Vijay Raghavan

Senior Analyst

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Blog

Meet The Most Interesting Investor Segment: The Digitally Savvy Delegator

Vijay Raghavan September 10, 2021
Digitally savvy delegators are an overlooked segment and represent an attractive opportunity for wealth management firms right now. As incumbents and fintechs alike continue to compete for customers, firms need to understand who digitally savvy delegators are and design the right solutions to attract and retain them. I recently published a report about this customer […]
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Blog

Financial Advisors Propel Morgan Stanley To The Top Of Investment Firms In The US CX Index, 2021

Vijay Raghavan June 2, 2021
Amid massive market volatility and uncertainty, two investment firms were able to vault up the rankings in the Forrester US CX Index 2021. Discover how, and why they'll have a competitive advantage going forward.
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Blog

Building A Private Bank For The Next Generation

Vijay Raghavan April 22, 2021
Significant gaps continue to exist in private banking, forcing firms to rethink pricing and organizational models. As a result, high-net-worth clients are not fully benefiting from some of the digital innovations that are changing how customers interact with their private banks. To identify the top “Global Private Banking Trends In 2021,” we interviewed senior executives […]
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Blog

Understand Today’s Investors In Metro China, Hong Kong, And Singapore

Tom Mouhsian February 24, 2021
Why You Need A New Segmentation Approach To Understand Today’s Investors Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors (see Figure […]
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Blog

Social Media Meets Tulip Mania

Vijay Raghavan February 1, 2021
It’s a story straight out of the Sherwood Forest, with a stopover in Holland. A determined group of small investors have used the power of social media to punish “the smart money” by pushing the price of GameStop, a widely shorted stock, from $19 to $325 (as of this writing). As the saga continues to […]
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Blog

Distinguish Hot From Hype In Wealth Management Tech Investments In 2021

Vijay Raghavan November 23, 2020
We’ve seen technology shift the wealth management landscape for years. The global pandemic accelerated that shift as clients seek new ways to access their accounts, communicate with account managers, and manage their investments. To identify “The Top Wealth Management Technology Investments In 2021,” we interviewed more than 80 companies to determine which technology initiatives they […]
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Research Collection

Wealth Management Leaders: Review Your Marketing And CX Budgets In The Wake Of COVID-19

Vijay Raghavan November 13, 2020
Consider Spending Changes In Five Categories Post-COVID-19 Wealth management leaders know that the business effects of the COVID-19 pandemic will be with us for years. However, the consequences of the pandemic are not identical for all companies. Different industries, including wealth management, face disparate consumer trends, resource availability, and revenue potential during the pandemic and […]
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Blog

Predictions 2021: Wealth Management Firms Embrace Digital To Thrive

Vijay Raghavan October 21, 2020
The events of 2020 exposed both weaknesses and opportunities for wealth management firms. In 2021, forward-thinking firms will not only meet these challenges, but will move beyond them.
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Blog

Three Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

Vijay Raghavan April 20, 2020
The wealth management industry is undergoing a digital transformation, and firms are turning to digital wealth management platforms (DWMPs) to accelerate their initiatives. In “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020” report, we identified the 13 most significant digital DWMP providers, which we evaluated across 26 criteria. We define a DWMP as: An […]
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Blog

COVID-19 Tests Wealth Management Firms In Three Critical Areas

Vijay Raghavan March 26, 2020
COVID-19 uncertainty is causing massive swings in the stock market, showing the importance of three critical areas for wealth management firms: the performance of robo-advisor platforms; communication between advisors and their customers; and the importance of reliability and trust. Specifically: Robo-advisors are being put to the test. Platforms like Schwab Intelligent Portfolios and Betterment need […]
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Blog

Morgan Stanley Grows Its Brokerage Business With E-TRADE Acquisition

Vijay Raghavan February 20, 2020
Morgan Stanley announced today that it is acquiring discount broker E-TRADE for $13 billion, bringing 5.2 million new customer accounts and $360 billion in assets in the biggest takeover of a US bank since the financial crisis. The acquisition will transform Morgan Stanley from a bank that primarily relied on investment banking, trading, and wealth […]
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Blog

Charles Schwab’s Acquisition Of TD Ameritrade Spells Further Consolidation In The Brokerage Industry

Vijay Raghavan November 22, 2019
The story of how Charles Shwab's potential acquistion of TD Ameritrade came to be and what to expect from the fallout.
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Blog

Digital Wealth Management Platforms Improve CX And Financial Advisor Productivity

Vijay Raghavan November 19, 2019
Get the low-down on what digital wealth management platforms (DWMPs) do and three reasons why they're worth it.
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Blog

Zero Trading Fees Are Here — So Are Significant Market Cap Losses

Vijay Raghavan October 4, 2019
The correct response to digital disruption is not to engage in price wars but to strengthen customer experience.
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Blog

The Future Is Unwritten: Writing The Future Of Financial Advice

Vijay Raghavan August 1, 2019
Weigh in on how financial advice will change over the next 5-10 years.
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Blog

Robo-Advice Claims Another Victim: FORR in 3 Video

Oliwia Berdak June 7, 2019
In this episode of our video blog series FORR in 3, Vijay Raghavan and I discuss the challenges of robo-advice, some of the latest failures in this space, and what this means for a technology market that has seen over $2 billion of investment in the last decade. For more insights, Forrester clients can check […]
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Blog

ISO Innovative Solutions For Today’s Investor Segments At The Upcoming 2019 In|Vest Conference

Vijay Raghavan May 28, 2019
At the In|Vest Conference, will large incumbents debut strategies to better serve the four distinct investor segments?
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Blog

Biometrics, Digital Decisioning, And APIs: These Are The Droids Investment Firms Are Looking For!

Vijay Raghavan April 8, 2019
Wealth management firms are leveraging emerging tech to create differentiated, valuable investor experiences. Read how.
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Blog

“Alexa, Did Any Of My Clients Add Cash Last Week?”

Vijay Raghavan March 11, 2019
Thanks to emerging technologies, financial advisors can connect with clients with greater frequency and efficiency. We list three technology classes that are enhancing the industry.
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Video

Wealth Management Firms: You Need Videos On Your Websites And Apps

Peter Wannemacher January 31, 2019
When digital channels such as websites arrived, they were designed in large part as “pieces of paper” delivered on a computer screen (thus, the still-widely-used term “web page”). But the human brain wasn’t wired to slog through big blocks of text, so millions of websites (and now mobile apps and other digital interfaces) are currently […]
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