Vijay   Raghavan

Vijay Raghavan

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Vijay serves digital strategy leaders at retail wealth and asset management, brokerage, and private banking institutions, advising them on how to prepare and respond to continuous digital disruption in this sector. He works with financial services executives and their digital teams to challenge thinking in the retail wealth and asset management sector as they design the future of financial services. He is based in Forrester’s New York City office.

Previous Work Experience

Vijay has more than 19 years of experience. Prior to becoming a senior analyst, he was a senior manager in the financial services advisory practice of Ernst & Young LLP. While there, he led client engagements related to digital strategy and customer experience design and analysis, market research, and new product development for top-tier global banks, wealth and asset management institutions, insurance companies, and leading payment networks across the US, Canada, Mexico, and the UK. 

Vijay also worked at American Express for six years, where he held various marketing and customer experience roles and assisted in the launch of the company’s digital bank, American Express Personal Savings. His work included conducting market research to extract customer insights and lead the transformation of the customer onboarding experience by optimizing the website, contact center, core banking platform, and back-office operations to drive deposit growth and loyalty.

Education

Vijay holds an MBA in marketing and general management from Rice University in Houston, Texas, as well as dual B.A. degrees in economics and microbiology from Miami University in Oxford, Ohio.

Vijay Raghavan

Senior Analyst Serving eBusiness & Channel Strategy Professionals

Vijay serves digital strategy leaders at retail wealth and asset management, brokerage, and private banking institutions, advising them on how to prepare and respond to continuous digital disruption in this sector. He works with financial services executives and their digital teams to challenge thinking in the retail wealth and asset management sector as they design the future of financial services. He is based in Forrester’s New York City office.

Previous Work Experience

Vijay has more than 19 years of experience. Prior to becoming a senior analyst, he was a senior manager in the financial services advisory practice of Ernst & Young LLP. While there, he led client engagements related to digital strategy and customer experience design and analysis, market research, and new product development for top-tier global banks, wealth and asset management institutions, insurance companies, and leading payment networks across the US, Canada, Mexico, and the UK. 

Vijay also worked at American Express for six years, where he held various marketing and customer experience roles and assisted in the launch of the company’s digital bank, American Express Personal Savings. His work included conducting market research to extract customer insights and lead the transformation of the customer onboarding experience by optimizing the website, contact center, core banking platform, and back-office operations to drive deposit growth and loyalty.

Education

Vijay holds an MBA in marketing and general management from Rice University in Houston, Texas, as well as dual B.A. degrees in economics and microbiology from Miami University in Oxford, Ohio.

Vijay Raghavan's Research

Most RecentMost Popular
  • For eBusiness & Channel Strategy Professionals

    REPORT: The Race To Zero Fees In Investment Management

    Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors

    March 6, 2019Vijay Raghavan

    Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund trades with zero commissions. As fees hit zero, investment management firms are evaluating and evolving their business models to remain relevant and attract customers. This report gives digital business strategy professionals advice on how to evaluate these disruptive price models and deal with the expectation of zero fees.

  • For eBusiness & Channel Strategy Professionals

    REPORT: Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences

    January 16, 2019Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening advisors' role with automated financial advice, automated portfolio management, and lower fees. Leaders at investment management firms must execute digital transformation now while scaling innovations faster to support their advisors. This report is Forrester's view of the interconnected technologies benefiting financial advisors.

  • For eBusiness & Channel Strategy Professionals

    REPORT: North American Wealth Management Firms Must Embrace Digital To Stay Relevant

    Digital Technology Brings New Opportunities And Threats To Wealth Management

    September 19, 2018Vijay Raghavan

    There are multiple forces and innovations changing how Americans and Canadians invest in the stock market. Powered by digital technology, the wealth management industry is transforming to meet the increasing needs of today's customers. This report focuses on how these factors are shaping wealth management in North America and the key actions that digital business strategy teams must take now to remain relevant.

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