DH

David Hoffman

VP, Research Director

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.

Planned Research

What research can you expect from Forrester in the next 12 months? Updated biweekly, our publishing plan will keep you current with market and technology trends. Use the link below to download a list of our upcoming research.

Download Planned Research
February 4th, 2025 6:00 PM - 6:40 PM Webinar

Predictions 2025: Investing And Wealth Management

Join Forrester experts and your peers for an interactive presentation that will dive deeper into Forrester’s 2025 Predictions for investing and wealth management.Key takeaways: Understand the changing technology, consumer, and market dynamics in store in 2025. Uncover new insights based on Forrester’s research and expert analysis.Prepare your team and your organization for what’s ahead. Target audience level: all levels