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 CIOs

    Report: The Midyear Global Tech Market Outlook For 2015 To 2016

    At the midyear point in 2015, CIOs in most countries are operating in tech markets with moderate growth of around 4% in local currencies, a bit weaker than what we projected in January 2015. How...

    • Downloads: 15
  • For eBusiness & Channel Strategy Professionals

    Report: Best Practices In Credit Card Sales

    This report looks at how eBusiness executives can drive credit card sales and improve the customer experience for credit card buyers. Digital touchpoints are crucial for credit card issuers beca...

    • Downloads: 81
  • For Customer Experience Professionals

    Report: The China Customer Experience Index, 2015

    For the first time, Forrester has applied the new Customer Experience Index (CX Index™) methodology to appraise how well companies in China are delivering customer experiences that create ...

    • Downloads: 49
  • For CIOs

    Report: The Top Technologies Driving The Mobile Mind Shift

    CIOs need to help design great mobile moments that drive revenue growth, improve the customer experience, or even transform their companies' business models. This report highlights the most impo...

    • Downloads: 162
  • For Application Development & Delivery Professionals

    Report: Brief: Maximize The Value Of Your Banking Solution Reference Client Visits

    Application development and delivery (AD&D) teams at financial services firms typically evaluate a business application in terms of its functionality, architecture, strategy, and customer base. ...

    • Downloads: 21
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Analysts who cover Financial Services