For Technology Sales Enablement Professionals

North American Insurance IT Spending In 2009

Despite Gloom, Most North American Insurer Budgets Remain Stable

by Ellen Carney, September 22, 2009

The North American insurance industry is still plowing forward in an economy that fell completely off the rails during the third quarter of 2008. This year, insurers are tackling the impacts of a long global recession, hefty declines in rates and written . . .

For B2B Market Research Professionals

IT Services: Banking And Insurance Services Budget Data  (542 KB PPT)

by Ellen Carney, August 6, 2009

A data chart on IT services banking and insurance budget data.

For B2B Market Research Professionals

IT Services: Banking And Insurance Services Sourcing Data  (457 KB PPT)

by Ellen Carney, August 6, 2009

A data chart on IT services sourcing data in banking and insurance.

For B2B Market Research Professionals

IT Services: Banking And Insurance Service Provider Selection And Satisfaction Data  (546 KB PPT)

by Ellen Carney, August 6, 2009

Data chart on IT services banking and insurance service provider selection and satisfaction data.

For B2B Market Research Professionals

IT Services: Banking And Insurance Vendor Management Practices Data  (606 KB PPT)

by Ellen Carney, August 5, 2009

Data chart on IT services vendor management data for banking and insurance industries.

For Technology Sales Enablement Professionals

Pick The Right Sales Strategy To Sell To Insurers

ACORD/LOMA Tech Exhibitors Exemplify Three Go-To-Market Approaches

by Ellen Carney, Scott Santucci, July 15, 2009

When sales teams can tie their offerings to customers' business outcomes, deals move forward. Go-to-market planners target vertical industries like financial services to articulate that value connection within a group of like-minded buyers and boost sales. . . .

For B2B Market Research Professionals

Telecom And Networks North American Insurance And Banking Contact Center Data  (453 KB PPT)

by Ellen Carney, July 10, 2009

These data charts detail how the global recession has affected telecommunications spending and how contact center spending and support in banking and insurance are affected.

For Technology Sales Enablement Professionals

Target The Right Role In IT For Different Software Conversations  (426 KB PPT)

by Emily Van Metre, Ellen Carney, July 10, 2009

CIOs, executives in IT, and managers of IT are responsible for different types of initiatives and have different priorities. To have the most effective sales conversation, tailor your conversation to the priorities of the role you are speaking with.

For B2B Market Research Professionals

Telecom And Networks North American Insurance And Banking Budget Data  (456 KB PPT)

by Ellen Carney, July 10, 2009

These data charts detail how the global recession has affected telecommunications spending and how budget spending and support in banking and insurance are affected.

For B2B Market Research Professionals

Telecom And Networks North American Insurance Mobile Data  (434 KB PPT)

by Ellen Carney, July 10, 2009

These data charts detail how the global recession has affected telecommunications spending and how enterprise mobility spending and support in banking and insurance are affected.

For Technology Sales Enablement Professionals

Hot Insurance Tech Companies To Watch In 2009: Q2 Update

by Ellen Carney, June 29, 2009

The past year has tested the mettle of the insurance industry. Insurers like The Hartford Financial Services Group and Lincoln National Group converted to bank holding companies to take advantage of Troubled Asset Relief Program (TARP) funds. The downturn . . .

For Technology Sales Enablement Professionals

Hot Banking Tech Companies To Watch In 2009: Q2 Update

by Ellen Carney, June 17, 2009

The banking industry continues to suffer from the global recession and backlash from last fall's financial crisis. While it's tempting to believe that bank-related technology investment is dead, financial services firms are actively looking for specialized . . .

For Technology Sales Enablement Professionals

B2B Digital Marketing: A Deep Dive Into Insurance IT Decision-Makers

by Ellen Carney, Emily Van Metre, June 2, 2009

Insurance professionals seem unlikely candidates for social media use. They trust familiar information sources, value personal relationships, and are generally risk-averse. However, this group's interest in social media is not only on par with their peers . . .

For Technology Sales Enablement Professionals

Demand Insights: Predictive Analytics In The Financial Services Sector

How IBM Helps Banks And Insurers Get The Business They Really Want

by Ellen Carney, June 2, 2009

Banks and insurers do a great job acquiring customers, but they fall down when it comes to cross- and upselling other services. Few financial services institutions even know if the customers they have are actually the kind of business that they want. . . .

