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 Application Development & Delivery Professionals

    REPORT: Don't Select Banking Software Without Understanding The State Of The Banking Platform Market

    Results From Forrester's Global Banking Platform Deals Survey 2019

    May 24, 2019 Jost Hoppermann

    State-of-the-art banking platforms — or elements of them like core banking and digital channels — can create fresh opportunities for banks and their application development and delivery (AD&D) teams to deliver great customer experience (CX) and generate business value more efficiently. To help banking technology teams navigate the jungle of solutions, Forrester surveyed key banking platform vendors about their 2018 deals. This report analyzes which of them were able to defend and enhance their market footprint and which functional areas banks were most interested in.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Educate Customers To Help Them Make More Confident Banking Decisions

    Digital Feature Fix: Help Prospects Understand How Banking Products Work

    May 23, 2019 Alyson Clarke

    Most consumers need and want help to understand products and make better financial decisions. Educational tools can engage prospects and further their relationship with the brand. Banks and credit unions need to provide relevant, contextual educational content that's easy for customers to find and understand. This brief illustrates good practices from leading firms and helps digital teams understand how to curate educational content that empowers banking prospects and customers.

  • For Customer Insights Professionals

    REPORT: Smart Speakers Lead The Smart Home Revolution

    Cost Continues To Be The Biggest Inhibitor To Smart Home Adoption

    May 21, 2019 Meenakshi Tiwari, Frank E. Gillett, Satish Meena

    Smart home technology has moved past its early adoption stage, and we expect the installed base of smart home devices to grow at CAGR of 26.2% between 2018 and 2023. Smart speakers have been the highest growth category of smart home devices until now, due to the easy voice interface. But as consumers get more used to smart home concepts, we expect other categories to pick up. In this report, we share our outlook for the US smart home — including its drivers and inhibitors.

  • For CIO Professionals

    REPORT: RQ For Blockchain: Assess Your Readiness For Using Distributed Ledger Technology

    The Robotic Quotient For Blockchain Guides Your Approach To People, Leadership, Organization, And Trust In The Era Of Multiparty Processes

    May 17, 2019 Martha Bennett, J. P. Gownder

    The introduction of blockchain (AKA distributed ledger technology or DLT) is transforming processes and operating models and ushering in an era of new business and trust models. But while the technology is still nascent, it isn't the biggest inhibitor: Most organizations don't have the competencies to implement DLT successfully. CIOS, technology leaders, and business executives should read this report to learn how the robotic quotient (RQ) for blockchain can help them assess areas they need to focus on (and improve as needed) to leverage this technology concept successfully.

  • For eBusiness & Channel Strategy Professionals

    REPORT: The Forrester Banking Wave™: US Mobile Apps, Q2 2019

    US Mobile Banking Experiences Are Often Effective, Sometimes Easy, But Rarely Evoke Positive Emotions — Leaders Are Improving All Three

    May 15, 2019 Peter Wannemacher, Gina Bhawalkar, August Du Pont

    Mobile apps have become the touchpoint of choice for millions of Americans to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering customers to manage their finances while reassuring them with helpful support. To see how helpful and easy-to-use mobile banking apps are to customers, we evaluated the apps of eight banks. This report lays out where these banks excel, where they lag, and what digital business strategy and customer experience executives can learn from them.

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