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.


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  • For eBusiness & Channel Strategy Professionals

    Report: The Mobile Insurance Metrics That Matter

    Mobile is now serious business for digital insurance teams, and it's rare to find an insurer that doesn't offer at least one mobile service to help customers research, buy, and service their ins...

    • Downloads: 878
  • For Customer Experience Professionals

    Report: The US Customer Experience Index, Q3 2015

    Forrester's Customer Experience Index (CX Index™) helps customer experience (CX) professionals understand the ups and downs of CX quality over time. The CX Index franchise scores more than...

    • Downloads: 143
  • For eBusiness & Channel Strategy Professionals

    Report: The Mobile Banking Metrics That Matter

    To achieve key business goals — such as boosting mobile banking use and increasing sales — eBusiness executives at banks need to put the right metrics in place for mobile banking. Th...

    • Downloads: 1158
  • For Application Development & Delivery Professionals

    Report: Use APIs And Components To Prepare For The Banking Industry's Increasing Pace

    Banking applications do more than offer information about customers, products, services, and the state of the business: They are the primary touchpoints for customers and embody the banking busi...

    • Downloads: 57
  • For eBusiness & Channel Strategy Professionals

    Report: Build A Strategic Plan By Designing For Bank Customers' Mobile Moments

    Mobile strategies fail when firms fail to understand customers or outline clear business objectives. eBusiness and channel strategy executives at banks should document strategic plans that all s...

    • Downloads: 1204
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Analysts who cover Financial Services