Forrester

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:Which Firms Do US Investor Segments Use?

The Wealth Management Firms Each Of Our Nine Investor Segments Use

To understand the behavior of US investor households, Forrester analyzes two dimensions that meaningfully distinguish individual investors: investable assets and self-directedness. We combine these...

• Downloads: 486

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: 652
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For eBusiness & Channel Strategy Professionals

Client Inquiry:The Impact Of Advisory On Customer Advocacy

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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: 540

For eBusiness & Channel Strategy Professionals

Report:More US Investors Adopt eDelivery, But Most Still Get Paper

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...

• Downloads: 185

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: 819

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: 506

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

Blog:Mobile Investing Heats Up

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...

For eBusiness & Channel Strategy Professionals

Report:Which Digital Touchpoints Should You Focus On Now?

Use The Splinternet Engagement Index To Jumpstart Your Agile Commerce Strategy

This report, originally written for market insights professionals, includes content relevant to eBusiness and channel strategy professionals. Here's why: The golden age of the Web is over. The...

• Downloads: 581
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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: 936

For eBusiness & Channel Strategy Professionals

Tool:Our Segmentation Combines Self-Directedness And Assets

For eBusiness & Channel Strategy Professionals

Tool:The Investor Segmentation Predicts Trading Activity And Channel Behavior

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: 578

For eBusiness & Channel Strategy Professionals

Tool:Self-Directedness Predicts Investor Attitudes And Behaviors

For eBusiness & Channel Strategy Professionals

Blog:The Secret To Loyal Financial Services Customers

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...

For eBusiness & Channel Strategy Professionals

Report:Must-Have Features For Client Sites Of Wealth Management Firms

Best Practices From The Secure Websites Of Leading US Investment Firms

Forrester's research shows that web access on a personal computer remains, overwhelmingly, the touchpoint of choice for US investors who want to see their accounts or make a trade. In fact, getting...

• Downloads: 124

For eBusiness & Channel Strategy Professionals

Tool:Our Segmentation Combines Self-Directedness And Assets

For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2012: How Customers Rate US Banks, Investment Firms, And Insurers

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...

• Downloads: 612

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: 455

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: 587
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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: 955
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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: 288

For eBusiness & Channel Strategy Professionals

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