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Vijay Raghavan

Senior Analyst

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 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 Most Recent Research

Research

Wealth Management Firms Accelerate Digital Investments To Power Hybrid CX

How COVID-19 Forced Wealth Managers To Become More Hybrid
June 17th, 2021 | Tom Mouhsian , Vijay Raghavan

The wealth management industry experienced major changes in 2020 because of the COVID-19 pandemic. Due to the sudden inability to meet customers or prospects...

10 min read
Research

The Forrester Digital Experience Review™: Canadian Investing Websites, Q2 2021

June 17th, 2021 | Vijay Raghavan , David Truog

Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness...

13 min read
Research

Forrester Infographic: Understanding Today's Indian Investors

May 7th, 2021 | Arnav Gupta , Vijay Raghavan

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services...

1 min read
Research

Global Private Banking Trends In 2021

Leading Private Banks Are Embracing Digital To Attract Tomorrow's Customer
April 20th, 2021 | Vijay Raghavan

Digital transformation is changing how customers interact with their private banks and how financial advisors dispense financial advice. Significant gaps...

14 min read
Research

How To Elevate Digital Superannuation Experiences

Fix The Basics And Build New Capabilities
March 17th, 2021 | Zhi-Ying Barry , Vijay Raghavan

Superannuation firms' websites and mobile apps have become hubs for their members' retirement planning decisions. Although digital platforms are one of...

8 min read