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Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.
Faced with fragmented customer bases and unclear regulatory requirements, business-to-business (B2B) financial services marketers have traditionally shied away from launching social marketing...
How To Navigate The Regulatory Minefield And Build Effective Social Media Programs
Financial services firms are beginning to adopt social technologies: In fact, we found that 79% of companies in the industry have some social media presence. But, held back by regulatory concerns and...

Caution continues to dominate business-to-business (B2B) financial services interactive marketing strategies as budget squeezes, regulatory concerns, and a lack of digital experience impede...
Programs Fall Short Across All Evaluation Criteria
Forrester applied its new Customer Loyalty Program Review methodology to five popular loyalty programs from the retail, travel, and financial services industries. The results of the evaluation...
Benchmarks: The Search Marketing Playbook
Forrester applied an adjusted version of its search marketing review methodology to 300 paid search ads from the retail, travel, consumer packaged goods (CPG), media and entertainment, financial...
Technology Is Just Part Of The Answer To Building A Next-Generation Sales Site
The next generation of online financial services sales needs more of a change in thinking and approach than a change in technology. Forrester believes the next generation of online sales in financial...
Tackle The Low-Hanging Fruit To Maximize 2012 Budgets
Business-to-business (B2B) financial services interactive marketers will likely feel the squeeze in 2012 as they look to deliver improved performance with limited budget growth. While this economic...
eBusiness Executives Should Advertise Benefits Other Than Price
eBusiness teams at financial services firms too readily use price to promote products on their websites. In fact, few customers choose a company for the best price, and promoting other values...

How CI Can Use Technology To Drive Competitive Advantage
Marketers require ever more technology to capture, integrate, analyze, and apply customer data to marketing programs. Forrester recommends that marketers establish an enterprisewide marketing...

Use The Forrester Marketing Flywheel To Assess Budget Allocation
After several years of making cuts, B2B marketing leaders have larger budgets in 2011, but they come with a catch: more scrutiny and greater expectations for results. Budgeting is no longer an annual...
Forrester forecasts interactive marketing spend to grow at a compound annual growth rate of 17%. But not all industries will invest in interactive at the same pace. Financial services will spend the...
Choose A Social Marketing Management Vendor Focused On The Specific Needs Of The Financial Industry
Clearer compliance regulations are making financial services (FS) marketers more confident about entering the social channel and growing their existing presences — but the burden remains on...
US financial services interactive marketing spend will more than double by 2016 but won't grow its investments in every channel at the same pace. This brief report breaks down the increase by channel...
eBusiness Has A Key Role In The Understanding And Usage Of Social Media
Forrester recently published an analysis of the social habits of financial service customers along with a scan of current regulations and existing social marketing efforts. Overall, social media...