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: Take An Iterative Approach To Digital Insurance Strategy

    Strategic Plan: The Digital Insurance Strategy Playbook

    May 4, 2018 Zhi Ying Ng

    Digital business leaders must define and execute digital insurance strategy. To do that, they must craft an action plan that examines the impact of digital on their business and then develop the building blocks needed to support their organization's digital vision. This report outlines how digital insurance leaders should create an action plan that helps them successfully execute their company's business strategy.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Mobile Shopping Is Stalling, But Don't Panic

    May 3, 2018 Sucharita Kodali

    Retailers have been aggressively investing in mobile commerce. However, the total percentage of physical goods retail in the US sold via mobile devices has not grown significantly in recent years. Digital business executives should carefully analyze the objectives that they have for their mobile investments and recognize the limitations of the mobile channel. This report explores the facts around current mobile shopping figures and outlines what retailers need to do in the current landscape.

  • For eBusiness & Channel Strategy Professionals

    REPORT: New Tech: Payments For Platform And Marketplace Businesses, Q2 2018

    Forrester's Landscape Overview Of 20 Payment Providers That Service Platform And Marketplace Business Models

    April 20, 2018 Brendan Miller

    Digital business executives implementing platform or marketplace business strategies have found that payments can become a quagmire, mucking up the smooth exchange of value. To pull off great multiparty transaction experiences, platform and marketplace digital business executives must piece together a diverse set of payment vendors to support their firm's business model. Use this report to understand the payment landscape for platforms, and then select vendors based on their viability.

  • For eBusiness & Channel Strategy Professionals

    REPORT: The Forrester Life Insurance Wave™: US Sales Websites, Q2 2018

    US Life Insurers Disappoint With Weak Digital Guidance

    April 18, 2018 Ellen Carney, Jennifer Wise

    Digital touchpoints are supplementing and sometimes displacing traditional sales touchpoints like advisors as customers research and then buy life insurance. To see how helpful they are to customers, we evaluated the websites of seven US life insurance companies. This report lays out where these companies excel — and where they lag — as well as what digital business strategy and customer experience executives can learn from them.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Banks Must Embrace Digital Business Models To Redefine Their Value To Customers

    Digital Leaders At Middle Eastern Banks Are Starting To Address Key Tasks That All Banks Must Master

    April 16, 2018 Zhi Ying Ng

    Facing tough economic conditions, competition from more agile players, and changing customer needs, banks in the Middle East are pursuing digital business models to generate new revenue streams and alter their cost base. To gain insight into leading practices, we conducted in-depth interviews with digital banking leaders in Egypt, Kuwait, Qatar, and the United Arab Emirates (UAE). This report helps Middle Eastern and global digital banking leaders who are looking to embrace digital business models.

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