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

Peter serves eBusiness & Channel Strategy Professionals. He specializes in serving financial services customers through online, mobile, and other remote channels. He has helped banks, brokerages, insurers, and other financial providers improve their online and mobile services, and plan their online and mobile strategies. Peter works with firms to better understand market opportunities and meet client needs. His recent reports include "Mobile Channel Strategy: An Overview." During his four years at Forrester, Peter has worked on projects that sized the market for mobile financial services, improved firms' online banking functionality, segmented existing customers and prospects, and quantified the value of digital services. In addition, Peter co-developed Forrester's mobile banking and mobile investing ROI models.
Prior to becoming an analyst, Peter was a researcher at Forrester. In that role, he developed Forrester's mobile financial services ROI model and was a key contributor to updating, maintaining, and applying the Forrester Website User Experience and Functionality Benchmark (WSB) methodology.
Peter holds dual M.S. degrees in advertising and applied communications research from Boston University, as well as a B.A. from Trinity College in Hartford, Connecticut.
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...

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...
Benchmarks: The Mobile Banking Strategy Playbook
We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking offerings of 15 retail banks in in North America, Western Europe, and Australia across more than...

Forrester Evaluates The Four Largest Banks' Retail Mobile Offerings
Nail The Basics To Quickly Expose The Value Of The Channel
In the US, adoption of mobile financial services is rising: 11% of US online adults are now mobile bankers and 7% of those with investment accounts are mobile investors, although just 3% of online...
ABMs And The Web Are Now The Two Most Commonly Used Channels
Just as it has in other countries, the rise of online banking has changed the way Canadians conduct banking activities. Automated banking machines (ABMs) are the most widely used banking channel on a...
Marked Improvements Across All Firms, With Wells Fargo Leading
Forrester conducted our annual evaluation of the secure online banking websites of the six largest US banks — Bank of America, Chase, Citibank, PNC Bank, U.S. Bank, and Wells Fargo —...
One-Third Of Small Business Owners Research Financial Services Products Online
Three in four small business owners have used the Internet for at least one banking activity in the past year. But which channels do owners use to shop for the financial products they use for their...
Vision: The Mobile Banking Strategy Playbook
This report gives eBusiness and channel strategy professionals at banks a vision for what the future of mobile banking will be and why it is critical to develop a clear mobile strategy focused on...

Whether you’ve been naughty or nice this year, you probably have a wishlist for your business. We thought it would be fun and interesting to find out what some of your wishes are, so the...
eBusiness Teams At Canada's Top Banks Make Major Improvements
Forrester conducted our annual evaluation of the secure online banking websites of the six largest Canadian banks — Bank of Montreal, CIBC, National Bank of Canada, Royal Bank of Canada (RBC),...
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...
RBC And CIBC Lead With Critical Functionality
Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...
Usage Is Rising Driven By First-Time Users And Younger Generations
In 2009, 21% of financial product online applicants — more than 50 million Americans — used a third-party online comparison Web site, and 36% of these applicants did so for the first...
Consumer Interest Is Rising Slightly, But Mainstream Adoption Is Still Far Off
In the US, adoption of mobile payments has been virtually nonexistent, although interest is starting to notch upward. Today, 18% of US online adults express interest in mobile payments, and yet less...
Landscape: The Mobile Banking Strategy Playbook
Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks in North America, Europe, and...

Executive Overview: The Mobile Banking Strategy Playbook
Mobile banking is the most important strategic change in retail banking in more than a decade. Yet too many banks have taken a haphazard approach to mobile strategy, rolling out apps and features...
It’s the latest craze sweeping the nation… No, I’m not talking about Fruit Ninja, I’m talking about gamification. There's a reason "gamification" is the buzzword on the...
CIBC Hits Client Adoption Target More Than One Year Ahead Of Estimates
Two years ago, CIBC — one of the five largest Canadian banks — saw momentum building behind mobile banking, momentum that would likely increase with the launch of the iPhone in Canada. As...
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...
This is one of two reports that detail the findings from Forrester's annual ranking of the digital sales offerings of the 12 largest banks in North America. The report covers six major US banks and...

Mobile has gotten a lot of attention at banks recently. In fact, other teams in a firm’s organization are starting to feel like Jan Brady, the voices in their heads chanting “Mobile...
Hotcakes, you've got some competition: the phrase "selling like tablets" might soon enter the global lexicon. And it's not all hype — though there is a fair bit of that as well....
Mobile banking success is a moving target: Customers needs and expectations are changing rapidly, and eBusiness teams at banks are sprinting to get ahead of their customers’...
By-The-Numbers Business Case Is Lukewarm Today, But Advanced Functionality And Elusive Benefits Suggest Greater Returns Lie Ahead
Consumer adoption of mobile banking has accelerated over the past few years. In the US, the proportion of online adults who are mobile bankers has quadrupled from 4% in 2006 to 16% at the end of...

Websites are the most widely used touchpoint for credit cardholders interacting with their providers. The quality of a credit card company's secure website impacts the relationship that firm has...