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.
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...
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...
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...
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...
Customers Do Little More Than View And Pay Their Bills Online
There are more than 175 million credit card owners in the US, 85% of whom go online at least monthly. Overall, 73% of cardholders have used at least one feature on their provider's Web site in the...
Recent Applicants Favor Online Research Tools And Automatic Enrollment
More than 70 million US adults — around one-third of the adult population — currently have a 401(k) account or workplace retirement savings plan. Although growth in 401(k) ownership has...
Many Sources Are Used, But Financial Advisors Are Considered Most Helpful
Less than half of US online adults have done retirement research. Consumers who are worried about having enough money to retire are less likely to have done research; investors and older consumers...
Account And Portfolio Data Remain Most Important
Mass-affluent investors represent one-third of all US households and control about the same proportion of retail investment assets. Four in five online mass-affluent investors have visited their...

Edward Jones, Independent Advisors, And Vanguard Rank Highest
More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward...
Account Data Is Most Important, With Vanguard Rated Highest For Quality
More than three-quarters of all US online affluent investors use their investment firms' Web sites, up from two-thirds in 2005. What site features do they value most? Balances and holdings are by far...
How Secure Consumers Feel Online Affects What They're Willing To Do
For the past five years, Forrester has tracked the degree of security consumers feel when using financial information on the Internet. By analyzing these trends and our most recent survey data, we...
Few Canadians Are Interested In Mobile Banking; Fewer Still Use It
Half of Canadian online consumers are aware of mobile banking, but just 1% currently use the service, and only 3% more report any interest in doing so in the future. What's stopping online Canadians...
Many North Americans Have Not Applied Online But Would Consider Doing So
eBusiness professionals at financial firms must understand not only who is already buying financial products on the Web but also who is the most likely to do so in the future. Forrester identified...
More than 9 million US adults have used a comparison Web site to research a financial product, and one-third of US online financial researchers say they trust product comparison sites. US online...
Of the 3 million Americans who have researched life insurance during the past year, more than one in three used the Internet to do so, making it the second most popular research channel after...
As consumer adoption of social media rises and alters the relationship between companies and consumers, eBusiness professionals at banks must understand how their online customers use and interact...