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

Peter serves eBusiness & Channel Strategy Professionals. He specializes in serving financial services customers through online, mobile, and other remote channels. He has helped banks, brokerages, insurers, and other financial providers improve their online and mobile services, and plan their online and mobile strategies. Peter works with firms to better understand market opportunities and meet client needs. His recent reports include "Mobile Channel Strategy: An Overview." During his four years at Forrester, Peter has worked on projects that sized the market for mobile financial services, improved firms' online banking functionality, segmented existing customers and prospects, and quantified the value of digital services. In addition, Peter co-developed Forrester's mobile banking and mobile investing ROI models.
Prior to becoming an analyst, Peter was a researcher at Forrester. In that role, he developed Forrester's mobile financial services ROI model and was a key contributor to updating, maintaining, and applying the Forrester Website User Experience and Functionality Benchmark (WSB) methodology.
Peter holds dual M.S. degrees in advertising and applied communications research from Boston University, as well as a B.A. from Trinity College in Hartford, Connecticut.
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...
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...

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...
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...
How eBusiness Leaders Should Approach Mobile As A Sales And Service Channel
Across the globe, the mobile channel is growing at a rapid rate. eBusiness and channel strategy leaders at B2B and B2C firms are at the forefront: 94% of eBusiness managers we surveyed are either...
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...
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...

One-Third Of Small Business Owners Research Financial Services Products Online
Three in four small business owners have used the Internet for at least one banking activity in the past year. But which channels do owners use to shop for the financial products they use for their...
Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors are...

ABMs And The Web Are Now The Two Most Commonly Used Channels
Just as it has in other countries, the rise of online banking has changed the way Canadians conduct banking activities. Automated banking machines (ABMs) are the most widely used banking channel on a...
Consumer Interest Is Rising Slightly, But Mainstream Adoption Is Still Far Off
In the US, adoption of mobile payments has been virtually nonexistent, although interest is starting to notch upward. Today, 18% of US online adults express interest in mobile payments, and yet less...
eBusiness Executives Should Focus On Web Site Functionality For Support
Small business owners know a lot about their businesses, but they often know little about how to best manage the financial aspects of those businesses. As these small businesses grow, banks can build...
Canadians still use the phone as their primary channel for insurance. In fact, the phone was the only channel used by a majority of online Canadian insurance customers in the past year, while fewer...
The percentage of US adults who bank online has risen from 51% in 2005 to 59% today. This steady growth has changed the way customers use other channels like branches, automated teller machines...
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...
Usage Is Rising Driven By First-Time Users And Younger Generations
In 2009, 21% of financial product online applicants — more than 50 million Americans — used a third-party online comparison Web site, and 36% of these applicants did so for the first...
Top Firms Include Investors Group And RBC Wealth Management
With nearly 5 million Canadians headed into retirement in the next 10 years — and younger Canadians beginning to plan for their own retirements — eBusiness and channel strategy...
ATMs are an important but often neglected channel. Eighty-five percent of US bank customers use ATMs, and one in three uses one at least weekly. Today's consumers use ATMs to make deposits, check...
Most Buyers Research On The Web Or In Person; Few Apply Online
Half of US adults own life insurance, and roughly 25 million apply for a new policy each year. The Web has recently overtaken agents as the most commonly used channel among US life insurance...
Phone Is The Dominant Channel For Research And Applications
More than 100 million US online adults own home insurance, and one in 10 applies for a new policy each year. The phone is the most popular research channel, although roughly one-third of researchers...
The Web Is Critical To Research, But Many Shoppers Cross Channels To Apply
Four in five US adults own auto insurance, and more than one in four applies for a new policy each year. We used Forrester's Technographics® data to analyze how millions of US adults research,...
Channel Switching Is Driven Largely By Security And Support Issues
Many US customers use multiple channels when buying financial services products, crossing channels during their path to purchase. Among online adults, 41% of financial product applicants research...
Profiling The Financial Attitudes And Behavior Of US Online Teenagers
There are roughly 20 million Teen Millennials — individuals between 13 and 17 years old — in the US. As consumers, Teen Millennials tend to be loyal to brands but mistrustful of financial...
Nearly Two-Thirds Of Small Businesses Use The Web For Financial Transactions
There are more than 25 million small businesses — firms with fewer than 500 employees — in the US, and more than one in 10 US online consumers is a small business owner. The recession has...
Scores Drop Overall, But RBC Rises And Credit Unions Lead
Customer advocacy — the extent to which a firm's customers believe it does what's best for them rather than its own bottom line — is a key predictor of customer retention and growth....