financial services

Financial services firms are under pressure as more investors choose a self-directed approach and shift their money toward emergent fintech disruptors. Discover how financial services firms can evolve to stay competitive, win business, and leverage CX to succeed.

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Announcing The First Forrester Wave™ Evaluation Covering Enterprise Fraud Management Solutions In Asia Pacific

Meng Liu November 18, 2021
Following up the previously published Now Tech report, I’m excited to announce that The Forrester Wave™: Enterprise Fraud Management In Asia Pacific, Q4 2021 is now live. Forrester defines enterprise fraud management (EFM) as “a solution that integrates data from multiple payment and non-payment transaction processing systems, online portals, and threat information sources and provides transaction monitoring, risk […]
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Predictions 2022: Crypto And The Specter Of Inflation Loom Large In Wealth Management

Vijay Raghavan November 17, 2021
Traditional financial services firms will make non-traditional moves and look to innovate to stay competitive.
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Predictions 2022 Live

Chart a bold path to success in 2022. Hear our predictions for the year ahead.

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Lemonade’s Acquisition Of Metromile: Start Your Engines! The Race For Digital Insurance Supremacy Just Took A New Turn

Jeffery Williams November 10, 2021
Talk about timing. Last week, Lemonade revealed Lemonade Car, its entry into auto insurance. This week, it announced the acquisition of Metromile, one of the largest usage-based auto insurers in the world. Insurance technology (insurtech) M&A has been strong, but admittedly, I didn’t expect to see a transaction like this so soon. But I suppose […]
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Rethinking The “S” In ESG: The Inclusive Finance Imperative

Aurelie L'Hostis November 10, 2021
Forward-thinking financial services firms that foster digital equity and inclusive finance through innovation to drive sustainable growth will gain a competitive advantage and grow faster.
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Predictions 2022: Payments Gets The Hollywood Treatment

Jacob Morgan November 10, 2021

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Predictions 2022: Banks Will Double Down On Innovation

Aurelie L'Hostis November 2, 2021
To compete and survive in an increasingly unpredictable, post-pandemic world, banks will invest heavily in technology, talent, and sustainability in the coming year.
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Europe Predictions 2022: Insurance

Jeffery Williams October 26, 2021
Find out what Forrester predicts for insurance companies in 2022 and beyond.
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European Predictions 2022

Visit our resource hub to discover the key trends impacting European businesses in 2022.

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¿Dónde Se Encuentran Los Consumidores Mexicanos En El Espectro Del Bienestar Financiero?

Aurelie L'Hostis October 21, 2021
Incluso antes del inicio de la pandemia de COVID-19, los consumidores de México ya estaban enfrentándose a múltiples desafíos financieros y muchos se sentían preocupados por su situación financiera. La pandemia ha afectado aún más a las finanzas de los consumidores, y muchos carecen de resiliencia financiera y confianza en su futuro financiero. El bienestar […]
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How European Auto And Home Insurers Can Differentiate On Customer Experience

Oliwia Berdak October 18, 2021
Forrester surveyed customers of the 32 of the largest and most important auto and home insurance brands in France, Germany, Italy, Spain, and the UK about the quality of their experiences as a part of our European Auto And Home Insurers Customer Experience Index, 2021.
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APAC Countries Look To Strengthen Sustainable Finance Regulations

Diane Deng October 12, 2021
In APAC, vast political, economic, and social differences among countries pose an impact on sustainable finance regulations. Even for ESG factors that are easiest to measure and compare — carbon emission, for example — there are still no common goals in the region. Only China (pledged to become carbon-neutral in 2060), South Korea (2050), Japan (2050), New Zealand (2050), and Indonesia (2060) have set a net-zero target, leading to different approaches and progress in regulating sustainable finance activities.
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The European Union’s Sustainable Finance Regulation Jigsaw Is Almost Complete

Oliwia Berdak October 11, 2021
The EU has committed to becoming the first climate-neutral bloc in the world by 2050. Learn which regulations will support this transition.
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Banks Must Align Strategy And Technology To Succeed With Personalization

Aurelie L'Hostis October 7, 2021
Banks need a customer-led strategy to govern cross-functional personalization efforts and to determine the right technology investments.
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See the future and gain a competitive advantage for 2022

Discover 12 trends our research reveals will matter most next year. Download our Predictions 2022 Guide.

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Forrester’s 2021 Financial Services Architecture Survey Needs Your Input

Jost Hoppermann September 28, 2021
Banks and other financial services firms always ask: “What are the others doing?” They leverage the answer to this question to assess their overall strategic position, compare their key challenges with those of others, and plan for the transformation of their application landscape to a more powerful customer-centric approach. Source: Financial Services Firms Have Solid […]
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A Crack In The Garden Wall

Andrew Cornwall September 13, 2021
On Friday, US District Judge Yvonne Gonzalez Rogers released her ruling in the suit and countersuit by Epic and Apple. Neither party could claim complete victory. Epic was judged to have breached its contract with Apple (which it admitted) and now owes Apple more than $3.6 million. Apple escaped on almost all counts. The court […]
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Where Do UK Consumers Stand On The Financial Well-Being Spectrum?

Aurelie L'Hostis August 18, 2021
To help financial services firms understand where UK consumers stand on the financial well-being spectrum, Forrester surveyed 2,519 online adults in 2020.
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Where Do US Consumers Stand On The Financial Well-Being Spectrum?

Aurelie L'Hostis August 17, 2021
Forrester’s Financial Well-Being Segmentation helps firms better assess their customers’ level of financial resilience and attitude toward their financial situation.
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Connected Insurance: Reality Or Hype?

Jeffery Williams August 16, 2021
I speak often with clients about the role of technology in insurance. Of the many innovations we discuss, connected insurance may be the most polarizing. Connected insurance (CI) is nascent across most insurance lines. But evolving consumer preferences and increasing competition from digital-first startups require forward-thinking insurers to harness emerging technology and invest in CI […]
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Prevent A Loss, Save A Tree

David Hoffman August 16, 2021
Hard to believe we’re almost three quarters through 2021. Now seems as good a time as any to draw your attention to one of last year’s predictions on insurance. I really like our prediction that connected devices will drive a 50% increase in the usage-based insurance market. Why? Not because the odds of it happening […]
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Open Finance Will Reshape The Relationship Between Banks And Their Customers

Jacob Morgan August 11, 2021
Learn the two crucial factors that will determine the pace and scale of open finance's opportunity.
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Launching Forrester Tech Tide™: B2B Payments Research

Meng Liu August 5, 2021
Forrester is launching new research focusing on technology innovation in the B2B payments space. We are on the lookout for companies that are automating and adding value to B2B payments services, particularly those driving innovation.
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