Mobile Banking

In the rush to offer mobile services, too many retail banking institutions have leaped before looking. It’s time to take a more considered, strategic approach to consumer money management through smartphones, tablets, and other portable devices.

Latest Research

  • For eBusiness & Channel Strategy Professionals

    REPORT: The Digital Disruption Of Small Business Banking

    Banks Must Improve Digital Services For SMEs — Or Lose Customers To Disruptors

    February 19, 2019 Peter Wannemacher

    Over the past decade, established banks have worked hard to extend their products and services to retail customers who've moved onto digital touchpoints. But digital banking for small and medium-size enterprises (SMEs) has lagged. SME owners use a range of apps and websites, but banks' own digital services often trail those of the disruptors that are filling the gaps. As a result, established bank brands risk disintermediation. Digital banking teams need to shift from product-focused approaches to strategies and services designed around SME customer outcomes.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Help Digital Banking Customers With Budgeting And Saving

    Digital Feature Fix: Help Customers Stay On Top Of Their Finances With Effective Budgeting And Savings Tools

    January 18, 2019 Aurelie L'Hostis

    A common pitfall on banks' websites and mobile apps is a lack of budgeting and savings tools to help customers improve how they manage their finances. This brief explains why budgeting and savings goals are important, illustrates good practices from leading banks and fintech companies, and helps digital teams understand how to implement budgeting and savings goals effectively.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Provide Easy And Flexible Ways To Send And Transfer Money

    Digital Feature Fix: Offer A Wide Range Of Money Transfer Timing And Viewing Options

    January 10, 2019 Zhi-Ying Barry

    Conducting money transfers is one of the top five activities that customers want to use mobile banking for. Yet while most banks make money transfers convenient — such as letting customers transfer money without a recipient bank account number — not all give customers the choice of scheduling future-dated or recurring money transfers or let them edit these transfers. This report lays out how digital banking leaders can enable a wide range of money transfer and viewing options by illustrating best practices from leading banks.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Benchmark Your Customers' Digital Banking Journeys

    Benchmarks: The Digital Banking Strategy Playbook

    January 9, 2019 Peter Wannemacher

    Digital banking strategy leaders aim to differentiate with services that meet or exceed customers' needs and expectations. To help them understand where they stand, we developed our Forrester Industry Wave™ methodology to measure what objectives a customer can achieve via a bank's apps and websites and how convenient the bank makes the experience for the customer. This report outlines how digital banking strategy teams can use Forrester's methodologies to gauge where they stand against their customers' needs and their competition.

  • For eBusiness & Channel Strategy Professionals

    REPORT: The BATJ Firms Are Driving Digital Financial Services For All

    Baidu, Alibaba, Tencent, And JD.com Are Innovating Financial Ecosystems In China And Around The Globe

    January 3, 2019 Meng Liu

    The financial technology (fintech) arms of Baidu, Alibaba, Tencent, and JD.com (BATJ) — four of the world's 10 largest fintech entities in 2018 — are now targeting financial services markets outside of China. However, their global expansion strategies will be very different from the strategies that made them successful in China as these subsidiaries become true fintech vendors. Digital strategy pros can use this report to understand how the BATJ companies are evolving their global expansion strategies and how they can benefit from partnering with these firms.

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