Forrester Research : Analyst : Tiffani Montez

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Tiffani Montez

Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

Blog: eBusiness & Channel Strategy Blog

Tiffani Montez serves eBusiness & Channel Strategy Professionals. She focuses on technologies that enable digital financial services. Tiffani helps eBusiness & Channel Strategy Professionals at banks with strategies and best practices for mobile banking, person-to-person payments, personal financial management, online account opening, and online banking.

Previous Work Experience

Prior to joining Forrester, Tiffani worked for Wells Fargo for 20 years, supporting areas including investments, lending, and banking. She has a deep background in lending products, operations, customer service, and sales. She has direct experience implementing online chat, lead and contact management, and cross-channel solutions.

Education

Tiffani has an undergraduate degree in business information systems and an executive MBA from Arizona State University.

Research Coverage:

Consumer Mobile Activities, Consumer Mobile Adoption, Cross Channel Strategies, Customer Advocacy, Customer Experience Management, Customer Relationship Management (CRM), In-Store Technologies, Mobile Channel for Consumers, Mobile Web, Multichannel Customer Experience, Phone Self-Service, Social CRM

Tiffani Montez's Research

For eBusiness & Channel Strategy Professionals
Report: The State Of North American Digital And Multichannel Banking 2013
Tiffani MontezApril 02, 2013
The rapid development of customer touchpoints and rising customer expectations turn up the pressure on eBusiness professionals at retail banks to continue investing in digital channels. Yet few ...
- Downloads: 422
- Rating:
For eBusiness & Channel Strategy Professionals
Report: Getting Mobile Banking Strategy Right
Tiffani MontezMarch 04, 2013
Mobile strategies fail when firms approach them as purely technology solutions or marketing initiatives without clear business objectives and stakeholder support. Having a documented strategic p...
- Downloads: 412
- Rating:
For CIOs
Report: CIOs: Master The Mobile Banking Imperative
Ted Schadler, Peter Wannemacher, Tiffani MontezFebruary 14, 2013
This report, written for eBusiness and channel strategy professionals, is also relevant to CIOs and other IT leaders. CIOs at every bank face major changes as consumers move their banking activi...
- Downloads: 62
For eBusiness & Channel Strategy Professionals
Report: Building Next-Generation Mobile Banking
Tiffani Montez, Peter WannemacherJanuary 02, 2013
Even the best mobile strategy can be a victim of poor execution. Managing technology is hard enough, but as new phone features and capabilities crop up seemingly every day, navigating the ever c...
- Downloads: 767
- Comments: 1
- Rating:
For eBusiness & Channel Strategy Professionals
Report: Multichannel Home Lending Status Boosts Results
Tiffani MontezNovember 13, 2012
As customers become more comfortable with research and applying for financial products through mobile devices, eBusiness professionals at banks will need to consider how mobile can support appli...
- Downloads: 205
- Rating:

View all of Tiffani Montez's Research

For eBusiness & Channel Strategy Professionals
Report: The State Of Mobile Banking 2012
Benjamin Ensor, Tiffani Montez, Peter WannemacherAugust 13, 2012
Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks in North America, Europe, a...
- Downloads: 1482
- Rating:
For eBusiness & Channel Strategy Professionals
Report: Market Overview: Mobile Banking Solutions 2012
Tiffani MontezJune 07, 2012
As mobile banking adoption has moved from downstream to mainstream, banks that are late bloomers are rushing to reach competitive parity, while trailblazers focus on exploiting the channel to de...
- Downloads: 1057
- Comments: 2
- Rating:
For eBusiness & Channel Strategy Professionals
Report: Building Next-Generation Mobile Banking
Tiffani Montez, Peter WannemacherJanuary 02, 2013
Even the best mobile strategy can be a victim of poor execution. Managing technology is hard enough, but as new phone features and capabilities crop up seemingly every day, navigating the ever c...
- Downloads: 767
- Comments: 1
- Rating:
For eBusiness & Channel Strategy Professionals
Report: The Mobile Banking Imperative
Peter Wannemacher, Tiffani MontezNovember 12, 2012
This report gives eBusiness and channel strategy professionals at banks a vision for what the future of mobile banking will be and why it is critical to develop a clear mobile strategy focused o...
- Downloads: 691
- Rating:
For eBusiness & Channel Strategy Professionals
Report: Getting Mobile Banking Strategy Right
Tiffani MontezMarch 04, 2013
Mobile strategies fail when firms approach them as purely technology solutions or marketing initiatives without clear business objectives and stakeholder support. Having a documented strategic p...
- Downloads: 412
- Rating: