Julie A. Ask

Vice President, Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

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.

Previous Work Experience

Prior to becoming an analyst, Julie worked at a contextual services mobile startup in San Francisco and prior to that at Booz Allen & Hamilton.

Education

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.

Refine your results

Date Range

Methodology

Topics

Industry

Region

14 results in Reports

  • eBusiness & Channel Strategy
  • Customer Experience Management
  • Bill Doyle
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Social Investing

    Social investing platforms like Covestor, eToro, and wikifolio threaten to disrupt personal investing by bringing the wisdom of the crowd and the stock-picking of talented individuals to mainstream...

    • Downloads: 148
  • 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: 658
  • 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: 413
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Hits Retail Financial Services

    Disruptors Deliver Superior Customer Experiences At A Lower Cost

    Digital disruption has arrived in retail financial services. Banks, insurers, and wealth management firms are besieged by a wave of disruptors that aim to use digital tools to deliver superior...

    • Downloads: 203
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy Q2 2012: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Insurers, Investment Firms, And Credit Card Issuers

    When customers feel that a financial services firm acts in their best interest, they are willing to invest more, borrow more, and buy more products from that firm. We call this corporate trait...

    • Downloads: 521
  • 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: 541
  • 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: 637
  • 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: 1175
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 480
  • 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: 630
  • 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: 708
  • For eBusiness & Channel Strategy Professionals

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

    Best Practices From The Public Websites Of Leading US Investment Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 321
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2013: Digital Wealth Management

    Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to...

    • Downloads: 735
  • 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: 566