About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Ari is a principal analyst serving Interactive Marketing Professionals. He has nearly 15 years of experience in crafting interactive marketing strategies and best practices that generate revenues, build customer relationships, and enrich intelligence. He focuses on email marketing, social media, digital direct and CRM, measurement and analysis, marketing operations, and organizational planning. Ari is based in New York City.
Ari brings extensive experience to Forrester's interactive marketing practice. Before joining Forrester, he served as director of relationship marketing for the National Basketball Association (NBA), where he managed database and email marketing, CRM, and membership programs. In this role, Ari focused on fan acquisition, engagement, and monetization primarily through digital channels. Prior to the NBA, he was director of strategic services for the interactive unit at Epsilon, where he helped clients develop, execute, and analyze digital marketing programs and strategies. His experience also includes brand management at a consumer packaged goods unit of Johnson & Johnson, as well as corporate marketing and client services roles for an international marketing services firm. Ari is also a frequent speaker at events on topics spanning digital and multichannel marketing.
Ari has an M.B.A. in marketing and finance from New York University's Stern School of Business and a B.S. degree in communications from Cornell University.
Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors are...

Mobile, Social, Video, Advice, And Usability Will Change Retail Investing
Rocketing adoption — by financial advisors and agents as well as investors — is driving five digital trends that will change the wealth management industry. Smart eBusiness managers will...


Use The Splinternet Engagement Index To Jumpstart Your Agile Commerce Strategy
This report, originally written for market insights professionals, includes content relevant to eBusiness and channel strategy professionals. Here's why: The golden age of the Web is over. The...

With The Launch Of iNomineo, Generali Focuses On A Major Revenue Source
Generali France's iNomineo app for the iPhone offers financial advisors mobile access to client information, details of clients' holdings and past transactions, and graphic illustrations of market...
Two years after a near collapse of the financial system, consumer trust in many US financial institutions has returned. But some firms rank much higher than others in our customer advocacy ratings....
To Boost Adoption, Executives Need To Educate Customers About The Benefits
The number of investors who receive statements and other account communications in electronic form is up substantially over the past three years. But most investors still cling to paper. Why? Many...
Website Quality Is Positively Correlated To More Money From Clients
Advisor-based firms serving the wealthiest US investors have neglected the online channel for years, leaning heavily on the person-to-person channel instead. But full-service firms' clients are...

Younger Generations Are Just The First Wave Of Mobile and Social Adopters
To date, traditional investment and life insurance firms have been insulated from the disruptive forces of mobile and social technologies because their best clients are older. In countries around the...
Social media will have an outsized impact on relationship-based businesses like investment firms, life insurers, and private banks. Some of these wealth management firms are piloting programs that...
How To Reach US Investor Segments
Marketing leaders at financial services firms that serve US investors can benefit from Forrester's investor segmentation. The variables we've chosen are simple, usable, and memorable; the results...
Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients
Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors...
Most wealth management firms have gotten a pass on mobile, because the people with the most money – older Boomers and Seniors – are the ones least likely to use the mobile Web or mobile...
Younger Consumers Prefer Online Chat, Websites, And Email
Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like...

Forrester's Segmentation Combines Self-Directedness And Investable Assets
Forrester's segmentation of investors by self-directedness has yielded powerful insights for years. Asset-based segmentations remain fundamental for wealth management firms. By combining...
Segmenting US Investors, 2010
Financial services marketing leaders need to expand their approach to segmentation of their investors. An actionable segmentation of US investors must be built on dimensions that truly distinguish...

Forrester's research shows that a key driver of customer retention and deeper customer relationships is a trait we call "customer advocacy," the perception by customers that a firm does what's best...
Using Digital Touchpoints To Enhance Advisor-Client Relationships
In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...