Forrester Research

	Alyson Clarke Principal Analyst

Research Coverage

Financial Services Customer Relationship Management, Online Financial Products & Services, Financial Services Customer Experience, Financial Advisors, Financial Services, Wealth Management, Investor Adoption & Behavior, Fund Management, Customer Advocacy, Financial Planning & Advice Technology, Online Banking, Financial Services Web Site Rankings, Brokerages, Insurance, Financial Services Marketing, Investments, Insurance Distribution

Research Focus

Alyson serves eBusiness & Channel Strategy professionals. She specializes in wealth management platforms such as wraps, financial product distribution, online banking and investing, and technologies that support the delivery of products and services such as financial advice.

Previous Work Experience

Alyson has more than 10 years of experience in the retail financial services industry in areas such as product development, superannuation, sales strategy, and financial planning.

She has held senior positions with ING Australia and BT Financial Group, where she was a highly sought-after presenter and industry commentator on superannuation and personal finance issues. She has also co-authored a leading superannuation book for financial planners and has worked with companies such as Westpac Financial Planning and industry superannuation fund Sunsuper.

Her industry experience includes extensive lobbying of government regulators on behalf of the financial services industry. She has played a key role in the development of many aspects of Australia's leading superannuation and retirement incomes policy and regulation, including Australia's Choice of Superannuation Fund legislation.

Education

Alyson earned a bachelor of economics degree from the Australian National University and a graduate diploma in financial planning from the Securities Institute of Australia.