Kate Leggett

VP, Principal Analyst serving Application Development & Delivery PROFESSIONALS

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer relationship management (CRM) and customer service strategies, maturity, benchmarking, governance, and ROI. She is an accomplished public speaker and frequently presents at industry events such as CRM Evolution. She has been published in The Wall Street Journal, Forbes magazine, and industry publications such as CRM Magazine, KM World, and Destination CRM.

Previous Work Experience

Kate has extensive industry experience, with more than 10 years of leadership at CRM and customer service software companies, where she held senior product marketing and product management roles. She is also a published author on customer service trends and best practices.

Education

Kate earned a Bachelor of Science from the University of Toronto and a Master of Science from the University of Pennsylvania.

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116 results in Reports

  • Past 6 months
  • eBusiness & Channel Strategy
  • For eBusiness & Channel Strategy Professionals

    Report:Enhance Your Digital Capabilities With The Digital Maturity Model

    Assessment: Digital Business Transformation Playbook

    Digital disruptors are tearing up the rule books, and no industry is immune. In response, firms must take a different approach to digital strategy, embedding digital capabilities into the heart of...

    • Downloads: 353
  • For eBusiness & Channel Strategy Professionals

    Report:Assemble The Right Digital Money Management Team

    Organization: The Digital Money Management Playbook

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

    • Downloads: 133
  • For eBusiness & Channel Strategy Professionals

    Report:Embed Innovation To Drive Continuous Improvement In Mobile Insurance

    Continuous Improvement: The Mobile Insurance Strategy Playbook

    Successful digital insurance executives recognize that their jobs aren't done just because apps and sites are live and the metrics are proving that the launch was a triumph. With expectations set by...

    • Downloads: 223
  • For eBusiness & Channel Strategy Professionals

    Report:Understand The Digital Business Landscape

    Landscape: The Digital Business Transformation Playbook

    To survive and thrive in the age of the customer, businesses must become digital. As an eBusiness professional, you face the growing reality that your customers, your touchpoints, your competitors,...

    • Downloads: 533
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: ING Vysya Boosts Customer Engagement With Its Banking App

    Use The IDEA Framework To Enhance Customer Engagement

    ING Vysya Bank, a midsize Indian private-sector bank, wanted to give its customers an always available, self-service direct banking channel to fulfill its business objective of increasing customer...

    • Downloads: 81
  • For eBusiness & Channel Strategy Professionals

    Report:Optimize Performance For Global eCommerce

    Performance Management: The eCommerce Globalization Playbook

    Global is all the rage: eBusiness teams are feverishly building new international initiatives in the search for lucrative foreign customers and their wallets. Unfortunately, the Internet was not...

    • Downloads: 721
  • For eBusiness & Channel Strategy Professionals

    Report:2014 Global Mobile Banking Functionality Benchmark

    Benchmarks: The Mobile Banking Strategy Playbook

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of 32 large retail banks in Western Europe, North America, and Australia. In general, the firms...

    • Downloads: 169
  • For eBusiness & Channel Strategy Professionals

    Report:Younger US Shoppers Use The Mobile Channel Differently Than Older Shoppers

    ForecastView Document

    Forrester recently released its mobile phone and tablet commerce forecast for the US, which illustrates the transition from the PC to smartphone and tablet online retail market. While the overall...

    • Downloads: 14
  • For eBusiness & Channel Strategy Professionals

    Report:Build An Agile Organization

    eBusiness leaders face an increasing number of organizational challenges. Delivering compelling cross-touchpoint customer experiences demands cross-functional collaboration and fundamentally new ways...

    • Downloads: 950
  • For eBusiness & Channel Strategy Professionals

    Report:2014 European Online Banking Functionality Benchmark

    mBank Offers The Most Extensive Secure Site Functionality

    Digital teams at banks should continuously evaluate their secure websites to look for improvements to online banking content and functionality. These teams want to know how their online banking...

    • Downloads: 140
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Commerce Is Poised To Take Off In India

    The Growth Of Online Shopping On Feature Phones, Smartphones, And Tablets Will Catalyze The Growth Of Mobile Commerce In India

    The number of smartphone and tablet owners in India will double by 2017 as mobile devices increasingly become extensions of consumers' lifestyles. A host of macro factors, such as the emergence of a...

