Forrester

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:Collaborative Advice

Using Digital Touchpoints To Enhance Advisor-Client Relationships

In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...

• Downloads: 339

For eBusiness & Channel Strategy Professionals

Report:Which Digital Touchpoints Should You Focus On Now?

Use The Splinternet Engagement Index To Jumpstart Your Agile Commerce Strategy

This report, originally written for market insights professionals, includes content relevant to eBusiness and channel strategy professionals. Here's why: The golden age of the Web is over. The...

• Downloads: 574
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For eBusiness & Channel Strategy Professionals

Report:Case Study: Vanguard Uses Social Media To Learn From Its Clients

Adoption of social media among investors is relatively high, but many investment firms have been slow to embrace the medium. The Vanguard Group has had success by using social media to engage with...

• Downloads: 527
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For eBusiness & Channel Strategy Professionals

Report:Case Study: Ameriprise Uses LinkedIn To Help Consumers Find Advisors

Social media will have an outsized impact on relationship-based businesses like investment firms, life insurers, and private banks. Some of these wealth management firms are piloting programs that...

• Downloads: 447

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

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

For eBusiness & Channel Strategy Professionals

Report:Mobile And Social Technologies Come Late To Wealth Management

Younger Generations Are Just The First Wave Of Mobile and Social Adopters

To date, traditional investment and life insurance firms have been insulated from the disruptive forces of mobile and social technologies because their best clients are older. In countries around the...

• Downloads: 926

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 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

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

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:US Investors Adopt eDelivery, But Most Still Want Paper

To Boost Adoption, Executives Need To Educate Customers About The Benefits

The number of investors who receive statements and other account communications in electronic form is up substantially over the past three years. But most investors still cling to paper. Why? Many...

• Downloads: 287

For eBusiness & Channel Strategy Professionals

Report:Which Investors Are Likely To Adopt eDelivery?

Potential Adopters Are Younger, Secure Online, And Open To Ads And Advice

More and more US investors are opting to receive statements and other account communications online. But the numbers remain small: Just 22% of US investors have gone online-only for an investment...

• Downloads: 303

For eBusiness & Channel Strategy Professionals

Report:Full-Service Wealth Management Firms Neglect The Net At Their Peril

Affluent US investors are managing their money online — but usually not at their full-service firms' sites. Why? Every direct brokerage's Web site is stronger than every full-service firm's...

• Downloads: 633

For eBusiness & Channel Strategy Professionals

Report:How Canadians Rate Their Investment And Insurance Firms On Retirement Planning

Top Firms Include Investors Group And RBC Wealth Management

With nearly 5 million Canadians headed into retirement in the next 10 years — and younger Canadians beginning to plan for their own retirements — eBusiness and channel strategy...

• Downloads: 290

For eBusiness & Channel Strategy Professionals

Report:Investment Firms Can't Ignore Social Technologies

No major US investment firm has used social technologies like discussion boards to build an open investor community. But social media adoption is galloping forward, especially among online traders...

• Downloads: 730

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Report:US Investors Continue To Adopt eStatements

Investor adoption of eStatements continues to inch forward. What's holding back wider adoption of eStatements? Most brokerage clients say that they need a paper statement for their records.

• Downloads: 251

For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2009: How Customers Rate Canadian Banks

Scores Drop Overall, But RBC Rises And Credit Unions Lead

Customer advocacy — the extent to which a firm's customers believe it does what's best for them rather than its own bottom line — is a key predictor of customer retention and growth....

• Downloads: 304

For eBusiness & Channel Strategy Professionals

Report:US Millionaires Use Multiple Channels To Interact With Their Financial Advisors

Satisfaction Rises With Range Of Channels Used — Not Just Contact Frequency

Four in five US millionaires have financial advisors, and they use a variety of channels to communicate with them: three or more, on average, in the past year. Phone and in-person are the most widely...

• Downloads: 530

For eBusiness & Channel Strategy Professionals

Report:Customer Advocacy 2009: How Customers Rate US Banks, Investment Firms, And Insurers

US consumers rate their financial services firms lower than ever in our most recent customer advocacy survey. Investment firms as a group rank lowest as former high-fliers Edward Jones and Vanguard...

• Downloads: 796
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For eBusiness & Channel Strategy Professionals

Report:How US Consumers Research Retirement

Many Sources Are Used, But Financial Advisors Are Considered Most Helpful

Less than half of US online adults have done retirement research. Consumers who are worried about having enough money to retire are less likely to have done research; investors and older consumers...

• Downloads: 457

For eBusiness & Channel Strategy Professionals

Report:How US Online Investors Rate Their Firms On Retirement Planning

Edward Jones, Independent Advisors, And Vanguard Rank Highest

More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward...

• Downloads: 488

For eBusiness & Channel Strategy Professionals

Report:What Morgan Stanley Smith Barney Must Do Now

The Combined Firm Needs Better Electronic Channels For Advisors And Clients And Needs To Abandon The "House Brand" Financial Supermarket Model

To succeed with today's investors, Morgan Stanley Smith Barney will need more than an advisor army; it must do a better job for clients. Today's clients — and their advisors — need better...

• Downloads: 376