of consumers want providers to personalize experiences, and 48% would share more data for better outcomes. MX solutions drive results, with clients seeing 15% higher deposits, double the new accounts, 50% more logins, and 14% higher savings balances.

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