Forrester

For eBusiness & Channel Strategy Professionals

Tool:Time-Sensitive Products Have Higher eDelivery Adoption Rates

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
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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: 968
• Comments: 1
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For eBusiness & Channel Strategy Professionals

Tool:Consumers' Preferred Channels For Interacting With Financial Advisors

For eBusiness & Channel Strategy Professionals

Tool:Forrester's Nine-Segment Investor Segmentation Defined

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:Customer Advocacy 2011: How Customers Rate US Banks, Investment Firms, And Insurers

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....

• Downloads: 816

For eBusiness & Channel Strategy Professionals

Report:US Investors Adopt eDelivery, But Most Still Want Paper

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...

• Downloads: 287

For eBusiness & Channel Strategy Professionals

Report:Full-Service Wealth Management Firms: It's Time To Transform Your Websites

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...

• Downloads: 579
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For eBusiness & Channel Strategy Professionals

Tool:Our Segmentation Combines Self-Directedness And Assets

For eBusiness & Channel Strategy Professionals

Tool:Customers Who Rate Their Firm's Website High Are Less Likely To Leave That Firm

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: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: 449

For CMO Professionals

Report:The Media That Investors Read, Watch, And Use

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...

• Downloads: 278

For eBusiness & Channel Strategy Professionals

Tool:Generational Trends In Channel Preferences

For eBusiness & Channel Strategy Professionals

Report:Affluent Investors Seek Online Collaboration

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...

• Downloads: 536

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
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For eBusiness & Channel Strategy Professionals

Report:Segmenting US Investors, 2010

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...

• Downloads: 577

For eBusiness & Channel Strategy Professionals

Tool:The Investor Segmentation Predicts Trading Activity And Channel Behavior

For CMO Professionals

Report:How To Segment Today's Investors

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...

• Downloads: 368
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For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2010: How Canadian Customers Rate Their Banks

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...

• Downloads: 277

For eBusiness & Channel Strategy Professionals

Tool:Validators Show The Highest Level Of Interest In Most Online Collaborative Advice Tools

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: 341

For eBusiness & Channel Strategy Professionals

Report:How To Reach US Investor Segments

The Media That Each Of Our Nine Investor Segments Consumes

Forrester combines two dimensions that meaningfully distinguish individual investors — investable assets and self-directedness — to create nine discrete investor segments. Among other...

• Downloads: 453

For eBusiness & Channel Strategy Professionals

Tool:More Than One In Four US Millionaires Show Interest In Online Collaborative Advice Tools