Patti Freeman Evans

Vice President, Research Director serving eBusiness & Channel Strategy PROFESSIONALS

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.

Previous Work Experience

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.

Education

Patti earned a B.A. in business management and studio art from Franklin and Marshall College.

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37 results in Reports

  • Peter Wannemacher
  • For eBusiness & Channel Strategy Professionals

    Report:Strategic Staffing For Mobile eBusiness

    As mobile adoption increases, eBusiness and channel strategy professionals are challenged to determine how these devices integrate with their existing sales and service channels. It is imperative...

    • Downloads: 390
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Mobile Banking Functionality Rankings

    Forrester Evaluates The Top Four Banking Providers' Client-Facing Mobile Offerings

    Mobile banking adoption is growing at a rapid rate, and banking providers continue to invest more and more resources in their mobile services. We applied our Mobile Banking Functionality Benchmark...

    • Downloads: 1083
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2014: North American Digital Banking

    Digital Disruption Will Push Banks To Innovate In Money Management, Sales, And Cross-Channel Interactions

    Five major forces will affect North American digital banking this year: a heavy regulatory burden; unrelenting changes in technology; consumers' rising digital expectations; digital disruption in...

    • Downloads: 583
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Mobile Banking Functionality Benchmark

    Chase And U.S. Bank Top Our Review Of US Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the five largest retail banks in the US across more than 35 criteria. The banks have...

    • Downloads: 303
  • For eBusiness & Channel Strategy Professionals

    Report:2011 US Bank Secure Website Rankings

    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 —...

    • Downloads: 554
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Credit Card Secure Website Rankings

    Discover Financial Services Takes The Top Spot With Robust Functionality And Strong User Experience

    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...

    • Downloads: 347
  • For eBusiness & Channel Strategy Professionals

    Report:2011 Canadian Bank Secure Website Rankings

    eBusiness Teams At Canada's Top Banks Make Major Improvements

    Forrester conducted our annual evaluation of the secure online banking websites of the six largest Canadian banks — Bank of Montreal, CIBC, National Bank of Canada, Royal Bank of Canada (RBC),...

    • Downloads: 335
  • For eBusiness & Channel Strategy Professionals

    Report:The Mobile Banking Metrics That Matter

    Performance Management: The Mobile Banking Strategy Playbook

    To achieve key business goals — such as increasing mobile banking use and improving mobile experiences — mobile strategists at banks need to put the right metrics in place. These metrics...

    • Downloads: 735
  • For eBusiness & Channel Strategy Professionals

    Report:Building A World-Class Mobile Banking Strategy

    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...

    • Downloads: 1090
  • For eBusiness & Channel Strategy Professionals

    Report:2013 US Bank Secure Website Rankings

    Citi Retains The Top Spot

    Digital teams at banks are continuously evaluating their secure websites, with an eye toward enhancing content and functionality. These teams want to know how they compare with their peers, while...

    • Downloads: 283
  • For eBusiness & Channel Strategy Professionals

    Report:2013 US Mobile Banking Functionality Rankings

    Forrester Evaluates The Four Largest Banks' Retail Mobile Offerings

    With customer expectations rising and substantial business at stake, digital banking strategy teams know they need to keep improving their mobile services. This is one of three reports that detail...

    • Downloads: 636
  • For eBusiness & Channel Strategy Professionals

    Report:The ROI Of Mobile Investing And Mobile Trading

    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...

    • Downloads: 700
  • For eBusiness & Channel Strategy Professionals

    Report:The Mobile Insurance Metrics That Matter

    Performance Management: The Mobile Insurance Strategy Playbook

    Insurers have taken the mobile plunge and rolled out myriad portable apps and websites that help customers research, buy, and service their insurance needs. But in order for mobile strategies to...

    • Downloads: 562
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Bank Secure Website Rankings

    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...

    • Downloads: 388
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Canadian Mobile Financial Services: 2011

    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...

    • Downloads: 748
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Bank Digital Sales Rankings

    This is one of two reports that detail the findings from Forrester's annual ranking of the digital sales offerings of the 12 largest banks in North America. The report covers six major US banks and...

    • Downloads: 541
  • For eBusiness & Channel Strategy Professionals

    Report:Meet Customer Needs And Business Objectives With A Mobile Banking Road Map

    Road Map: The Mobile Banking Strategy Playbook

    Once a digital banking team has developed a mobile banking strategy, the next step is execution. Unfortunately, many barriers remain, but banks can overcome these obstacles with clear, realistic road...

    • Downloads: 386
  • For eBusiness & Channel Strategy Professionals

    Report:The Mobile Banking Imperative

    Vision: The Mobile Banking Strategy Playbook

    This report gives eBusiness and channel strategy professionals at banks a vision for what the future of mobile banking will be and why it is critical to develop a clear mobile strategy focused on...

    • Downloads: 1016
  • For eBusiness & Channel Strategy Professionals

    Report:eBusiness Teams' Two Paths To Cross-Channel Measurement Success

    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...

    • Downloads: 313
  • For eBusiness & Channel Strategy Professionals

    Report:2013 Global Mobile Banking Functionality Rankings

    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...

    • Downloads: 947
  • For eBusiness & Channel Strategy Professionals

    Report:2012 Canadian Credit Card Secure Website Rankings

    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...

    • Downloads: 203
  • For eBusiness & Channel Strategy Professionals

    Report:What Drives Retention And Sales In US Banking?

    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...

    • Downloads: 584
  • For eBusiness & Channel Strategy Professionals

    Report:2014 Canadian Mobile Banking Functionality Benchmark

    The Big Five Canadian Banks Have Improved Their Mobile Offerings

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of the five largest retail banks in Canada across more than 35 criteria. This report is...

    • Downloads: 181
  • For eBusiness & Channel Strategy Professionals

    Report:2014 Global Mobile Banking Functionality Benchmark

    Benchmarks: The Mobile Banking Strategy Playbook

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of 32 large retail banks in Western Europe, North America, and Australia. In general, the firms...

    • Downloads: 139
  • For eBusiness & Channel Strategy Professionals

    Report:Time For US Banks To Get Tough And Turn Off Paper For eDelivery Customers

    For more than a decade, financial firms have worked to get their customers to enroll in eStatements and other eDelivery offerings. Early on, the assumption was that getting clients to receive...

    • Downloads: 222