For eBusiness & Channel Strategy Professionals (Length: 16 pages)

July 31, 2009 (updated August 31, 2009)

Financial Web Sites Need Customer Service Help

Financial Services eBusiness Customer Service And Support Benchmark, 2009

This is the second document in the "eBusiness Customer Service And Support Benchmark" series.

by Diane Clarkson, Elizabeth Stark

with Carrie Johnson, Brad Strothkamp, Kate van Geldern


Executive Summary (This is a document excerpt)

As part of a larger analysis of 90 Web sites, Forrester evaluated the availability of online customer service and support among 30 leading financial services Web sites. Forrester found that most sites delivered inconsistent customer service availability, with only four Web sites receiving a passing score. While many sites suffered from a range of customer service accessibility issues, our analysis also uncovered a number of good practices, such as the variety of Bank of America's customer service touchpoints, USAA's integration of online insurance reviews, and Schwab's consistent contextual help. To improve online customer support, eBusiness and channel strategy professionals at financial services firms should provide reliable and consistent contextual support on product pages, ensure sites have basic support features, such as a customer service or help link on every page, and promote interactive customer support methods.

Buy Risk-Free

Download and print PDF immediately. Price: US $499

Our Money-Back Guarantee: If you are not completely satisfied, return it for a full refund within three weeks of your online purchase.

Already a Forrester Client?
Log in to read this document.

Add to cart

TABLE OF CONTENTS

NOTES & RESOURCES

itemExamining The Availability Of Customer Service On Financial Services Sites

itemCustomer Service Benchmark Results Were Dismal

itemGood Customer Service Availability Practices Emerged

recommendations

itemImprove Online Customer Service Availability By Strengthening The Basics

itemSupplemental Material

Forrester evaluated the customer service and support availability found on 90 public US Web sites — 30 financial services firms, 30 travel companies, and 30 retail stores.

Related Research Documents

itemCustomer Service Trumps Price

May 15, 2009

itemOptimizing Online Banking Customer Contacts

December 18, 2008

Find Documents In Related Categories

This document falls under the following categories. Click on a link below to find similar documents.

Analyst: Diane Clarkson
Technology: Customer Experience, Customer Relationship Management, Design & Usability Processes, eBusiness/eCommerce, Packaged Applications, Web Site Design
Industry: Consumer Financial Services, eBusiness/eCommerce Strategy, Financial Services, Financial Services Customer Experience, Financial Services Customer Relationship Management, Investments, Online Financial Products & Services, Retail Banking, Retail Credit
Geography: Asia Pacific, Europe, North America