About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer service strategies. Her research focuses on helping organizations establish and validate customer service strategies, prioritize and focus customer service projects, facilitate customer service vendor selection, and plan for project success.
Kate has extensive industry experience, with more than 10 years of leadership at 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.
Kate earned a Bachelor of Science from the University of Toronto and a Master of Science from the University of Pennsylvania.
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...
Strategic Plan: The Mobile Insurance Strategy Playbook
Mobile strategies fail when firms approach them as purely technology solutions without clear business objectives and stakeholder support. Having a documented strategic plan that all stakeholders...

Executive Overview: The Agile Commerce Playbook
Consumer behavior is changing. Customers are becoming increasingly connected and adopting growing numbers of touchpoints as they discover, explore, buy, and engage with brands and products. And...
Greater Customer Value And Shifting Economics Will Shape The Future Of Payments In The US
As we charge forward into 2013, the consumer payments industry will experience heightened competition and new challenges to the status quo. There are many forces reshaping the world of payments. This...

Multichannel Strategy Is More Of A Pipe Dream Than Reality
The rapid development of customer touchpoints and rising customer expectations turn up the pressure on eBusiness professionals at retail banks to continue investing in digital channels. Yet few...

Processes: The Mobile Banking Strategy Playbook
The critical question for many digital banking teams after they build mobile banking is how to encourage customer adoption and use. Forrester spoke to eBusiness executives at banks about the current...
Responsive Web Design And Agile Development Prove A Winning Formula
With mobile and tablet usage now mainstream, Forrester believes that eBusiness teams must find time-to-market and cost efficiencies in their digital development processes. In previous research we...
US Mobile Payments Will Reach $90 Billion By 2017
Innovation and competitive disruption in mobile payments continued at an accelerated pace throughout 2012, but consumer adoption lagged behind the industry hype. Over the next five years, US...
The rapid growth and ubiquity of smartphones naturally means that a significant portion of Internet activity, including shopping, will migrate to this mobile device. While mobile browsing on retail...

Tools And Technologies: The Mobile Banking Strategy Playbook
Even the best mobile strategy can be a victim of poor execution. Managing technology is hard enough, but as new phone features and capabilities crop up seemingly every day, navigating the ever...

Landscape: The Mobile Insurance Strategy Playbook
Insurance companies are rolling out a widening range of mobile insurance functionality for both consumers and agents. While there's substantial consumer interest in mobile insurance, actual use is...

Landscape: The eCommerce Globalization Playbook
Gone are the days when most brands offered just one or two international sites: Today, a global eCommerce footprint is the end goal. To reach that goal, companies are taking a strategic look at the...

China is set to be the world's largest eCommerce market by 2015. Growth in this market shows no signs of slowing down, but many of the forces driving sales differ from other eCommerce markets. This...
A Forrester Technographics Digital Consumer Community Report
In recent years, we have seen a continued increase in online shopping around the holidays. Forrester's US Online Holiday Retail Forecast, 2012 again showed an increase in consumer spending; online...
Consumers Use Mobile Phones Primarily For In-Store Product Research
Sales remain small on mobile devices, and online retailers are taking a cautious approach to investment in mobile services — for now. In this report, we discuss the size of the US mobile retail...
Strategic Plan: The Mobile Banking Strategy Playbook
Mobile strategies fail when firms approach them as purely technology solutions or marketing initiatives without clear business objectives and stakeholder support. Having a documented strategic plan...

ForecastView Spreadsheet
Online retail spending by 30 retail categories such as PCs, apparel, housewares, consumer electronics, and baby products. Includes metrics, by category, such as online buyers, average spending per...
A Benchmarking Guide For eBusiness Professionals
Mobile technology for both hardware and software is experiencing a frenetic pace of change. The definition of table stakes or "being in the game" is constantly moving. eBusiness professionals have...
ForecastView Spreadsheet
Online retail spending by 22 retail categories for each of the 17 Western European countries. Includes online retail sales as a percent of total retail sales. Also includes online buyers, online...
How Mobile Influences Sales In The World's Largest Mobile Phone Market
China, the world's largest mobile phone market, boasts more subscribers than the US by a wide margin, with more than 1 billion mobile subscribers, 202 million of which are 3G subscribers. eBusiness...

Best Practices From The Secure Websites Of Leading US Investment Firms
Forrester's research shows that web access on a personal computer remains, overwhelmingly, the touchpoint of choice for US investors who want to see their accounts or make a trade. In fact, getting...
In this report we explore five trends that will affect the next generation of digital banking. Rising digital customer expectations, advances in technology, and continued digital disruption threats...

In The Long Term, Cross-Channel Measurement Is An Enterprisewide Concern, But In The Near Term, eBusiness Must Act Now
eBusiness and channel strategy professionals have a lot on their plates these days: Consumers are moving across channels for sales and service, spanning digital touchpoints like Twitter and public...
Our Annual Benchmark Of eBusiness Team Sizes And Job Functions
In our annual organizational and staffing survey of eBusiness and channel strategy professionals, we find yet again that although eBusiness team sizes are growing, eBusiness professionals feel that...

Business Case: The B2B eCommerce Playbook
Business-to-business (B2B) companies know they can generate revenue and save money by migrating their offline customers online. The question is, how much and under what circumstances? Forrester...
