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.

Insights

Blog

APAC Predictions 2023: Financial Services Firms Look To New Drivers Of Growth Amidst Uncertainty

Zhi Ying Barry November 10, 2022
Learn how financial services firms in the Asia Pacific region will brace for tougher geopolitical and economic conditions ahead.
Video

Predictions 2023: Payments Players Focus On Fundamentals

Lily Varon November 10, 2022

Tackle 2023 With Bold Action & Clear Focus

Get our Predictions 2023 Guide to see the 12 big-impact dynamics that leaders will have to navigate in the coming year.

Blog

Customer Trust Was Weak Across US Financial Services Brands In 2022

Alyson Clarke November 8, 2022
How well did US financial services firms rank in terms of customers’ trust in 2022? Our new research reveals the scores and rankings of 54 US brands across auto and home insurance, banking, credit card issuers, and investment firms, analyzed as part of Forrester’s US Financial Services Trust Index, 2022. Overall, customer trust was relatively […]
Blog

Financial Services Firms Need To Learn How To Earn Customers’ Trust

Alyson Clarke November 8, 2022
Winning trust is imperative to financial services firms' success. Yet it's lacking, Forrester’s Financial Services Customer Trust Index shows.
Blog

Banking Functionality Doesn’t Differentiate Banking Software Anymore, But Technology And Ecosystems Do

Jost Hoppermann November 7, 2022
Functionality in retail and corporate banking is not highly differentiating anymore. In the future, only those that can support partner solutions in their ecosystem seamlessly can fully cope with banking industry’s expanding requirements.
Blog

Predictions 2023: Banks Will Batten Down The Hatches But Prepare For The Upturn

Alyson Clarke November 1, 2022
Inflation, rising interest rates, and the war in Ukraine are creating a challenging landscape for the banking sector, yet wise firms will invest with the long term in mind.
Blog

APAC Predictions 2023: Resilience In Payments

Meng Liu October 31, 2022
In 2023, the payments industry in APAC will turn away from envelope-pushing experiences and focus on modernizing its infrastructure. Learn more.

See Why 2023 Fortune Favors The Bold And Focused

Explore our 2023 Predictions to see where strategies are shifting – and where opportunities for bold moves exist.

Blog

How Exploration Drives Breakthrough Digital Business Strategies

Peter Wannemacher October 26, 2022
A confluence of factors makes digital business inherently fast-moving. Systems of exploration can help digital business strategies evolve and drive growth. Learn more.
Blog

Meet The New Analyst Covering AI And Insurance: Indranil Bandyopadhyay

Indranil Bandyopadhyay October 5, 2022
New Principal Analyst joins Forrester in the areas of financial service, focusing on insurance and data, AI, and ML.
Blog

Four Key Takeaways From The 2022 State Of Retail Payments Survey

Lily Varon September 29, 2022
Four in five software decision makers at US retail companies are adopting or plan to adopt payments software in 2022, Forrester data shows.
Blog

Trends Shaping The Next Generation Of Retail Consumer Banking

Alyson Clarke September 21, 2022
Banks around the world are bracing themselves for tougher economic conditions amidst record inflation, rising interest rates, and the war in Ukraine. Forrester has been tracking shifts in retail consumer banking to help banks better understand how to adapt to — and capitalize on — these shifts. Here are some of the key trends Forrester […]
Blog

How Should Financial Services Respond To The Cost-Of-Living Crisis?

Aurelie L'Hostis September 20, 2022
Banks should address the current, intense cost-of-living pressures as they did the pandemic — with empathy, flexibility, and creativity.

Drive Engagement With Your Digital Experiences

A five-step breakdown of how to get customers to embrace new digital experiences.

Blog

US Banking CX In 2022: Who Does It Well And Why It Matters

Alyson Clarke August 16, 2022
For a large multichannel bank, a 1-point improvement in its CX Index™ score can lead to an incremental $123 million in revenue. For a direct bank, it can lead to an incremental $92 million in revenue. Discover the results of the 2022 CX Index™ for US banks.
Blog

The Ever-Expanding Reach Of India’s Unified Payments Interface (UPI)

Pushpa Marwal August 10, 2022
India’s Unified Payments Interface (UPI) continues to grow at a breakneck pace. As per a recent news article, this year’s transaction volume and value have virtually doubled compared to the previous year, rising 99% in volume and 90% in value. In some ways, UPI has transformed India’s digital economy and has accelerated the country’s transition […]
Blog

Productivity And Customer Focus Are Top Of Mind For German Manufacturers And Financial Services And Insurance Providers

Christina Schmitt August 5, 2022
In reviewing the new Forrester Marketing Survey, 2022, where we have asked marketing executives globally about their opinions on marketing strategy, interesting insights have been captured. Looking at the growth strategies and marketing priorities of B2B organisations for 2022, differences in their marketing strategies are clearly displayed, especially when comparing regions or industries. Putting a […]
Blog

Australian Mobile Banking Apps Are Put To The Test As Consumers Grapple With A Volatile Economic Climate

Zhi Ying Barry August 4, 2022
(Written by Seles Sebastin, Riccardo Pasto, and Zhi-Ying Barry) We live in a turbulent world. While the Australian economy is set to continue its (albeit bumpy) recovery with a record-low unemployment rate, a resurgence of COVID-19 cases and severe flooding have led to work stoppages and left many communities economically vulnerable. Australian consumers also face […]
Blog

Invest In The Right Technologies To Improve Your Customers’ Financial Well-Being

Aurelie L'Hostis June 10, 2022
The Forrester Financial Well-Being Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm’s investment approach to these technologies.

Design Better Chatbots

Here's how to create chatbots that customers will love.

Blog

The BNPL Opportunity For Banks: How To Tap Into This Growing Market

Alyson Clarke May 17, 2022
The “buy now, pay later” (BNPL) market is hotter than ever. With a strong presence on major retailers’ websites and increasing brand awareness among consumers, BNPL is receiving growing attention from the world’s top banks, lenders, and credit card providers. While the concept is nearly a century old, Forrester has been tracking the “reemergence” of […]
Blog

The Time To Act On Inclusive Finance Is Now

Aurelie L'Hostis May 17, 2022
To drive inclusive finance, financial services firms need to offer suitable, accessible, fair, and equitable (SAFE) financial products and services.
Blog

The Top Tech That Will Win Over Banks In 2022

Jost Hoppermann April 29, 2022
Banks are investing in a wide range of emerging technologies. Not all have equal potential today. Find out what’s hot and what’s not.
More posts