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 B2C Marketing Professionals

    REPORT: The Metropolitan Indian Consumer Tech Stack

    Our 2018 Indian Benchmark Data Overview Shows The Four Forces Of Adoption

    November 9, 2018 James L. McQuivey, Reineke Reitsma

    Humans were born to embrace today's technologies. In 2018, Forrester has surveyed 110,460 online adults in 20 countries to see how people embrace technology, why they use it, and what that will mean for your business. Read this report to understand how and why metropolitan Indian online adults adopt technology and how you can give these customers the technology-enabled, emotion-rich conversations they crave.

  • For CIO Professionals

    REPORT: Predictions 2019: Distributed Ledger Technology

    Continued Hype And Unrealistic Promises Drive Risk Of A Looming Blockchain Winter

    November 7, 2018 Martha Bennett, Charlie Dai

    Interest in distributed ledger technology (DLT — AKA blockchain) remains high as CIOs and business decision makers try to ascertain what this technology means for their organizations and what action they should take. Read this report to find out what lies in store for DLT in 2019.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Predictions 2019: Financial Services

    Financial Firms Focus On Operational Efficiency As They Prepare For A Downturn

    November 7, 2018 Benjamin Ensor

    This brief outlines Forrester's predictions for the financial services industry in 2019. Volatile politics brings economic uncertainty, while trade wars or other shocks threaten recession in major economies. That will make most financial firms cautious. Smart firms will focus on operational efficiency, aiming to deliver small, manageable chunks of innovation that improve customer outcomes and deliver productivity improvements.

  • For CIO Professionals

    REPORT: Predictions 2019: New Tech

    Where VC Funding And Innovation Will Go In 2019

    November 6, 2018 Carlton A. Doty

    CXOs in large and midsize enterprises must constantly monitor emerging technology markets to uncover innovation opportunities. Top of mind for most are some usual suspects like machine learning, edge computing, and distributed ledger technology. But as standalone technologies, they're practically useless unless applied to industries and use cases that drive economic and customer value. The five predictions in this report show how venture capital investments in emerging tech markets will recalibrate in the coming year, driving innovation in four key industries.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Steer Your Customers' Insurance Journeys With Benchmarks

    Benchmarks: The Digital Insurance Strategy Playbook

    November 2, 2018 Ellen Carney

    Digital touchpoints must constantly evolve to reflect how consumers and small businesses research, buy, and use insurance. Digital insurance strategy leaders need to deploy digital services that result in loyal customers and drive revenue. This report, which forms part of our digital insurance strategy playbook, details how digital insurance teams can apply Forrester's Industry Wave™ benchmark methodology to assess how well their firms' digital touchpoints help the business win, serve, and retain customers. This is an update of a previously published report; Forrester reviews and updates it periodically for continued relevance and accuracy.

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