David is a vice president and research director in Forrester’s financial services practice. He leads a team of analysts focused on the impact of technology on customer behaviors and expectations and financial firms’ business models. He and his team help practitioners in banking, insurance, and wealth management understand how the changing market landscape, the customer experience, digital transformation, and innovation impact their businesses.
A business process redesign strategy that efficiently connects customers to capital will help financial firms meet the challenges of the digital age.
This report provides a snapshot of Forrester’s data on what channel US consumers are using to open or apply for their bank account.
This report provides a snapshot of Forrester’s Business Technographics® data on how financial services firms’ implementation of mobile technologies changed from 2019 to 2020.
This report provides a snapshot of Forrester’s data on interest in and usage of automated investment managers.
This report provides a snapshot of Forrester’s data on what channels US consumers are using to research their bank account before applying for or opening it.
This report provides a snapshot of Forrester’s data on the branch activity of the average US consumer compared with those who value convenient branch or office locations in their bank account purchase decision.
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