Online Financial Products & Services, Online Banking, Financial Services
Brad serves eBusiness & Channel Strategy professionals. He is a leading expert on eCommerce/eBusiness strategy development within financial services, as well as on best practices of financial firms for selling to and servicing online consumers. He does extensive research on how consumers use the Internet to research and purchase financial products — regardless of the channel — as well as the seamless cross-channel customer experience financial firms need to develop and deliver in order to maximize sales.In his research, Brad covers such eCommerce and finance-oriented topics as the use of interactive help technologies (including online chat), the use of analytics to drive site development decisions, the ways in which financial services customers make product decisions, the role the Web plays during the product research process, and case studies and industry rankings of leaders in financial services.
Prior to joining Forrester, Brad spent more than 10 years developing and managing online services for consumers. Most recently, Brad was a vice president in Wells Fargo's Internet Services Group. During his tenure there, Brad led the development of Wells Fargo's eBusiness strategy and managed a team dedicated to driving online sales, including marketing, platform development, cross-selling, and channel integration efforts. He also developed and managed the company's highly respected online banking service, which included money movement, bill payment and presentment, personal financial management integration, person-to-person payments, and personalization. Prior to his employment at Wells Fargo, Brad spent four years as product and marketing manager for a respected healthcare information provider in St. Louis.Brad has been widely quoted in the press, including such media outlets as BusinessWeek, The Wall Street Journal, and American Banker. An accomplished public speaker, Brad has delivered speeches at many events, including Forrester's Finance Forum, Technology Leadership Forum, and European Finance Forum.
Brad earned a bachelor's degree in advertising from the University of Kansas and an M.B.A. in marketing and information systems from the University of Missouri.
Financial Services Firms Open Up About Customer Acquisition Costs July 01, 2008 BookmarkPDF
The State Of eBusiness Metrics In Financial Services June 11, 2008 (Rating: 9) BookmarkPDF
2008 Canadian Bank Secure Web Site Rankings May 06, 2008 BookmarkPDF
2008 Canadian Bank Public Web Site Rankings April 24, 2008 BookmarkPDF
Five Important Ways The Internet Affects Sales Of Financial Products March 17, 2008 (Rating: 10) BookmarkPDF
The Business Case For Online Sales In Financial Services October 2008 Receive an alert when this document is published: email RSS
Online Sales Forecast - Lending Products September 2008 Receive an alert when this document is published: email RSS
Online Sales Forecast - Credit Cards August 2008 Receive an alert when this document is published: email RSS
Online Sales Forecast - Deposit Products August 2008 Receive an alert when this document is published: email RSS
Person to Person Lending September 2008 Receive an alert when this document is published: email RSS