November 7, 2006
Ten Ways To Build A Better Financial Services Sales Site
with Carrie Johnson, Peter Hult
Executive Summary (This is a document excerpt)
Financial services Web sites fail to meet customer expectations when compared with the branch and phone channels. Why do sites fail? Most financial firms do not understand their customers' needs, their expectations, or the basics of online selling. To drive more online sales, financial services firms must first understand what drives consumers' choice of product. Armed with this information, they should create sites that deliver compelling content, decision-support tools, and a superior buying process to help consumers make a product and channel choice that meets their goals.
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Forrester reviewed 30 financial services sites across the banking, credit card, lending, insurance, and brokerage industries. Related Research Documents
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The Web Has Become The Dominant Research Vehicle For Financial Products
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Original air date: Tuesday, June 30, 2009
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