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

Patti serves eBusiness & Channel Strategy Professionals. She is a leading expert on multichannel retail strategy with 19 years of diversified experience, expertise in creating customer-centric eCommerce sites, integrating channels effectively, developing innovative marketing initiatives, and ensuring high-standard customer service and order fulfillment operations.
Patti was formerly a research director at JupiterResearch. Before joining JupiterResearch, she held leadership positions with leading internationally known companies like Bloomingdale's and Godiva Chocolatier. Most recently, she was director of shopping services with bloomingdales.com, where she touched on all aspects of the multichannel retail business. Brought on board to create and launch Bloomingdale's Bridal Registry website with WeddingChannel.com, Patti directed all aspects of the business from concept to implementation, including back-end customer service and store integration issues. In her previous capacities at Bloomingdale's, she led the international marketing department and implemented award-winning multiple-media marketing and retention programs. Further, Patti has done project work to develop interactive educational products for adults and children.
Patti has been quoted in major media outlets such as The Wall Street Journal, The New York Times, The Chicago Tribune, and Business 2.0, as well as in industry publications such as Internet Retailer and Executive Technology. Patti has also appeared on NBC Nightly News, CNBC, BBC, CNN, NPR, PBS, Fox Business News Network, and BNN.
She has taught eCommerce at the Fashion Institute of Technology in New York and is also the vice chairman of the board of directors for Shop.org, a membership organization that serves the online and multichannel retail community and a division of the National Retail Federation.
Patti earned a B.A. in business management and studio art from Franklin and Marshall College.
Mainstream Adoption Hinges On Issues With Value, Security, And Support
Mobile banking adoption continues to gather momentum in the US, fueled by strong consumer appetite for smartphones and banks' burgeoning supply of new mobile banking applications, websites, and...
Nail The Basics To Quickly Expose The Value Of The Channel
In the US, adoption of mobile financial services is rising: 11% of US online adults are now mobile bankers and 7% of those with investment accounts are mobile investors, although just 3% of online...
Marked Improvements Across All Firms, With Wells Fargo Leading
Forrester conducted our annual evaluation of the secure online banking websites of the six largest US banks — Bank of America, Chase, Citibank, PNC Bank, U.S. Bank, and Wells Fargo —...

Late last year, Forrester reviewed and ranked the secure websites of the 12 largest retail banks in the US and Canada. The full reports can be found here (US) and here (Canada). Overall, banks'...
Making The Business Case For Mobile Efforts At Wealth Management Firms
Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose...
Executive Overview: The Mobile Banking Strategy Playbook
Mobile banking is the most important strategic change in retail banking in more than a decade. Yet too many banks have taken a haphazard approach to mobile strategy, rolling out apps and features...
Royal Bank Of Canada Takes The Top Spot For 2012
Credit cards are the top selling financial product in both the US and Canada. In the US, the majority of credit card applicants apply online, and in Canada, the percentage is second only to the...

Basics Cut It Online But Bankers Demand More From Mobile Banking
Digital bankers — online, mobile, or tablet bankers — use basic account features like account balances and transaction histories and find them important. But our analysis of digital...
Using Regression Modeling To Better Understand The Drivers Of Acquisition, Retention, And Cross-Selling In Banking
In 2012, the age of the customer is in full swing. Gone are the days when companies could simply offer their services and customers could choose to take them or leave them — today, companies...
Citi Moves To The Top With Added Functionality And A New Look
Digital banking teams want to know where they stack up against competitors when it comes to their secure websites and other digital features — everything from mobile functionality to customer...

OPEN Forum, A Branded Website, Grew Out Of Offline Networking Events
Small business owners are hungry to talk to their peers about shared needs, topics, and solutions. American Express OPEN — the small-business arm of American Express — recognized this...
Mobile banking success is a moving target: Customers needs and expectations are changing rapidly, and eBusiness teams at banks are sprinting to get ahead of their customers’...
The Mobile Banking Imperative
This report, written for eBusiness and channel strategy professionals, is also relevant to CIOs and other IT leaders. CIOs at every bank face major changes as consumers move their banking activities...
Adoption Of Mobile Banking Is Heating Up And Portends Future Use Of Mobile Investing And Insurance Services
Most of the "big five" banking providers have now launched mobile offerings, and clients are responding. Consumer adoption of mobile banking in Canada has risen sharply from just 1% in 2008 to 9% at...
It’s the latest craze sweeping the nation… No, I’m not talking about Fruit Ninja, I’m talking about gamification. There's a reason "gamification" is the buzzword on the...
In The Long Term, Cross-Channel Measurement Is An Enterprisewide Concern, But In The Near Term, eBusiness Must Act Now
eBusiness and channel strategy professionals have a lot on their plates these days: Consumers are moving across channels for sales and service, spanning digital touchpoints like Twitter and public...
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...
Technology is radically changing the way bank customers interact with their providers, and mobile touchpoints are at the forefront of this change. In the past five years, mobile banking adoption in...
Banks get a bad rap for not being innovative enough. But at least one provider is proving the haters wrong: Early this year, U.S. Bank launched Mobile Photo Bill Pay, a feature that lets mobile...
Benchmarks: The Mobile Banking Strategy Playbook
We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking offerings of 15 retail banks in in North America, Western Europe, and Australia across more than...
RBC And CIBC Lead With Critical Functionality
Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...
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...

Websites are the most widely used touchpoint for credit cardholders interacting with their providers. The quality of a credit card company's secure website impacts the relationship that firm has...
Forrester’s two recent reports — 2011 US Bank Secure Website Rankings and 2011 Canadian Bank Secure Website Rankings — highlight the incremental improvements banking providers have...