    • Downloads: 51
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2014: European Digital Insurance

    Digital Executives Must Lead The Transformation To Digital Business

    Digital disruption has arrived in insurance. Years of slow growth, low consumer trust, and heavy regulation have weakened incumbents. In the meantime, customer expectations have been rising, fuelling...

    • Downloads: 298
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Financial Advice

    The Budding Revolution In Free Or Low-Cost Financial Guidance

    Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement. Startups...

    • Downloads: 320
  • For eBusiness & Channel Strategy Professionals

    Report:The New And Emerging World Of B2B Commerce

    Vision: The B2B eCommerce Playbook

    Until recently, most business-to-business (B2B) companies relied on thick print catalogs, armies of sales reps, and well-staffed call centers to drive and support customer purchases. But B2B...

    • Downloads: 451
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2014: Staffing And Hiring For eBusiness

    Our Annual Benchmark Of eBusiness Team Sizes And Job Functions

    In our annual organizational and staffing survey of eBusiness and channel strategy professionals, we found that while eBusiness budgets and team sizes are growing, finding the skills and capabilities...

    • Downloads: 202
  • For eBusiness & Channel Strategy Professionals

    Report:The Forrester Wave™: Product Information Management (PIM), Q2 2014

    Hybris (An SAP Company), IBM, Informatica, Riversand, And Stibo Systems Lead The Pack, With A Robust Set Of Midmarket Players Close Behind

    In Forrester's 19-criteria evaluation of product information management (PIM) vendors, we identified the 10 most significant providers in the category — ADAM Software, Agility Multichannel,...

    • Downloads: 277
  • For eBusiness & Channel Strategy Professionals

    Report:2014 UK Mobile Banking Functionality Benchmark

    Barclays Tops Our Review Of UK Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the seven largest retail banks and building societies in the UK on more than 35...

    • Downloads: 123
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Fire Phone Fails; Amazon Doesn't

    Insights, Not Sales, Will Define Amazon's Success

    On June 18, 2014, Amazon announced the launch of a smartphone, named the Fire Phone, with unique hardware and services designed to enhance its core businesses: retail and a digital platform....

    • Downloads: 124
  • For eBusiness & Channel Strategy Professionals

    Report:Benchmarking B2B eCommerce Technology Investment And Initiatives

    Forrester partnered with Internet Retailer magazine to survey B2B eCommerce professionals and produce first-of-its-kind sell-side B2B eCommerce benchmarks. The survey developed detailed insights...

    • Downloads: 257
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2014: North American Digital Banking

    Digital Disruption Will Push Banks To Innovate In Money Management, Sales, And Cross-Channel Interactions

    Five major forces will affect North American digital banking this year: a heavy regulatory burden; unrelenting changes in technology; consumers' rising digital expectations; digital disruption in...

    • Downloads: 595
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Retailing Online: Key Metrics And Initiatives 2014

    This State Of Retailing Online report comprises the results from the annual survey that Forrester Research conducts in partnership with Shop.org. In this survey, online executives at retail companies...

    • Downloads: 771
  • For eBusiness & Channel Strategy Professionals

    Report:The ROI Of Digital Business Transformation

    Business Case: The Digital Business Transformation Playbook

    Kick-starting a digital business transformation can be a daunting prospect for an eBusiness professional. Firms are investing tens and even hundreds of millions of dollars in the wholesale...

    • Downloads: 851
  • For eBusiness & Channel Strategy Professionals

    Report:Forrester Research Mobile And Tablet Commerce Forecast, 2013 To 2018 (US)

    ForecastView Spreadsheet

    2013 was a clear turning point for mobile commerce (mCommerce) in the US. Retailers are currently undergoing a business model transition similar to the one that occurred almost a decade ago with the...

    • Downloads: 8
  • For eBusiness & Channel Strategy Professionals

    Report:Why Shoppers Buy At General Merchants

    North American Consumer Technographics®: Uncovering The Drivers Of Repeat Online And Offline Purchase

    Consumers today have a myriad of choices when deciding where to shop. The age of the customer is in full swing, and to best serve existing and potential customers, companies need to be...

    • Downloads: 30
  • For eBusiness & Channel Strategy Professionals

    Report:10 Pitfalls To Avoid During eCommerce Replatforming

    As eCommerce evolves in size, global scope, and complexity, eBusiness professionals are replacing their current eCommerce technologies to keep up with business growth, competitive threats, and...

    • Downloads: 291