Oliwia   Berdak

Oliwia Berdak

Principal Analyst Serving eBusiness & Channel Strategy Professionals

Oliwia is a principal analyst serving digital business strategy professionals. She leads Forrester’s coverage of digital disruption and digital innovation in financial services. Her research explores changing customer expectations and behaviors and fintech and insurtech startups that seek to capitalize on these opportunities. She helps digital leaders respond to these changes and adapt their companies for the digital age. During her four years with Forrester, she has worked with numerous clients to develop their digital business and innovation strategies.

Oliwia is routinely sought after to speak at global industry events, including the EFMA Congress, Finovate, and the Mobile World Congress, and to comment for American Banker, Bloomberg, the Financial Times, and Finextra. She has also been recognized as one of the "Rising Stars" in the European Digital Financial Services Power 50.

Previous Work Experience

Prior to joining Forrester, Oliwia held a number of research positions in both business and academia, working with a variety of methodologies to deliver insight.  As a postdoctoral research fellow at the University of Edinburgh, she collaborated on a large research project investigating Europe’s changing citizenship regulations. Oliwia also worked for six years as a freelance analyst for Euromonitor International, drawing on macroeconomic data and statistics to analyze the latest economic, social, and political developments in Europe and to explain their significance to businesses.

Oliwia is a Polish national with extensive international experience. She has lived in six countries and is fluent in four languages (Polish, English, German, and Bosnian/Croatian/Serbian), as well as having limited working proficiency in Dutch. She has a keen understanding of how different national contexts influence consumers and businesses.

Education

Oliwia earned a Ph.D. and an M.A. (with distinction) in politics from University College London and a B.A. in European studies from the University of Maastricht.

Oliwia Berdak

Principal Analyst Serving eBusiness & Channel Strategy Professionals

Oliwia is a principal analyst serving digital business strategy professionals. She leads Forrester’s coverage of digital disruption and digital innovation in financial services. Her research explores changing customer expectations and behaviors and fintech and insurtech startups that seek to capitalize on these opportunities. She helps digital leaders respond to these changes and adapt their companies for the digital age. During her four years with Forrester, she has worked with numerous clients to develop their digital business and innovation strategies.

Oliwia is routinely sought after to speak at global industry events, including the EFMA Congress, Finovate, and the Mobile World Congress, and to comment for American Banker, Bloomberg, the Financial Times, and Finextra. She has also been recognized as one of the "Rising Stars" in the European Digital Financial Services Power 50.

Previous Work Experience

Prior to joining Forrester, Oliwia held a number of research positions in both business and academia, working with a variety of methodologies to deliver insight.  As a postdoctoral research fellow at the University of Edinburgh, she collaborated on a large research project investigating Europe’s changing citizenship regulations. Oliwia also worked for six years as a freelance analyst for Euromonitor International, drawing on macroeconomic data and statistics to analyze the latest economic, social, and political developments in Europe and to explain their significance to businesses.

Oliwia is a Polish national with extensive international experience. She has lived in six countries and is fluent in four languages (Polish, English, German, and Bosnian/Croatian/Serbian), as well as having limited working proficiency in Dutch. She has a keen understanding of how different national contexts influence consumers and businesses.

Education

Oliwia earned a Ph.D. and an M.A. (with distinction) in politics from University College London and a B.A. in European studies from the University of Maastricht.

Oliwia Berdak's Research

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  • For Application Development & Delivery Professionals

    REPORT: Tech Leaders: Guide Your Business Colleagues Through Their Digital Bank Technology Options

    The Different Ways To Deliver The Technology For Digital Banking Subsidiaries Will Influence Budgets And Risk — Be Prepared

    September 26, 2018 Jost Hoppermann, Oliwia Berdak

    New digital banks and lenders are proliferating, with incumbents joining the ranks of fintech startups to capitalize on new digital business models. As the heads of these new ventures plot their vision and revenue streams, they risk neglecting one key decision: the banking technology of the new business. Tech leaders must guide their colleagues through the available technology options, as the "tech" of the fintech will affect not only the venture's innovation, budget, and timescale but also the parent's bank transformation and resources.

  • For eBusiness & Channel Strategy Professionals

    REPORT: How To Build Your Digital Venture

    Use Our Toolkit To Minimize Risks And Accelerate Your Efforts

    September 20, 2018Oliwia Berdak

    Launching a new digital venture can be a career-ending decision. The time, cost, and effort involved in building a new digital business from scratch can quickly spiral out of control. For this research, we have interviewed a range of digital business leaders who have built and are running internal startups. This report outlines a set of practical tools that will help digital business leaders tasked with building a new digital venture.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Needed: Fintech Expert

    Focus On Scouting, Execution, And Partner Management For A Successful Fintech Strategy

    September 12, 2018Oliwia Berdak

    Keen to develop successful fintech partnerships, banks and insurers are hiring expertise from venture capital and startups. While the fintech pedigree of these new hires will help with scouting, these new employees often struggle to navigate their employers' organizational complexity and deliver what's asked of them. This report helps digital business strategy professionals in financial services understand the qualities that make a great fintech expert and where to find them.

  • For CMO Professionals

    REPORT: Kick-Start Your Digital Business Strategy

    Beginner Level: Strategy Practices For Digital Business

    September 4, 2018 Jacob Morgan, Oliwia Berdak

    For digital business leaders, the landscape is in constant flux. In today's fast-moving business environment, it's vital that your strategic plan be just as dynamic as your customers and your competitors. This report is part of a trilogy detailing how to build an adaptable digital business strategy that is customer-led, insights-driven, fast, and connected. It helps digital business leaders develop their strategy at the beginning of their journey, helping to set priorities, focus efforts on differentiating capabilities, and build your response to digital impacts on your firm.

  • For CMO Professionals

    REPORT: Five Steps To Evolve Your Digital Business Strategy

    Intermediate Level: Strategy Practices For Digital Business

    September 4, 2018Oliwia Berdak, Jacob Morgan

    Traditional strategic planning processes, like annual budgeting cycles, are not fit for purpose. Static strategic planning documents become dated as soon as they leave your desk, while fixed ROI requirements starve new ideas of investment. Leaders must craft strategies that are as dynamic as their customers and competitors and achieve the next level of digital business maturity. This report is part of a trilogy detailing how to build an adaptable digital business strategy that is customer-led, insights-driven, fast, and connected.

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