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Oliwia Berdak

VP, Research Director

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Oliwia is a vice president and research director in Forrester’s financial services practice. She leads a team of analysts focused on the impact of technology on customer behaviors and expectations and financial firms’ business models. Her personal area of coverage includes digital disruption and digital innovation in financial services, including fintech and insurtech startups. She helps digital leaders respond to these challenges and adapt their companies for the digital age. During her five years with Forrester, she has worked with numerous clients to develop their business and innovation strategies.

Oliwia is routinely sought after to speak at global industry events including EFMA’s 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 and Rising Stars 2016.

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 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 PhD and an MA (with distinction) in politics from University College London and a BA in European studies from the University of Maastricht.

Oliwia is a vice president and research director in Forrester’s financial services practice. She leads a team of analysts focused on the impact of technology on customer behaviors and expectations and financial firms’ business models. Her personal area of coverage includes digital disruption and digital innovation in financial services, including fintech and insurtech startups. She helps digital leaders respond to these challenges and adapt their companies for the digital age. During her five years with Forrester, she has worked with numerous clients to develop their business and innovation strategies.

Oliwia is routinely sought after to speak at global industry events including EFMA’s 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 and Rising Stars 2016.

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 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 PhD and an MA (with distinction) in politics from University College London and a BA in European studies from the University of Maastricht.

Oliwia Berdak's Most Recent Research

Research

Forrester Infographic: Corporate Values Can Help UK Financial Services Firms Differentiate

May 26th, 2021 | Oliwia Berdak , Luis Deya

Financial services firms that embrace sustainable business models have an opportunity to win over values-based consumers. COVID-19 has brought more focus...

1 min read
Research

The Spain Auto And Home Insurers Customer Experience Index, 2020

How Spanish Auto And Home Insurers Earn Loyalty With The Quality Of Their Experience

Seguros Catalana Occidente tops Forrester's Spain auto and home insurance CX Index rankings, edging ahead of seven mediocre, undifferentiated competitors...

12 min read
Research

The France Auto And Home Insurers Customer Experience Index, 2020

How French Auto And Home Insurers Earn Loyalty With The Quality Of Their Experience
March 24th, 2021 | Oliwia Berdak , Clarissa Skinner , Luis Deya

MAIF once more tops Forrester's France auto and home insurance CX Index rankings, edging ahead of seven mediocre, undifferentiated competitors. MAIF rewrote...

13 min read
Research

The Italy Auto And Home Insurers Customer Experience Index, 2020

How Italian Auto And Home Insurers Earn Loyalty With The Quality Of Their Experience
March 22nd, 2021 | Oliwia Berdak , Clarissa Skinner , Luis Deya

Allianz tops Forrester's Italy auto and home insurance Customer Experience Index (CX Index™) rankings, edging ahead of six mediocre, undifferentiated competitors...

13 min read
Research

How To Make The Shift To Sustainable Finance

Vision: Financial Services Firms Will Mitigate New Risks With A Greater Focus On Sustainability
March 18th, 2021 | Oliwia Berdak , Luis Deya , Diane Deng

Sustainability — with its focus on environmental, social, and governance (ESG) principles — is beginning to dominate political and business agendas worldwide...

15 min read

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Forum: CX EMEA

September 30th, 2021 - October 1st, 2021
London & Live Virtual Experience
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