For Technology Sales Enablement Professionals

Hardware Tech Marketers Bank On The Small Financial Services Market

by Ellen Carney, May 6, 2009

Not too long ago, IT hardware vendors banked on the business they got from financial services industry giants like Morgan Stanley, The Royal Bank of Scotland, and AIG. When the Wall Street bubble burst, hardware tech vendors like Cisco Systems, Dell, . . .

For Technology Sales Enablement Professionals

Discovering Tech Opportunity In Islamic Finance

Big Segment Captures Banker And Tech Vendor Attention

by Ellen Carney, Jost Hoppermann, April 6, 2009

The move to Islamic banking will challenge conventional bank IT, which means strong opportunities for tech vendors with expertise and experience in rolling out Islamic finance systems. In the face of a deep and long-lasting recession, conventional banks . . .

For Enterprise Architecture Professionals

A First Look At Islamic Banking

Large And Growing Segment Captures The Attention Of Conventional Banks

by Jost Hoppermann, Ellen Carney, March 26, 2009

Islamic finance and in particular Islamic banking is a growing segment within multiple countries as well as on a global level. Conventional banks increasingly show interest in Islamic banking. Enterprise architects need to understand the key principles . . .

For Technology Sales Enablement Professionals

Inquiry Insights: Financial Services, Q4 2008

What Was On The Minds Of Bank And Insurer Roles In '08?

by Ellen Carney, March 10, 2009

To understand how the recession, particularly the collapse of Wall Street and the housing market, is affecting technology decision-makers in the financial services industries, Forrester sorted through more than 20,000 inquiries that it received during . . .

For Technology Product Management & Marketing Professionals

Hot Banking Tech Companies To Watch In 2009

Profiles Of Technology Companies That Address Banking's Changed World

by Ellen Carney, December 22, 2008

The banking industry is going through its most challenging period since the Great Depression. Bank capital structures are stressed because of write-downs and write-offs, formerly high-flying investment banks face the more regulated world of retail banking, . . .

For Technology Product Management & Marketing Professionals

Hot Insurance Tech Companies To Watch In 2009

Profiles Of Technology Companies That Are Reinventing Insurance IT

by Ellen Carney, December 12, 2008

Ready or not, the insurance industry is gearing up for some big changes. In 2008, insurers are being tested by a Wall Street collapse that tanked investment portfolios, driving business structural changes; a surge in US catastrophic loss claims; and growing . . .

For Technology Sales Enablement Professionals

Financial Services Security Has A People Problem

Technology Vendors Have To Prove How To Bridge The Gap To Different Roles

by Ellen Carney, December 8, 2008

There aren't too many industries that know more about their customers than banks and insurance companies. But that information also puts them at a big disadvantage when it comes to keeping customer and other data secure. This summer, Forrester asked North . . .

For Technology Sales Enablement Professionals

Marketing To The Government As Banker

The Federal Reserve's Big Bailout Needs Technology

by Ellen Carney, Alan E. Webber, November 13, 2008

With the US government taking a huge stake in the business of financial markets, what are the implications for technology marketers? This report looks at how the US Treasury Department will address the orderly disposal of distressed mortgage assets, including . . .

For Technology Sales Enablement Professionals

How Banks And Insurers Shop For Technology

Pick The Right Marketing Channels To Influence The Sale

by Ellen Carney, October 28, 2008

There are big differences between banking and insurance, even regarding what will persuade insurance or banking technology executives to buy. Earlier this year, Forrester invited a number of North American banking and insurance executives to tell us how . . .

For Technology Sales Enablement Professionals

North American Bank IT Spending In 2008

Tech Marketers Must Address Five Key Needs To Help Banks Get Back To Basics

by Ellen Carney, September 17, 2008

The outlook for the North American banking industry is gloomy, requiring banks to be more judicious with their funds. Even in this morose environment, banks are planning on increasing their spending on IT. Why? Because banks are highly reliant on technology . . .

For Technology Sales Enablement Professionals

North American Insurance IT Spending In 2008

by Ellen Carney, September 12, 2008

The insurance industry is contending with a tough market in 2008. Declining premium growth, a bear market, and larger Q1 incurred losses are making insurers more pessimistic this year than last, and that translates into more conservative IT investment . . .