For Business Process & Applications Professionals

Turning Pricing Optimization Into Relationship-Based Pricing

Financial Services Firms Need To Look Across The Enterprise

by Mary Pilecki, April 3, 2007

Consumers are beginning to look at their financial services institutions (FSIs) for a better deal — one based on the value and longevity of their relationship. Some FSIs are engaged in price optimization, but no one has successfully evolved that technology . . .

For Marketing Leadership Professionals

Financial Services Institutions Should Tackle Price Optimization

by Mary Pilecki, February 15, 2007

Retail financial services institutions (FSIs) continue to struggle to increase share of wallet. But the majority of consumers don't believe that their FSIs are rewarding them appropriately for their current relationship — so why buy more? Financial institutions . . .

For eBusiness & Channel Strategy Professionals

Topic Overview: North American Retail Financial Services

by Bruce D. Temkin, February 2, 2007

Forrester's North American retail financial services research helps eBusiness, product management, marketing, and customer experience executives understand emerging trends in both consumer attitudes and technology. Our research spans banking, brokerage . . .