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 CIO Professionals

    REPORT: Make Startup Acquisitions Part Of Your Digital Business Growth Strategy

    The High-Tech Industry Has Mastered Startup-Driven Product Innovation — You Can, Too

    July 17, 2018 Ted Schadler, Mike Chirokas

    Investments in emerging technology startups have never been higher, which means the raw materials of technology-based innovation have never been more abundant. CIOs can learn from the high-tech industry about how to make startup acquisitions a key plank of their firms' digital business growth strategies. We analyzed Venture Scanner data and interviewed corporate development officers and investment bankers to help you with the essentials of acquisition and integration.

  • For Customer Experience Professionals

    REPORT: Indian Mobile Banking 2018: Five Common UX Mistakes And How To Fix Them

    Lessons In Mobile User Experience From India And Beyond

    July 16, 2018 Amit Bhatia

    Forrester recently concluded its Forrester Wave™ evaluation of mobile banking apps in India, which assessed the functionality and user experience (UX) of the mobile apps of seven large Indian banks. Read this report to discover the common UX mistakes banks make with their apps and the lessons that customer experience (CX) and UX professionals can learn from examples of the best apps in India and the rest of the world.

  • For Application Development & Delivery Professionals

    REPORT: How To Avoid A Banking Platform Transformation Disaster

    Lessons From Banking Platform Transformation Failures

    July 16, 2018 Jost Hoppermann

    Many banks are struggling to succeed in today's challenging environment. Change is mandatory, but failed banking transformation projects continue to highlight the risks and challenges this poses. Application development and delivery (AD&D) professionals need to be aware of the most critical obstacles to banking platform transformation if they are to achieve ongoing business success while mitigating transformation risk. Failure won't deliver application systems that support the business processes you need to win, serve, and retain customers.

  • For Application Development & Delivery Professionals

    REPORT: Now Tech: Digital Banking Platforms, Q3 2018

    Forrester's Overview Of 36 Digital Banking Platforms

    July 13, 2018 Jost Hoppermann

    You can use digital banking platforms to improve customer service and account opening; reduce time to market of new products and services, as well as downtime; and provide the basis for great business agility. But to access these benefits, you'll first have to choose a banking platform from a diverse set of vendors — vendors that vary by size, geography, and business capabilities. Application development and delivery (AD&D) pros working on digital banking can use Forrester's Now Tech report to understand the value they can expect from a banking platform provider and select vendors based on size and functionality.

  • For CIO Professionals

    REPORT: The Top Emerging Technologies To Watch 2018

    July 11, 2018 Brian Hopkins, Christian Austin, Andre Kindness, James Staten, Brandon Purcell, Nate Fleming, Frank E. Gillett, Jeffrey S. Hammond, Martha Bennett, J. P. Gownder

    To outpace the competition, CIOs must keep a constant finger on the pulse of technology change. Forrester has identified 12 emerging technologies with massive disruptive potential; their impact will be seen across a range of products, services, and solutions. This report helps CIOs zero in on the technologies most worthy of their focus, strategic planning, and investment.

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