Forrester

For CMO Professionals

Report:The Media That Investors Read, Watch, And Use

How To Reach US Investor Segments

Marketing leaders at financial services firms that serve US investors can benefit from Forrester's investor segmentation. The variables we've chosen are simple, usable, and memorable; the results...

• Downloads: 278

For eBusiness & Channel Strategy Professionals

Report:How US Consumers Research And Buy Investment Products

Purchasers Have Often Researched Through A Different Channel

Over the past year, 7% of US online adults have purchased an investment product. While the online channel is the most popular channel for researching, the in-person channel is the most popular for...

• Downloads: 503

For eBusiness & Channel Strategy Professionals

Tool:Our Segmentation Combines Self-Directedness And Assets

For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2010: How Canadian Customers Rate Their Banks

Forrester's research shows that a key driver of customer retention and deeper customer relationships is a trait we call "customer advocacy," the perception by customers that a firm does what's best...

• Downloads: 277

For eBusiness & Channel Strategy Professionals

Report:How Clients Want To Interact With Financial Advisors

Younger Consumers Prefer Online Chat, Websites, And Email

Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like...

• Downloads: 650
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For eBusiness & Channel Strategy Professionals

Tool:Customers Who Rate Their Firm's Website High Are Less Likely To Leave That Firm

For eBusiness & Channel Strategy Professionals

Client Inquiry:Do You Have Net Promoter Scores For US Banks?

Do you have Net Promoter Scores for US banks?

For eBusiness & Channel Strategy Professionals

Report:Full-Service Wealth Management Firms: It's Time To Transform Your Websites

Website Quality Is Positively Correlated To More Money From Clients

Advisor-based firms serving the wealthiest US investors have neglected the online channel for years, leaning heavily on the person-to-person channel instead. But full-service firms' clients are...

• Downloads: 578
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For CMO Professionals

Report:How Financial Services Firms Win Loyal Customers

Customer Advocacy 2011: How Customers Rate US Banks, Investment Firms, And Insurers

Marketing leaders at top-ranked financial services firms have found the secret to loyal customers. Forrester calls it customer advocacy: customers' perception that a firm does what's best for them,...

• Downloads: 714

For eBusiness & Channel Strategy Professionals

Report:The State Of Mobile Investing

Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors are...

• Downloads: 950
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For eBusiness & Channel Strategy Professionals

Report:Which Firms Do US Investor Segments Use?

The Wealth Management Firms Each Of Our Nine Investor Segments Use

To understand the behavior of US investor households, Forrester analyzes two dimensions that meaningfully distinguish individual investors: investable assets and self-directedness. We combine these...

• Downloads: 484

For eBusiness & Channel Strategy Professionals

Report:How To Create A Site That Appeals To Affluent Investors

Use Importance And Quality Ratings To Prioritize Improvements To Your Site

Four out of five US online affluent investors visit their investment firms' websites at least a few times a year. What secure-site features do they value most? Account inquiry features —...

• Downloads: 457
• Comments: 1
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For eBusiness & Channel Strategy Professionals

Tool:Consumers' Preferred Channels For Interacting With Financial Advisors

For eBusiness & Channel Strategy Professionals

Tool:Forrester's Nine-Segment Investor Segmentation Defined

For eBusiness & Channel Strategy Professionals

Blog:The Secret To Loyal Financial Services Customers

Eight years ago, Forrester set out to find the corporate trait that does the most to create loyalty among financial services consumers. Loyalty, of course, is about more than simply retaining...

For eBusiness & Channel Strategy Professionals

Tool:Assets Predict Investor Attitudes And Behaviors

For eBusiness & Channel Strategy Professionals

Report:How To Reach US Investor Segments

The Media That Each Of Our Nine Investor Segments Consumes

Forrester combines two dimensions that meaningfully distinguish individual investors — investable assets and self-directedness — to create nine discrete investor segments. Among other...

• Downloads: 453

For eBusiness & Channel Strategy Professionals

Report:2013 Mobile Wealth Management Functionality Benchmark

E-Trade And Fidelity Lead The Pack

With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

• Downloads: 304

For eBusiness & Channel Strategy Professionals

Report:Affluent Investors Seek Online Collaboration

Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients

Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors...

• Downloads: 535

For eBusiness & Channel Strategy Professionals

Report:Case Study: Generali France Supports Financial Advisors With Innovative Mobile B2B App

With The Launch Of iNomineo, Generali Focuses On A Major Revenue Source

Generali France's iNomineo app for the iPhone offers financial advisors mobile access to client information, details of clients' holdings and past transactions, and graphic illustrations of market...

• Downloads: 407

For CMO Professionals

Report:How To Segment Today's Investors

Segmenting US Investors, 2010

Financial services marketing leaders need to expand their approach to segmentation of their investors. An actionable segmentation of US investors must be built on dimensions that truly distinguish...

• Downloads: 367
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For eBusiness & Channel Strategy Professionals

Tool:Generational Trends In Channel Preferences

For eBusiness & Channel Strategy Professionals

Tool:The Investor Segmentation Predicts Trading Activity And Channel Behavior

For eBusiness & Channel Strategy Professionals

Report:The Top Five Trends In Digital Wealth Management For 2012

Mobile, Social, Video, Advice, And Usability Will Change Retail Investing

Rocketing adoption — by financial advisors and agents as well as investors — is driving five digital trends that will change the wealth management industry. Smart eBusiness managers will...

• Downloads: 967
• Comments: 1
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For eBusiness & Channel Strategy Professionals

Report:The ROI Of Mobile Investing And Mobile Trading

Making The Business Case For Mobile Efforts At Wealth Management Firms

Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose...

• Downloads: 612