Julie A. Ask

Vice President, Principal Analyst serving eBusiness & Channel Strategy PROFESSIONALS

Julie serves eBusiness & Channel Strategy Professionals. Julie's 25 years of work experience is balanced between the engineering and management consulting work she did in the first half of her career and her work as an analyst for the past 12 years. The combination of technical and business expertise positions prepared her well to work with business leaders to identify new opportunities offered by mobile technology and to develop strategies to engage with consumers on mobile devices. She has worked with hundreds of clients across retail, travel, banking, insurance, CPG, healthcare, retail, and more to advise and guide the development of their mobile strategies.

Julie's research and analysis have been widely cited in publications including The Wall Street Journal, The New York Times, USA Today, BusinessWeek, RCR Wireless, and The Onion and on CBS, NBC, and PBS.

Previous Work Experience

Prior to becoming an analyst, Julie worked at a contextual services mobile startup in San Francisco and prior to that at Booz Allen & Hamilton.

Education

Julie holds a B.S.E.E. and a Master of Science in electrical engineering and computer science from the Massachusetts Institute of Technology (MIT). She also holds an M.B.A. from the University of Michigan.

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15 results in Reports

  • eBusiness & Channel Strategy
  • Customer Experience Management
  • Bill Doyle
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Client Sites Of Wealth Management Firms

    Best Practices From The Secure Websites Of Leading US Investment Firms

    Forrester's research shows that web access on a personal computer remains, overwhelmingly, the touchpoint of choice for US investors who want to see their accounts or make a trade. In fact, getting...

    • Downloads: 498
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Social Investing

    Social investing platforms like Covestor, eToro, and wikifolio threaten to disrupt personal investing by bringing the wisdom of the crowd and the stock-picking of talented individuals to mainstream...

    • Downloads: 309
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading A Digital Business Transformation

    Insights From The Front Lines At 3M, Bank Of America, And Walgreens

    The forces of digital disruption have reached critical mass, threatening every incumbent firm in every industry. Attendees at our Forum For eBusiness & Channel Strategy Professionals heard from...

    • Downloads: 380
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have Features For Public Sites Of Wealth Management Firms

    Best Practices From The Public Websites Of Leading US Investment Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 439
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: Digital Wealth Management Corrodes Traditional Firms

    Traditional wealth management firms have been insulated from the convulsive change brought by digital technology because their clients are older and barriers to entry are steep. But conditions are...

    • Downloads: 340
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy Q2 2012: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Insurers, Investment Firms, And Credit Card Issuers

    When customers feel that a financial services firm acts in their best interest, they are willing to invest more, borrow more, and buy more products from that firm. We call this corporate trait...

    • Downloads: 562
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Threatens Wealth And Asset Management

    This Time It's Real: Incumbent Investment Firms Are Vulnerable To The Once-In-A-Generation Disruption

    Firms in the retirement, brokerage, wealth, and asset management industries have so far been spared the kind of disruption that has ripped through industries like music and publishing. That's about...

    • Downloads: 441
  • For eBusiness & Channel Strategy Professionals

    Report:2013 Mobile Wealth Management Functionality Benchmark

    E-Trade And Fidelity Lead The Pack

    With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

    • Downloads: 744
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Schwab's Intelligent Portfolios Will Squeeze Other Investment Managers

    Top Custodian Unveils Aggressively Priced Robo-Advice Platform For Independent Advisors

    Two weeks after launching its direct-to-consumer digital investment manager, Charles Schwab has unveiled a version for independent Registered Investment Advisors (RIAs) and their clients. Like its...

    • Downloads: 100
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Hits Retail Financial Services

    Disruptors Deliver Superior Customer Experiences At A Lower Cost

    Digital disruption has arrived in retail financial services. Banks, insurers, and wealth management firms are besieged by a wave of disruptors that aim to use digital tools to deliver superior...

    • Downloads: 915
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Vanguard's Personal Advisor Will Transform The Financial Advice Business

    Compelling New Service Will Disrupt The Wealth Management Industry By Blending Human And Digital

    Vanguard's Personal Advisor Services exploits digital technology to bring personal guidance from a financial advisor for an annual fee of just 0.30% of a client's managed assets. Even before its...

    • Downloads: 142
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 645
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

    • Downloads: 146
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2013: Digital Wealth Management

    Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to...

    • Downloads: 935
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2014: How US Consumers Rate Their Financial Institutions

    Customers Rate Their Banks, Credit Card Providers, Insurers, And Investment Firms

    The traditional competitive barriers in retail financial services are crumbling. Digital touchpoints render branch distribution strength impotent. Digital technologies are cheaper and easier to...

    • Downloads: 308