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

  • For all Roles
  • For eBusiness & Channel Strategy Professionals

    Report: 2016 European Mobile Banking Functionality Benchmark

    This report explores the best practices we've uncovered by reviewing the mobile banking functionality of 11 of the largest retail banks in Europe. While all the banks have made improvements over...

    • Downloads: 75
  • For eBusiness & Channel Strategy Professionals

    Report: 2016 US Mobile Banking Functionality Benchmark

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of the five largest retail banks in the US. While all of the US banks meet customers' need...

    • Downloads: 127
  • For eBusiness & Channel Strategy Professionals

    Report: 2016 UK Mobile Banking Functionality Benchmark

    This report explores the best practices we've uncovered by reviewing the mobile banking functionality of six of the largest retail banks in the UK. It's intended to help digital banking strategy...

    • Downloads: 69
  • For Application Development & Delivery Professionals

    Report: Brief: Learn From A Multicountry Transformation Program

    The majority of banks are in the process of transforming their application landscape or plan to start soon. Best practices ease the transformation journey, but many transformation projects still...

    • Downloads: 31
  • For B2B Marketing Professionals

    Report: Brief: Email Can Work For B2B Financial Marketers

    Selling financial services products through agents to consumers is not easy. And emails from marketers doing so fall short of Forrester's best practices. This report challenges B2B financial ser...

    • Downloads: 42
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Analysts who cover Financial Services