Financial Services

Banks, credit unions, and other companies that provide transactional services including savings and investment accounts. Financial Services research analyzes the impact of technology on how retail financial services are manufactured, sold, and serviced. This research helps banking, insurance, investment, and credit executives understand emerging trends in technology and how consumer attitudes will affect their adoption of new products and services. Our banking research has a special emphasis on electronic payments; our wealth management research is particularly strong on the electronic delivery of advice.

Latest Research

  • For eBusiness & Channel Strategy Professionals

    REPORT: Help Digital Banking Customers With Budgeting And Saving

    Digital Feature Fix: Help Customers Stay On Top Of Their Finances With Effective Budgeting And Savings Tools

    January 18, 2019 Aurelie L'Hostis

    A common pitfall on banks' websites and mobile apps is a lack of budgeting and savings tools to help customers improve how they manage their finances. This brief explains why budgeting and savings goals are important, illustrates good practices from leading banks and fintech companies, and helps digital teams understand how to implement budgeting and savings goals effectively.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Case Study: How Ping An Insurance Embraced Digital To Rewrite Its Business

    January 17, 2019 Danny Mu, Meng Liu

    Ping An Insurance, one of the world's largest insurers in terms of market capitalization, used emerging technologies to transform itself from a traditional insurer into a digital innovator. It now provides healthcare, automotive, real estate, and smart city services to more than half a billion internet customers. This report details how digital business pros can leverage Ping An's experience to achieve superior customer experience (CX) and operational efficiencies, innovate their business models, and build new ecosystems.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Case Study: How Digital And CX Teams Collaborate To Deliver On Brand Promise

    Aon Adapts To A Changing Market Landscape And Increased Customer Expectations

    January 17, 2019 Michael Barnes

    Financial services firms, including those in wealth management and retirement planning, are struggling to thrive in a disrupted market. They're challenged to reinvent often mature brands, deliver a world-class digital experience, and ensure ongoing trust in an industry facing increased scrutiny. This Aon case study provides insight and guidance for digital business strategy professionals seeking to transform their firm's customer experience (CX).

  • For eBusiness & Channel Strategy Professionals

    REPORT: Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences

    January 16, 2019 Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening advisors' role with automated financial advice, automated portfolio management, and lower fees. Leaders at investment management firms must execute digital transformation now while scaling innovations faster to support their advisors. This report is Forrester's view of the interconnected technologies benefiting financial advisors.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Q&A: The Top Five Questions Digital Financial Services Leaders Should Ask About AI In 2019

    Digital Execs Must Ask Strategic Questions

    January 15, 2019 Zhi-Ying Barry

    Interest in using AI is growing rapidly in the financial services sector. But digital financial services execs must be careful to not get caught up in the madness of chasing the next lofty AI project. Instead, stop and consider whether your organization is pursuing the right AI initiatives and what your organization must do for long-term AI success. This report dives into the impact of AI on financial services and the questions digital financial services execs should ask in 2019.

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