About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Julie serves eBusiness & Channel Strategy Professionals. Julie's 25 years of work experience is balanced between the engineering and management consulting work she did in the first half of her career and her work as an analyst for the past 12 years. The combination of technical and business expertise positions prepared her well to work with business leaders to identify new opportunities offered by mobile technology and to develop strategies to engage with consumers on mobile devices. She has worked with hundreds of clients across retail, travel, banking, insurance, CPG, healthcare, retail, and more to advise and guide the development of their mobile strategies.
Julie's research and analysis have been widely cited in publications including The Wall Street Journal, The New York Times, USA Today, BusinessWeek, RCR Wireless, and The Onion and on CBS, NBC, and PBS.
Prior to becoming an analyst, Julie worked at a contextual services mobile startup in San Francisco and prior to that at Booz Allen & Hamilton.
Julie holds a B.S.E.E. and a Master of Science in electrical engineering and computer science from the Massachusetts Institute of Technology (MIT). She also holds an M.B.A. from the University of Michigan.
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...
By-The-Numbers Business Case Is Lukewarm Today, But Advanced Functionality And Elusive Benefits Suggest Greater Returns Lie Ahead
Consumer adoption of mobile banking has accelerated over the past few years. In the US, the proportion of online adults who are mobile bankers has quadrupled from 4% in 2006 to 16% at the end of...


Forrester conducted an online survey fielded in November 2011 of 4,030 US Hispanic individuals ages 18 to 75. For results based on a randomly chosen sample of this size (N = 4,030), there is 95%...
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...

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...

How eBusiness Leaders Should Approach Mobile As A Sales And Service Channel
Across the globe, the mobile channel is growing at a rapid rate. eBusiness and channel strategy leaders at B2B and B2C firms are at the forefront: 94% of eBusiness managers we surveyed are either...
Robust Growth To Drive Demand For Stronger Mobile Functionality
US mobile banking adoption has experienced rapid growth in the past three years, more than doubling from 5% of online adults in 2007 to 12% in Q2 2010. By 2015, Forrester predicts that one in five US...
Forrester conducted an online survey fielded in September 2010 of 1,042 Hispanic US individuals ages 13 to 17. For results based on a randomly chosen sample of this size (N = 1,042), there is 95%...
European Online Financial Researchers Want Ratings And Reviews
European online financial researchers look for customer ratings and reviews. They tend to trust them and find them valuable for making better buying decisions. Although a range of North American...
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...
eBusiness Professionals Must Integrate Mobile Into Loan Processes
As customers become more comfortable with research and applying for financial products through mobile devices, eBusiness professionals at banks will need to consider how mobile can support...

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...
ABMs And The Web Are Now The Two Most Commonly Used Channels
Just as it has in other countries, the rise of online banking has changed the way Canadians conduct banking activities. Automated banking machines (ABMs) are the most widely used banking channel on a...
How Online Retail In China Is Evolving Differently From Other Major Markets
China's eCommerce market is both one of the largest and one of the fastest growing in the world. While Forrester estimates the traditional B2C online retail markets to be larger in the US and Japan...
The European Technographics Financial Services Online Survey, Q4 2011, surveyed 14,000 respondents in the seven markets of France, Germany, Italy, the Netherlands, Spain, Sweden, and the UK. This...