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.
This report reveals our four predictions for investment and wealth management firms for 2025.
Many Americans prioritize immediate financial concerns over retirement savings, leaving them unprepared for retirement and planning to work longer.
This report looks at retirement preparedness and the perceived need for government support in retirement for two income groups.
Discover critical wealth management use cases for ESG data and analytics, how to adopt them, how to avoid potential risks, and why you should use them.
Discover the CX performance of 14 Canadian investment firms and the drivers and emotions that affect loyalty the most.
Discover the CX performance of 21 US investment firms and the drivers and emotions that affect loyalty the most.
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.
