For Consumer Market Research Professionals

Technographics® Survey Highlights: US Online Consumers' Investment Behaviors  (549 KB PPT)

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 Consumer Market Research Professionals

Technographics® Survey Highlights: North American Technographics Affluent Online Survey, Q2 2009 (US)  (588 KB PPT)

by Corina Matiesanu, July 10, 2009

This highlight deck summarizes the key findings from Forrester’s North American Technographics Affluent Online Survey, Q2 2009 (US). This survey covered questions given to US adults with investable assets of $1 million or greater.

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 Consumer Market Research Professionals

Technographics® Insight: How Do US Consumers View The Role Of Government Regulation With Their Investment Firm?  (582 KB PPT)

by Gina Zavradinos, Andrew Peach, June 15, 2009

This Technographics Insight takes a look at how US online consumers view the role of government regulation in the relationship with their investment firm.

For eBusiness & Channel Strategy Professionals

US Millionaires Use Multiple Channels To Interact With Their Financial Advisors

Satisfaction Rises With Range Of Channels Used — Not Just Contact Frequency

by Bill Doyle, Peter Wannemacher, June 12, 2009

Four in five US millionaires have financial advisors, and they use a variety of channels to communicate with them: three or more, on average, in the past year. Phone and in-person are the most widely used channels. But more than half of all advised affluent . . .

For eBusiness & Channel Strategy Professionals

How US Consumers Research Retirement

Many Sources Are Used, But Financial Advisors Are Considered Most Helpful

by Bill Doyle, Peter Wannemacher, April 28, 2009

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 are more likely to have done retirement planning. Books, . . .

For eBusiness & Channel Strategy Professionals

How US Online Investors Rate Their Firms On Retirement Planning

Edward Jones, Independent Advisors, And Vanguard Rank Highest

by Bill Doyle, Peter Wannemacher, April 3, 2009

More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward Jones, independent financial advisors, and Vanguard lead . . .

For eBusiness & Channel Strategy Professionals

Trends 2009: North American Retail Banking eBusiness And Channel Strategy

Ten Areas Of Focus For The Next 12 Months

by Brad Strothkamp, February 19, 2009

2008 was tumultuous for financial services. Banks and lenders closed their doors, merged, saw their stock prices plummet, and slowed lending to all but the best consumers. So what should eBusiness executives expect for 2009? Forrester believes that eBusiness . . .

For Consumer Market Research Professionals

Technographics® Survey Highlight: North American Technographics® Financial Services Online Survey, Q3 2008  (416 KB PPT)

by Jacqueline Anderson, January 5, 2009

This highlight deck summarizes the key findings from Forrester¿s North American Technographics Financial Services Online Survey, Q3 2008.

For eBusiness & Channel Strategy Professionals

How German Savings And Investment Buyers Use Different Channels

by Vanessa Niemeyer, Ph.D., November 18, 2008

The economic climate in Germany has encouraged consumers to save more and shift toward more conservative savings and investment products. Germans show distinct channel behavior when researching and buying different savings and investment products. While . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Technographics Financial Services Online Survey, Q2 2008  (354 KB PPT)

by Jacqueline Anderson, September 29, 2008

This highlight deck reviews the key findings from the Q2 2008 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

For Consumer Market Research Professionals

Technographics® Insight: Global Financial Attitudes Among Online Consumers  (280 KB PPT)

by Reineke Reitsma, August 18, 2008

This Technographics Insight takes a look at the financial attitudes among online consumers globally. It compares online consumers¿ willingness to shop around for financial products, trust in financial advisors and keeping track of their finances.

For Customer Experience Professionals

Web Site Copy That Builds Brands

by Ron Rogowski, July 1, 2008

Few companies achieve the proper balance of clarity and color when it comes to the language used in their online content. But some firms have done an exceptional job at describing their products and services clearly in a tone that reflects their brands. . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Technographics Financial Services Affluent Online Survey, Q2 2008  (324 KB PPT)

by Jacqueline Anderson, June 12, 2008

This highlight deck reviews the key findings from the North American Affluent Online Survey, Q2 2008. This survey covered questions given to US adults with investable assets of $1 million or greater.

For Consumer Market Research Professionals

North American Technographics Financial Services Online Survey, Q2 2008

North American Consumer Technographics Technographics Survey, May 29, 2008

For Consumer Market Research Professionals

North American Technographics Financial Services Affluent Online Survey, Q2 2008

North American Consumer Technographics Technographics Survey, April 30, 2008

For eBusiness & Channel Strategy Professionals

Investors Don't Understand The Importance Of Online Advice Tools

eBusiness Executives Need To Promote Their Benefits

by Alyson Clarke, April 15, 2008

With many financial services firms looking to build online advice tools, it's important to understand consumer appetite for them. To help eBusiness professionals, we asked online investors in seven European countries which online investment tools or features . . .

For eBusiness & Channel Strategy Professionals

How To Build An Effective Online Advice Tool

Eight Critical Features Executives Need To Drive Success

by Alyson Clarke, March 17, 2008

Financial services Web sites need online advice tools to give customers the financial advice they desperately need. If executed properly, advice tools can help firms build trust, reduce costs, improve the overall customer experience, and make advice more . . .

For eBusiness & Channel Strategy Professionals

Why Financial Company Web Sites Need Online Advice Tools

by Alyson Clarke, February 7, 2008

Complicated financial products confuse most consumers, yet only 29% of Europeans say they rely on financial advice from professionals. Outdated methods for delivering advice are largely to blame, failing to cost-effectively deliver the right advice at . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Financial Services Online Survey, Q3 2007  (348 KB PPT)

by Jacqueline Anderson, December 5, 2007

This highlight deck reviews the key findings from the Q3 2007 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

For Consumer Market Research Professionals

Technographics Survey Highlights: North America Affluent Online Survey, Q2 2007  (276 KB PPT)

by Jacqueline Anderson, November 21, 2007

This highlight deck reviews the key findings from the North America Affluent Online Survey, Q2 2007. This survey covered questions given to US adults with investable assets of $1 million or greater.

For Consumer Market Research Professionals

Technographics Insight: Use Of Financial Advisors By Online Affluent Consumers  (198 KB PPT)

by Jacqueline Anderson, November 20, 2007

Behaviors and attitudes of online affluent individuals towards the use of financial advisors.

For Consumer Market Research Professionals

North American Technographics® Finance, Retail, And Travel Benchmark Survey, Q3 2007

North American Consumer Technographics Technographics Survey, September 30, 2007

SunGard Ranks Among The Leaders In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

SunGard's global experience in working with large financial services institutions plays out in its financial planning software. The firm's PlanningStation software is a good all-round solution, best suited to large institutions with a broad range of advisors . . .

EISI's Profiles Is A Strong Performer In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

Profiles almost qualifies for the Leader category, making significant headway under EISI's reign since our evaluation in 2005. The product has a solid offering of analysis tools and functionality that will appeal to firms that are serving clients who . . .