Forrester

For eBusiness & Channel Strategy Professionals

Report:The State Of Mobile Investing

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...

• Downloads: 956
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For eBusiness & Channel Strategy Professionals

Report:The Top Five Trends In Digital Wealth Management For 2012

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...

• Downloads: 991
• Comments: 1
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For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2009: How Customers Rate US Banks, Investment Firms, And Insurers

US consumers rate their financial services firms lower than ever in our most recent customer advocacy survey. Investment firms as a group rank lowest as former high-fliers Edward Jones and Vanguard...

• Downloads: 797
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For eBusiness & Channel Strategy Professionals

Report:Mobile And Social Technologies Come Late To Wealth Management

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...

• Downloads: 936

For eBusiness & Channel Strategy Professionals

Report:Investment Firms Can't Ignore Social Technologies

No major US investment firm has used social technologies like discussion boards to build an open investor community. But social media adoption is galloping forward, especially among online traders...

• Downloads: 730

For eBusiness & Channel Strategy Professionals

Report:Which Media Sites Do Financial Consumers Visit?

Our Data Reveals An Interest In News, Sports — And Social Computing

Reaching consumers means having a presence on the Web sites they visit. Where do banking and brokerage consumers spend their time online? Among media sites, the Weather Channel and local newspapers...

• Downloads: 551

For eBusiness & Channel Strategy Professionals

Report:The Web Dominates US Auto Insurance Research

How Auto Insurers Can Take Advantage Of Consumers' Online Research Habits

In 2007, nearly 15 million Americans researched auto insurance on the Internet. These US online auto insurance researchers are an attractive group for insurers: They are relatively wealthy,...

• Downloads: 667

For eBusiness & Channel Strategy Professionals

Report:Getting The Online Auto Insurance Word Out

Auto Insurance Purchasers Frequently Do Not Know About Online Applications

The number of US online consumers applying for auto insurance over the Internet has more than tripled in the past five years. With such staggering growth, auto insurance eBusiness managers must...

• Downloads: 584

For eBusiness & Channel Strategy Professionals

Report:Ten Ways Financial eBusiness Executives Can Weather The Recession

How To Evolve Your eBusiness Strategy To Deal With The Financial Crisis

The sharp worsening of the financial crisis in the past two months and the recession in most Western markets mean that eBusiness executives need to rethink their priorities — and fast. As the...

• Downloads: 479

For eBusiness & Channel Strategy Professionals

Report:Fidelity Becomes An Online Financial Content Publisher

Personal Finance News And Commentary Dominate Redesigned Home Page

Fidelity Investments is launching a new home page more akin to Yahoo! Finance or SmartMoney.com than to any other financial services firm's home page. Fidelity.com will feature hundreds of news...

• Downloads: 467

For eBusiness & Channel Strategy Professionals

Report:Full-Service Wealth Management Firms Neglect The Net At Their Peril

Affluent US investors are managing their money online — but usually not at their full-service firms' sites. Why? Every direct brokerage's Web site is stronger than every full-service firm's...

• Downloads: 635

For eBusiness & Channel Strategy Professionals

Report:How Clients Want To Interact With Financial Advisors

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...

• Downloads: 652
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For eBusiness & Channel Strategy Professionals

Report:The ROI Of Mobile Investing And Mobile Trading

Making The Business Case For Mobile Efforts At Wealth Management Firms

Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose...

• Downloads: 618

For eBusiness & Channel Strategy Professionals

Report:The Social Technographics® Of US Online Bankers

As consumer adoption of social media rises and alters the relationship between companies and consumers, eBusiness professionals at banks must understand how their online customers use and interact...

• Downloads: 431

For eBusiness & Channel Strategy Professionals

Report:US Millionaires Use Multiple Channels To Interact With Their Financial Advisors

Satisfaction Rises With Range Of Channels Used — Not Just Contact Frequency

Four in five US millionaires have financial advisors, and they use a variety of channels to communicate with them: three or more, on average, in the past year. Phone and in-person are the most widely...

• Downloads: 531

For eBusiness & Channel Strategy Professionals

Report:How US Consumers Research Retirement

Many Sources Are Used, But Financial Advisors Are Considered Most Helpful

Less than half of US online adults have done retirement research. Consumers who are worried about having enough money to retire are less likely to have done research; investors and older consumers...

• Downloads: 458

For eBusiness & Channel Strategy Professionals

Report:Case Study: Vanguard Uses Social Media To Learn From Its Clients

Adoption of social media among investors is relatively high, but many investment firms have been slow to embrace the medium. The Vanguard Group has had success by using social media to engage with...

• Downloads: 531
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For eBusiness & Channel Strategy Professionals

Report:How US Consumers Research And Buy Investment Products

Purchasers Have Often Researched Through A Different Channel

Over the past year, 7% of US online adults have purchased an investment product. While the online channel is the most popular channel for researching, the in-person channel is the most popular for...

• Downloads: 506

For eBusiness & Channel Strategy Professionals

Report:ING Direct Infiltrates The Brokerage Market With ShareBuilder

ING Direct brought disruptive innovation to banking — and succeeded wildly. With its acquisition of ShareBuilder at the end of last year, ING Direct added a complementary investment business to...

• Downloads: 393

For eBusiness & Channel Strategy Professionals

Report:How US Online Investors Rate Their Firms On Retirement Planning

Edward Jones, Independent Advisors, And Vanguard Rank Highest

More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward...

• Downloads: 490

For eBusiness & Channel Strategy Professionals

Report:US Investors Adopt eStatements

But A Majority Of Investors Still Receive Paper Statements

The adoption of eStatements for financial products in the US continues to grow. More than half of US online consumers with a brokerage account receive an eStatement. But even among investors who have...

• Downloads: 396

For eBusiness & Channel Strategy Professionals

Report:How To Create A Site That Appeals To Affluent Investors

Use Importance And Quality Ratings To Prioritize Improvements To Your Site

Four out of five US online affluent investors visit their investment firms' websites at least a few times a year. What secure-site features do they value most? Account inquiry features —...

• Downloads: 464
• Comments: 1
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For eBusiness & Channel Strategy Professionals

Report:What Morgan Stanley Smith Barney Must Do Now

The Combined Firm Needs Better Electronic Channels For Advisors And Clients And Needs To Abandon The "House Brand" Financial Supermarket Model

To succeed with today's investors, Morgan Stanley Smith Barney will need more than an advisor army; it must do a better job for clients. Today's clients — and their advisors — need better...

• Downloads: 378

For eBusiness & Channel Strategy Professionals

Report:Case Study: Generali France Supports Financial Advisors With Innovative Mobile B2B App

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...

• Downloads: 407

For eBusiness & Channel Strategy Professionals

Report:Case Study: Ameriprise Uses LinkedIn To Help Consumers Find Advisors

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...

• Downloads: 460