Davis   Janowski

Davis Janowski

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Davis is a senior analyst serving eBusiness & Channel Strategy professionals within the consumer and institutional financial services sector. His research focuses on the digital transformation underway in the investment industry. He is keenly interested in the interplay, synergies, and competition evoked between the traditional financial services sector and financial technology startups. He helps clients understand how technology is both shaping and being shaped by consumer expectations, especially those of Gen Xers and Millennials. Having significant experience with financial advisors, he also studies how technology is helping advisors and their processes evolve to keep pace in an increasingly automated world. Davis is based in Forrester's New York office.

Previous Work Experience

Davis most recently served as director of content management for fintech startup FeeX, where he oversaw all content and managed marketing and public relations. This was his second foray into the startup world. His first was as an editor at the automated investment service Wealthfront. Davis spent 15 years as a journalist, the last six of which were with the financial industry trade publication InvestmentNews. He served as a technology columnist and reporter covering the universe of software and systems used by financial advisors and brokers, including ones built by independent fintech software companies or provided by custodians and wirehouses themselves. This ran the gamut from financial planning and analysis to portfolio management, CRM, compliance, social media, and referral systems. His first paying job in New York journalism was at PC Magazine, where he filled various roles, including both an editor and analyst covering the latest tech trends for the consumer and business markets.

Education

Davis has a master’s degree in journalism from Syracuse University’s Newhouse School.

Davis Janowski

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Davis is a senior analyst serving eBusiness & Channel Strategy professionals within the consumer and institutional financial services sector. His research focuses on the digital transformation underway in the investment industry. He is keenly interested in the interplay, synergies, and competition evoked between the traditional financial services sector and financial technology startups. He helps clients understand how technology is both shaping and being shaped by consumer expectations, especially those of Gen Xers and Millennials. Having significant experience with financial advisors, he also studies how technology is helping advisors and their processes evolve to keep pace in an increasingly automated world. Davis is based in Forrester's New York office.

Previous Work Experience

Davis most recently served as director of content management for fintech startup FeeX, where he oversaw all content and managed marketing and public relations. This was his second foray into the startup world. His first was as an editor at the automated investment service Wealthfront. Davis spent 15 years as a journalist, the last six of which were with the financial industry trade publication InvestmentNews. He served as a technology columnist and reporter covering the universe of software and systems used by financial advisors and brokers, including ones built by independent fintech software companies or provided by custodians and wirehouses themselves. This ran the gamut from financial planning and analysis to portfolio management, CRM, compliance, social media, and referral systems. His first paying job in New York journalism was at PC Magazine, where he filled various roles, including both an editor and analyst covering the latest tech trends for the consumer and business markets.

Education

Davis has a master’s degree in journalism from Syracuse University’s Newhouse School.

Davis Janowski's Research

Most RecentMost Popular
  • For eBusiness & Channel Strategy Professionals

    REPORT: The Forrester Investing Wave™: US Mobile Apps, Q1 2018

    Mobile Investing Apps Underwhelm With Poor Usability And Lack Of Guidance, Undermining Strong Transactional Features

    January 16, 2018Davis Janowski, Jennifer Wise

    Mobile apps have become integral to consumers, who turn to them to manage their everyday lives — including their financial well-being. To see how helpful investing apps are to customers, we evaluated the mobile applications of six of the largest US investing firms. This report lays out where these firms excel — and where they lag — and what digital business strategy and customer experience executives can learn from them.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Investment Management Apps Are Failing Mainstream, Younger US Investors

    Incumbents Risk Losing Millennial Investors Over Lack Of Comprehensive Financial Guidance In Mobile Offerings

    December 26, 2017Davis Janowski

    Many traditional investment management firms have felt little pressure to develop their mobile apps to include holistic advice features. This makes sense to a point: Incumbent firms' best clients are generally older, of higher net worth, more likely to have a financial advisor, and unlikely to engage in complex tasks such as planning via the mobile internet. Younger investors want more help on mobile devices, however, and a range of startups are showing that it can be done in a useful and compelling way. Established firms must do the same or risk losing a key demographic.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Best Practices In US Mobile Investing Functionality

    The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors

    December 7, 2017Davis Janowski

    With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester reviewed the mobile offerings of six leading US investment firms. This report will help digital business strategy professionals at investment firms understand what mobile features are being offered today, what constitutes best-practice, and what needs to be added.

  • For Customer Experience Professionals

    REPORT: The US Investment Firms Customer Experience Index, 2017

    How US Investment Brands Earn Loyalty With The Quality Of Their Experience

    October 18, 2017Davis Janowski, Dylan Czarnecki

    How well do leading investment brands earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 US investment brands — both direct and full-service — that were analyzed as part of the US CX Index. We also unveil surprising trends in CX quality and the role that emotion plays in CX. Customer experience professionals can use this report to inform their ongoing improvement efforts.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Millennials Want Financial Advice, With Or Without Humans

    Across Most Developed Markets, Millennials Crave Advice, Yet They Trust Algorithms Almost As Much As Humans

    August 30, 2017 Peter Wannemacher, Davis Janowski

    Millennials are now the largest generation in the workforce across most developed markets. As their finances become more complex, Millennials are developing a healthy appetite for advice on money matters: They're more likely to rely on financial advice than older generations. But Millennials are also much more likely to trust digital advice than their parents. Digital leaders at banks and wealth management firms should invest in digital capabilities and collaborative advice now to better win, serve, and retain Millennials going forward.

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