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

Connie is a member of Forrester's Business Technology Futures team, which serves CIOs and their business partners by predicting the long-term business impact of information technology. Her research focus is on smart computing and analytics.
Connie came to Forrester through its acquisition of Giga Information Group in 2003. She has more than 25 years of experience in the IT industry and has been an analyst for 19 years. Most of her research focuses on business process management and business optimization. Prior to joining Giga, Connie managed BIS Strategic Decisions' European IT consulting group, headquartered in the UK. Before then, Connie was vice president of product marketing at TDC (now part of BancTec), a manufacturer of high-end document capture systems. She was also a manager with Andersen Consulting (now Accenture), specializing in document management, document imaging, and end user computing. Earlier, Connie was with Wang Laboratories, where she managed Wang's technical support resources for the US Department of Defense and intelligence agencies. She began her career in IT and management at Mathematica Policy Research.
Connie was the co-champion of Forrester's 2009 Business Technology Forum, with its theme of "Lean: The New Business Technology Imperative." Connie also co-championed Forrester's 2007 Technology Leadership Forum, with the theme of "Design for People, Build for Change," and Forrester's 2008 Technology Leadership Forum, themed as "Embrace Technology Chaos, Deliver Business Results." Connie is a widely sought speaker. She has keynoted at many industry events, chaired 10 business process and workflow conferences in Europe and the US, and co-chaired Giga's "Leveraging Knowledge" conference. Connie also served as a director of AIIM International, the premier association for the content management industry, and is a member of the Association of Business Process Management Professionals.
Connie attended the University of North Carolina at Chapel Hill and holds a B.A. in political science and history from East Carolina University and an M.B.A. in information systems from George Washington University.
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...

Our research shows that a key driver of deeper customer relationships among financial services consumers is a trait we call "customer advocacy" — the perception on the part of customers that a...

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...
Eight years ago, Forrester set out to find the corporate trait that does the most to create loyalty among financial services consumers. Loyalty, of course, is about more than simply retaining...
Eager to reduce the costs of mailing paper statements and other client communications, investment firms have been promoting electronic delivery (eDelivery) to their customers. It's working: The...
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...

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...
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...
Do you have Net Promoter Scores for US banks?
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...
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...
Where US Investor Segments Keep Their Assets
Significant changes in investor behavior have rendered old segmentations obsolete. Marketing leaders at financial services firms that serve US investors can benefit from Forrester's attitude-based...
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...
We are looking at competitor analysis for strategies and implementation, as well as current capabilities for other US wealth management (USWM) firms in mobility devices (e.g., smartphones and...
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...
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...

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...