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: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:2012 North American Credit Card Online Sales Rankings

    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...

    • Downloads: 409
  • For eBusiness & Channel Strategy Professionals

    Report:US Bankers Want More From Digital Banking

    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...

    • Downloads: 678
  • 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: 1020
  • 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: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: 566
  • 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: 167
  • 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: 591
  • 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: 288
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Discover Financial Services Partners With PayPal To Roll Out Mobile P2P Payments

    Firm "Electronifies" Cash Transactions To Enhance Existing PFM Tool

    In February 2009, Discover Financial Services introduced its Spend Analyzer, an online personal financial management (PFM) tool that lets clients track and categorize their spending. Adoption was...

    • Downloads: 663
  • 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: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: 388
  • 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: 1085
  • 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: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: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: 316
  • For eBusiness & Channel Strategy Professionals

    Report:2013 Canadian Bank Secure Website Rankings

    RBC Remains The Leader, But BMO And Scotiabank Are Close Behind

    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: 187
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Mobile Banking 2012

    Landscape: The Mobile Banking Strategy Playbook

    Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks in North America, Europe, and...

    • Downloads: 1830
  • 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: 949
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Banking Initiative Checklist

    Twenty Key Questions To Ask When Planning Mobile Banking Initiatives

    You’ve been asked to lead your firm’s mobile banking strategic planning. You and your team have developed a strategic vision, evaluated the competitive landscape, and built the business...

    • Downloads: 17
  • 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: 348
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Citibank's Tablet App Transforms The Digital Banking Experience

    Advanced PFM Goes Beyond The Firm's Existing Website Offering, And The eBusiness Team Applies The Lessons To The Website

    In July 2011, Citibank officially launched its first ever tablet banking app, but the true breakthrough took place five months earlier, when eBusiness leaders at the bank began the process of...

    • Downloads: 1200
  • For eBusiness & Channel Strategy Professionals

    Report:2012 Canadian Bank Secure Website Rankings

    Firms Continue To Enhance Core Functionality But Lack New Digital Banking Features

    This report details how the secure websites of the six largest retail banks in Canada stack up against each other across six categories and 66 individual criteria measuring the banks' online...

    • Downloads: 242
  • 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 Canadian 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 Canadian banks...

    • Downloads: 301