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Financial Services research analyzes the impact of technology on how retail financial services are manufactured, sold, and serviced. This research helps banking, insurance, investment, and credit executives understand emerging trends in technology and how consumer attitudes will affect their adoption of new products and services. Our banking research has a special emphasis on electronic payments; our wealth management research is particularly strong on the electronic delivery of advice.
Displaying results 1-25 of 1944 results
For eBusiness & Channel Strategy Professionals
by Alexander Hesse, November 20, 2009
The Internet's role as a distribution channel for financial products is growing fast in the Netherlands. Nearly half of Dutch Net users researched at least one financial product online in the past year, compared with 40% in 2007, and one in five bought . . .
For eBusiness & Channel Strategy Professionals
by Brad Strothkamp, November 20, 2009
In 2008, the majority of US online adults who researched a financial product did so online, and the majority of those online researchers applied in a channel other than the Web. These cross-channel shoppers illustrate the importance of online-influenced . . .
For Interactive Marketing Professionals
by Nate Elliott, November 19, 2009
Successfully engaging with consumers on Twitter requires both the right overarching strategy and a series of small best practices. Interactive marketers must ensure that consumers can find their brands' accounts, confirm that they are legitimate, and . . .
For Security & Risk Professionals
by Bill Nagel, November 16, 2009
Matt Jennings at Baker Tilly Virchow Krause needed to overhaul the accounting and advisory firm's security processes and technologies to ensure ongoing regulatory compliance and customer confidence. Replacing the company's use of a single password as . . .
For Application Development & Program Management Professionals
by Mary Gerush, November 13, 2009
These data charts highlight more data from the Forrester Research/IIBA Q2 2009 Global Business Analyst Online Survey, first reviewed in the July 23, 2009, "Your 2009 Business Analysts: Know Them To Grow Them" report.
For Interactive Marketing Professionals
by Shar VanBoskirk, November 11, 2009
Although interactive marketing is poised to grow at a 16% compound annual growth rate (CAGR) overall, not all industries will match this pace. Retail and financial services will own the largest share of all interactive marketing, while brand advertisers . . .
For B2B Market Research Professionals
by Pascal Matzke, John C. McCarthy, November 6, 2009
As the global economic downturn continues to put pressure on IT budgets, companies are taking a variety of measures to get more value for the money spent on IT services. But unlike the last recession in 2001 to 2002, when outsourcing and offshoring benefitted . . .
For Consumer Market Research Professionals
by Jacqueline Anderson, November 5, 2009
This highlight deck summarizes the key findings related to incidence, interest and barriers to mobile investing. This is the first survey highlight in a series from the North American Technographics Investments And Insurance Online Survey, Q3 2009 (US).
For eBusiness & Channel Strategy Professionals
by Emmett Higdon, November 3, 2009
Through an extensive billing and payment study of its residential customers, telecommunications provider Qwest Communications found that those customers who received their bills online and paid electronically had up to 25% less attrition and were up to . . .
For Vendor Strategy Professionals
by Thomas Mendel, Ph.D., Alexander Peters, Ph.D., October 29, 2009
As smart executives delve into the core of Lean Thinking, the role of technology in Lean-based performance improvements becomes abundantly clear. Senior executives expect their chief information officers (CIOs) to drive improvements in the effectiveness . . .
For eBusiness & Channel Strategy Professionals
by Alexander Hesse, October 28, 2009
The number of consumers visiting branches each month is falling slowly but steadily across Europe. Branch users tend to be lower-value customers who use branches mainly for day-to-day transactions like depositing and withdrawing money. Although online . . .
For Consumer Market Research Professionals
by Jacqueline Anderson, October 28, 2009
This highlight deck summarizes the key findings related to consumers' investment behaviors. This is the third survey highlight in a series from the North American Technographics Investments And Insurance Online Survey, Q3 2009 (US).
For B2B Market Research Professionals
by Brad Bortner, October 27, 2009
Business-to-business (B2B) customer satisfaction research is not some sort of rare, exotic research. The same benefits of highly satisfied consumer customers will come to those who execute on actionable B2B customer satisfaction research, including enhanced . . .
For Customer Intelligence Professionals
by Alexander Hesse, October 27, 2009
Dutch bank ING's marketing campaigns were losing effectiveness because many of them weren't relevant to the bank's customers. The bank's organizational structure, processes, applications, and heavy reliance on direct mail were not meeting the needs of . . .
For Security & Risk Professionals
by John Kindervag, October 26, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Customer Experience Professionals
by Ron Rogowski, October 26, 2009
As consumers increasingly look to connect with companies online, lackluster Web experiences will damage many brands. But better functional design won't solve the problem. Instead, Forrester recommends that companies master the three principles of a new . . .
For Business Process & Applications Professionals
by Rob Karel, October 23, 2009
Forrester continues to witness growing enthusiasm for master data management (MDM) initiatives across all industries, and in many cases those visions are slowly becoming reality. Yet while many large organizations work to either improve an existing MDM . . .
For Consumer Product Strategy Professionals
by Edward Kountz, October 23, 2009
While recent years have seen increased issuance and merchant acceptance of contactless payments in the US, consumer usage remains low. Some institutions are exploring instant issuance and contactless payment stickers as steps to alter this dynamic, but . . .
For Infrastructure & Operations Professionals
by Rachel A. Dines, Galen Schreck, October 23, 2009
According to a recent Forrester survey, the physical to virtual consolidation ratio of server virtualization users varies significantly by company and industry. If your organization has implemented server virtualization but not realized the expected cost . . .
For eBusiness & Channel Strategy Professionals
by Chad Mitchell, October 22, 2009
Smartphone adoption among US insurance customers is growing, and customers are beginning to engage with insurers via the mobile Web for policy administration, claims, and bill pay. eBusiness and emerging channel strategy executives at US insurers like . . .
For Consumer Market Research Professionals
by Olesia Klevchuk, October 21, 2009
This highlight deck summarizes the key findings related to online payments from Forrester’s European Technographics Retail, Customer Experience, and Travel Online Survey, Q3 2009.
For Consumer Market Research Professionals
by Jacqueline Anderson, October 19, 2009
This highlight deck summarizes the key findings from Forrester’s North American Technographics® Investments And Insurance Online Survey, Q3 2009 (US).This deck covers channel preferences for researching and buying insurance, policy payments, and customer . . .
For eBusiness & Channel Strategy Professionals
by Emmett Higdon, October 19, 2009
Forrester predicts that online bill pay adoption will grow slowly but steadily over the next five years. That will raise the total number of US online bill payment households from 48 million to 66 million by 2014. Much of this growth depends on new Gen . . .
For Sourcing & Vendor Management Professionals
by Euan Davis, October 15, 2009
These data charts from Forrester's Enterprise IT Services Survey highlight market trends for selective sourcing. The data reveals that more firms are moving from selective sourcing to systematic multisourcing approaches and offers an industry insight . . .
For eBusiness & Channel Strategy Professionals
by Benjamin Ensor, October 9, 2009
The steady growth of online banking in the UK over the past decade is changing the way people use other banking channels. Half of UK adults still visit a branch each month, although the number of regular branch users has fallen. Banks' efforts to persuade . . .
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