Insights
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Maximizing Financial Services CRM Value: Strategic Alignment And AI Adoption
A modern CRM is core to connecting organizational silos to drive customer and business value. Today, CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes modern CRM an indispensable tool for financial services firms aiming to enhance customer experience, streamline operations, and drive growth. […]
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You Can’t Handle The (Consumer Personalization) Truth!
Covering the incredibly broad topic of consumer personalization means encountering a hodgepodge of client questions and terminology. In our new report The Truth About Consumer Personalization, we examine three common assumptions about personalization and convert them into three realities.
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The Future Of Digital Experiences: A Human-Centered, Empowering Journey
Emerging technologies are transforming digital experiences, which are evolving to become more human-centered, assistive, anticipatory, and agentic.
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Six Key Findings From My First 60 Days As Forrester’s DAM Analyst
The opportunities are vast for both digital asset management (DAM) vendors and users. Learn six capabilities that are increasing their fidelity and will likely have a big impact on the future of digital experiences.
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Ask, Don’t Interrogate: Best Practices For Collecting Zero-Party Data
As more privacy regulations and consumer tools emerge, the challenge for brands is how to ask consumers for data in a way that is user-friendly and encourages them to share their information. Get an example on how to collect zero-party data in this preview of a new report.
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Build Effective Personas To Drive Empathy
At their best, personas elicit empathy, help teams prioritize, and drive human-centric decision-making. Many fall short of this. Learn about the qualities of effective personas — and attend CX Summit North America to get a deeper dive and practice improving your own.
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It’s Time To Define Your Professional Existence And Articulate Your Story
The urgency of telling your story as a data or technology leader within the current corporate landscape cannot be overstated. As we navigate these turbulent times, the ability to articulate your professional identity clearly and compellingly has emerged as a critical lifeline. Let this be the moment you choose to define your existence within your organization and beyond.
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New Contract, Who Dis? Why B2B Personalization Drops Off After The Sale And How To Fix It
Personalization can take many forms, including delivering relevant, customized content, driving segmentation, and drawing on persona, role, geographical, and behavioral information to create great customer interactions. B2B firms should spend more time personalizing postsale customer engagement.
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2025: The Digital Banking Landscape Is Poised For Another Transformative Year
Leading banks are leveraging mature and emerging technologies, customer insights, and data to enhance customer experience, increase customer engagement, and drive business growth.
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Key Insights From The Forrester Wave™: Experience Optimization Solutions, Q4 2024
Adding or improving digital experience is a top priority for organizations looking to improve their customer experience. Learn how experience optimization solutions can help do this by ingesting and analyzing data to generate insights and deliver personalized digital experiences.
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Getting Smart On Content Intelligence
Content intelligence provides a data-based framework for marketers to harness predictive and generative AI to uncover buying signals and exchange value with buyers and customers through the differentiated experiences they demand.
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Consumers Are Lukewarm About Your Company’s Personalization Efforts
Many companies think consumers want personalized interactions which isn't always the case. What consumers want is relevancy and value. Learn how Forrester’s four dimensions of customer value can help your company deliver.
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Retailers, Reward Loyalty With Value-Based Personalization This Holiday Season
Retailers: understand the fundamentals of value-based personalization in this Forrester blog by analyst Jessica Liu and researcher Cole Walsh.
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The Future Of Banking: By 2030, Banking Will Be Invisible, Connected, Insights-Driven, And Purposeful
In the rapidly evolving financial landscape, banks are facing challenges that require them to adapt and innovate. But amidst all these changes, the importance of trust remains constant. Trust is the foundation upon which successful banking relationships are built, and it will continue to be a crucial factor in shaping the future of the industry. […]
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Reshaping Banking In The Age Of AI: Embracing Trust, Innovation, And Customer Obsession
Once again, the banking industry is on the cusp of transformative changes. AI and generative AI (genAI) technologies have the potential to enhance customer relationships, deliver personalized digital experiences, augment customer service, and combat fraud. But they also have the potential to shift the mindset of banking from a product-centric to a relationship-centric approach and […]
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Consumers, Meet Your Virtual Match: Your Digital Double
Imagine if you could build an algorithm that makes algorithms work for you. You may not have to wait much longer.
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The Critical Role Of Campaign Content Strategy
In B2B marketing, the creation and execution of content strategies often fall short of their potential. What's missing is a crucial element: a cohesive strategy that underpins the entire content framework. Join us at B2B Summit North America to help remedy the issue.
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Balancing Personalization & Optimization In Commerce Search
Learn how to balance customer expectations and business needs with commerce search.
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For Measuring Your Personalization Programs, The Number Of The Day Is … Three!
“Hey, Count von Count, how do I know if my personalization strategy is working?” It’s difficult for companies to assess because they often measure myopically at the individual point of interaction. But personalization tactics are numerous and diverse across a company, requiring a holistic approach to measurement for a complete view of personalization efforts. Source: […]
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Invisible Experiences: Anticipate Customer Needs With Real-Time Interaction Management
Imagine having a butler who anticipates and serves your needs. Just as Alfred faithfully supports Batman, your personal assistant earns your trust through silent understanding. Now think of this relationship in terms of your experiences with brands. Do those experiences feel invisible and immersive? In Gotham City, Alfred ensures that Batman’s utility belt is always […]
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