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.
Channel Switching Is Driven Largely By Security And Support Issues
Many US customers use multiple channels when buying financial services products, crossing channels during their path to purchase. Among online adults, 41% of financial product applicants research...
Account And Portfolio Data Remain Most Important
Mass-affluent investors represent one-third of all US households and control about the same proportion of retail investment assets. Four in five online mass-affluent investors have visited their...

Account Data Is Most Important, With Vanguard Rated Highest For Quality
More than three-quarters of all US online affluent investors use their investment firms' Web sites, up from two-thirds in 2005. What site features do they value most? Balances and holdings are by far...
As consumer adoption of social media rises and alters the relationship between companies and consumers, eBusiness professionals at banks must understand how their online customers use and interact...
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...
More than 9 million US adults have used a comparison Web site to research a financial product, and one-third of US online financial researchers say they trust product comparison sites. US online...
More than 20 million US households currently file their taxes online — double the number of online filers from five years ago. Today's online tax filers represent a broader cross-section of...