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.

Research

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    Report: Segmenting US Investors, 2015

    The new power of consumers means that a focus on the customer now matters more than any other strategic imperative. Customer segmentation allows firms to systematically understand and serve thei...

    • Downloads: 33
  • For eBusiness & Channel Strategy Professionals

    Report: Case Study: Digital Innovation Is Seeded Throughout CaixaBank

    Digital innovation is how companies survive digital disruption. But innovating is hard, and digital executives at retail financial services firms in particular have complained that a lack of phy...

    • Downloads: 55
  • For eBusiness & Channel Strategy Professionals

    Report: How US Online Consumers Research And Buy Credit Cards

    Credit cards remain the top selling financial product in the US, even though sales are significantly lower than before the financial crisis. Prospects shopping for a new credit card have clear g...

    • Downloads: 49
  • For eBusiness & Channel Strategy Professionals

    Report: How US Online Consumers Research And Buy Mortgages

    The mortgage purchase journey is complex, with customers using a mix of digital and human touchpoints to research and then buy mortgages. The journey differs depending on whether the customer is...

    • Downloads: 90
  • For eBusiness & Channel Strategy Professionals

    Report: Best Practices In Mortgage Sales

    The first in our financial product sales series, this report looks at how eBusiness executives can drive mortgage sales and improve the customer experience for both homebuyers and refinancers. D...

    • Downloads: 72
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Analysts who cover Financial Services