Banking

Superior service and low or no fees are more important to customers than specific banking products themselves. To acquire and retain customers in a competitive field, banks must build trustworthiness and invest in support capabilities.

Latest Research

  • For eBusiness & Channel Strategy Professionals

    REPORT: Connect Banking Prospects With Human Help To Drive Sales

    Digital Feature Fix: Offer Prospects Both Self-Service And Human Help

    October 12, 2018 Alyson Clarke, August Du Pont

    A common pitfall on banks' sales sites and mobile apps is that it can be difficult or even impossible for prospects to get human assistance when researching and buying a product. Switching to a human touchpoint during the process usually means starting over rather than continuing the purchase journey they already started. This brief explains how digital banking teams can integrate human help into digital touchpoints to improve the digital purchase journey and drive sales, illustrating good practices from leading firms.

  • For B2C Marketing Professionals

    REPORT: The Metropolitan Chinese Consumer Tech Stack

    Our 2018 Chinese Benchmark Data Overview Shows The Four Forces Of Adoption

    October 11, 2018 James L. McQuivey, Reineke Reitsma

    Humans were born to embrace today's technologies. In 2018, Forrester has surveyed 110,460 online adults in 20 countries to see how people embrace technology, why they use it, and what that will mean for your business. Read this report to understand how and why metropolitan Chinese online adults adopt technology and how you can give these customers the technology-enabled, emotion-rich conversations they crave.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Build An Action Plan For Video In Financial Services

    Answer Nine Key Questions To Build An Effective Video Strategy

    October 10, 2018 Peter Wannemacher, Nick Barber, August Du Pont

    Most financial services providers offer little to no video content or tools on their apps or sites, even though their customers need those tools to help them learn and make decisions. Digital business leaders at financial providers should invest in the types of video that increase convenience for users and improve their business objectives. This report outlines the current state of video in financial services and recommends the three types of video that most help financial customers.

  • For B2C Marketing Professionals

    REPORT: The Australian Consumer Tech Stack

    Our 2018 Australian Benchmark Data Overview Shows The Four Forces Of Adoption

    October 9, 2018 James L. McQuivey, Reineke Reitsma

    Humans were born to embrace today's technologies. In 2018, Forrester has surveyed 110,460 online adults in 20 countries to see how people embrace technology, why they use it, and what that will mean for your business. Read this report to understand why Australians adopt technology and how you can give your Australian customers the technology-enabled, emotion-rich conversations they crave.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Stop Hiding Rates And Fees On Bank Sites

    Digital Feature Fix: Win And Retain Customers With Greater Transparency

    October 5, 2018 Alyson Clarke, August Du Pont

    Our Industry Wave™ evaluations often reveal that some banking websites and mobile apps are missing important content, features, or functions that help customers. Time and again, we see banks, credit unions, credit card issuers, and mortgage lenders making rates and fees difficult to understand with complicated rules and exclusions or by burying crucial information that customers need. This brief explains why transparency is important, illustrates good practices from leading firms, and helps digital teams understand how to present rates and fees effectively.

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