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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36 results in Reports

  • Peter Wannemacher
  • 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: 586
  • 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: 661
  • 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: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: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: 231
  • 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: 546
  • 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: 1836
  • 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: 749
  • 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: 408
  • 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: 703
  • 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: 1084
  • 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 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: 304
  • 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: 215
  • 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: 960
  • 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: 393
  • 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: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: 588
  • 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: 255
  • 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: 22
  • 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: 681
  • 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: 1031
  • For CIO Professionals

    Report:CIOs: Master The Mobile Banking Imperative

    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...

    • Downloads: 251
  • 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: 403
  • For eBusiness & Channel Strategy Professionals

    Report:Why More Banks Should Put Search On Their Secure Websites

    Online Bankers Say Search Is Important But Low In Quality, And Many Banks Don't Offer Search On Their Secure Websites

    Banks routinely upgrade and enhance their secure websites with an eye toward meeting users' needs, driving sales, and differentiating from competitors. Key decisions in this process often revolve...

    • Downloads: 195