08 Dec. 2005
In 1998, 60% of millionaires made their own investment decisions. By the end of 2004, just 50% made their own decisions. At the same time, they became more likely to seek advice. Our survey of mass-affluent and affluent consumers shows that reputation drives their choice of advisors. Key lesson learned: Advisors need to demonstrate customer advocacy.
Branch Banking In Europe
European banks are investing in branches to drive sales. But moving from transaction-based branches to sales-oriented ones will require significant changes in the physical layout, staffing, technology, and processes of branches.
Other Hot New Research
Take a look at these recent research reports:
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Mutual Fund Home Pages: Vanguard Sets The Pace |
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Best And Worst Of European Mobile Site Design, 2005 |
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TCS Acquires Banking Platform Vendor FNS |
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Digital Business Architecture: IT Foundation For Business Flexibility |
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Insurance Policy Administration Spending Plans |
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New Technology Evaluations
We've recently evaluated these technologies and services using The Forrester Wave™:
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P&C claims platforms |
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Indian vendor consulting capabilities |
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Enterprise risk management consultants |
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Security configuration management |
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Security information management |
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Enterprise content management |
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Assessing P&C Claims Management Platforms
Processing insurance claims is no longer an art form -- it needs to be both flexible and automated. To assess the state of the property and casualty claims system market and see how the vendors stack up against each other, we used The Forrester Wave™ to evaluate the strengths and weaknesses of top claims platform vendors across 22 criteria.
Forrester Wave™: P&C Claims Platforms
Happy Holidays! |
To help select the right marketing channels to reach affluent and mass-affluent consumers, we further examined their media habits. Our analysis identified their preferred search portals, information Web sites, print newspapers, print magazines, and TV networks.
Got Feedback? If you haven't done it already, please consider taking a short survey on your plans and priorities. If you can't see the link to the survey, paste this URL into your browser: http://www.gmi-mr.com/20/survey/s.phtml?sn=37773. Your input will be very valuable for shaping our 2006 research plans. Thanks! Drop me a line at brucetemkin@forrester.com if you have any other comments. Bruce D. Temkin Vice President & Practice Director, Financial Services EMAIL: Email this issue to a colleague.
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