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: 951
• Rating:

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: 796
• Rating:

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: 926

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: 548

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: 583

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: 466

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: 633

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: 651
• Rating:

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: 612

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: 429

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: 530

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: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 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: 504

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: 488

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: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: 376

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: 459
• Comments: 1
• Rating:

For eBusiness & Channel Strategy Professionals

Report:US Online Trading Forecast: 2006 To 2011

By 2011, Forrester expects 12 million US households to be trading online — a 48% increase over today. The bull market is driving current gains. But other factors will also fuel the growth of...

• Downloads: 270

For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2009: How Customers Rate Canadian Banks

Scores Drop Overall, But RBC Rises And Credit Unions Lead

Customer advocacy — the extent to which a firm's customers believe it does what's best for them rather than its own bottom line — is a key predictor of customer retention and growth....

• Downloads: 304

For eBusiness & Channel Strategy Professionals

Report:Collaborative Advice

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...

• Downloads: 342

For eBusiness & Channel Strategy Professionals

Report:How Canadians Rate Their Investment And Insurance Firms On Retirement Planning

Top Firms Include Investors Group And RBC Wealth Management

With nearly 5 million Canadians headed into retirement in the next 10 years — and younger Canadians beginning to plan for their own retirements — eBusiness and channel strategy...

• Downloads: 290

For eBusiness & Channel Strategy Professionals

Report:Which Investors Are Likely To Adopt eDelivery?

Potential Adopters Are Younger, Secure Online, And Open To Ads And Advice

More and more US investors are opting to receive statements and other account communications online. But the numbers remain small: Just 22% of US investors have gone online-only for an investment...

• Downloads: 303