Forrester

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 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: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: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

Client Inquiry:Competitive Analysis Of Mobile Strategy For US Wealth Management Firms

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...

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
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For eBusiness & Channel Strategy Professionals

Report:2013 Mobile Wealth Management Functionality Benchmark

E-Trade And Fidelity Lead The Pack

With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

• Downloads: 309

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

Tool:Time-Sensitive Products Have Higher eDelivery Adoption Rates

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 eBusiness & Channel Strategy Professionals

Tool:Generational Trends In Channel Preferences

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: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: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: 970
• Comments: 1
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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

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: 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: 528
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For eBusiness & Channel Strategy Professionals

Tool:Consumers' Preferred Channels For Interacting With Financial Advisors