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: Boost Your Conversions With Checkout Financing

    A new category of disruptive credit providers and technology solutions is delivering credit during checkout, putting a new spin on retail financing. Retail credit programs have long boosted sale...

  • For eBusiness & Channel Strategy Professionals

    Report: The Digital Insurance Imperative

    Digital technologies will change the insurance industry irrevocably over the coming decade. New entrants will disrupt the value chain. Vertically integrated firms will be too slow to adapt. Firm...

  • For eBusiness & Channel Strategy Professionals

    Report: Disrupting Finance: Crowdfunding

    Crowdfunding — which is essentially online fundraising — has grown exponentially over the past few years. Hundreds of crowdfunding sites like Crowdcube, GoFundMe, and Kickstarter match people in...

  • For CIOs

    Report: Don't Dismiss Accenture's Blockchain Redaction Solution — You May Need It One Day

    When Accenture first published its proposal for an "editable blockchain," the press release was met with a certain degree of skepticism. After all, isn't immutability supposed to be an essential...

  • For B2C Marketing Professionals

    Report: Engage Customers With Mobile Wallet Marketing

    Mobile wallets are gaining attention across the world. While the focus is primarily on payments, Forrester believes that mobile wallets' real power is to generate powerful customer engagement op...

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Analysts who cover Financial Services