Stephen Walker

Analyst serving eBusiness & Channel Strategy PROFESSIONALS

Stephen serves eBusiness & Channel Strategy Professionals within the European consumer financial services sector. His work is wide-ranging; it includes understanding the changing role of the branch in a multichannel world, analyzing the transformative power of mobile and social media, and cataloging best practices in next-generation online banking, with a particular focus on personal financial management (PFM).

Previous Work Experience

Prior to joining Forrester, Stephen spent five years working in various research/consulting and strategy roles within financial services. Most recently, at Corporate Executive Board, he helped executives define priorities around multichannel strategy, social media, mobile banking, and banking the unbanked. Before that, he was a research manager on Lloyds TSB's corporate markets strategy team; prior to that, Stephen helped executives benchmark banking risk technology solutions at a boutique consultancy.


Stephen holds an M.Sc. in global politics from the London School of Economics and a first-class B.Sc. in management from King's College, London.

Stephen Walker's Research

  • For eBusiness & Channel Strategy Professionals

    Report: The State Of Digital Money Management, 2014

    Interest in digital money management has been strong for the past few years since pioneers like Wesabe and showed how simple online money management could be. Yet despite growing number...

    • Downloads: 177
  • For eBusiness & Channel Strategy Professionals

    Report: Put Money Management At The Heart Of Digital Banking

    Digital money management capabilities have significantly progressed since the early days of account aggregation. But robust customer adoption has proved to be elusive for many firms. Unfortunate...

    • Downloads: 131
  • For eBusiness & Channel Strategy Professionals

    Report: Establish Clear Digital Money Management Objectives

    As digital money management evolves from being a feature of digital banking to becoming the core functionality of many online and mobile banking services, digital banking professionals need to t...

    • Downloads: 268
  • For eBusiness & Channel Strategy Professionals

    Report: Help Customers Make Better Financial Decisions

    Digital money management promises to give millions of people the budgeting tips, financial guidance, and advice that so many sorely need. Yet too many firms have taken a project-based approach t...

    • Downloads: 114
  • For eBusiness & Channel Strategy Professionals

    Report: 2014 Australian Mobile Banking Functionality Benchmark

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the four largest retail banks in Australia on 37 criteria. Australia's banks have...

    • Downloads: 109
  • For eBusiness & Channel Strategy Professionals

    Report: The Business Case For Personal Financial Management

    Many financial services eBusiness executives are considering investing in money management tools for their customers, but they struggle with the business case. To help eBusiness executives build...

    • Downloads: 658
  • For eBusiness & Channel Strategy Professionals

    Report: Case Study: mBank Builds A Next-Generation Online Banking Experience

    Poland's mBank launched a revolutionary new online banking platform on June 4, 2013. The new platform delivers a new generation of digital banking, with a mix of customer-centric interfaces, adv...

    • Downloads: 592
  • For eBusiness & Channel Strategy Professionals

    Report: Best Practices In Digital Money Management

    The critical question for eBusiness and channel strategy professionals who have launched, or are about to launch, digital money management is how to drive customer adoption and use. To help, For...

    • Downloads: 520
  • For eBusiness & Channel Strategy Professionals

    Report: Case Study: BBVA Drives Online Banking Use With Game Mechanics

    BBVA wanted to increase customer understanding and use of online banking. By employing a range of game mechanics — challenges, prizes, and leadership boards — the bank's digital mark...

    • Downloads: 502
  • For eBusiness & Channel Strategy Professionals

    Report: 2013 UK Mobile Banking Functionality Rankings

    With customer expectations rising and substantial business at stake, digital banking strategy teams know they must keep improving their mobile services. This is one of three reports that detail ...

    • Downloads: 367
View all of Stephen Walker's Research

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