eCommerce

eCommerce refers to activities in which businesses — or consumers — use the Internet to identify supplies, select products and services, complete financial transactions, and/or obtain services. Delivery may occur online or outside of the Internet. Research coverage includes eCommerce platforms and technologies and mobile eCommerce.

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65 results in Reports

  • eCommerce
  • Bill Doyle
  • For eBusiness & Channel Strategy Professionals

    Report:Ten Must-Have Features For Secure Client Sites Of Investment Firms

    Best Practices From The Authenticated Websites Of Leading US Wealth And Asset Management Firms

    Getting the secure client site right is crucial to the success of investment firms today: Web access on a personal computer is overwhelmingly the touchpoint of choice for US investors who want to see...

    • Downloads: 557
  • For eBusiness & Channel Strategy Professionals

    Report:Ten Must-Have Features For The Public Sites Of Investment Firms

    Best Practices From The Public Websites Of Leading US Wealth And Asset Management Firms

    The Web is now the most popular channel for US consumers researching investment products: More buyers of products like individual retirement accounts (IRAs), mutual funds, and exchange-traded funds...

    • Downloads: 593
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Vanguard's Personal Advisor Will Transform The Financial Advice Business

    Compelling New Service Will Disrupt The Wealth Management Industry By Blending Human And Digital

    Vanguard's Personal Advisor Services exploits digital technology to bring personal guidance from a financial advisor for an annual fee of just 0.30% of a client's managed assets. Even before its...

    • Downloads: 203
  • For B2C Marketing Professionals

    Report:How To Reach US Investors

    What Different Investor Segments Really Want

    This report, originally written for eBusiness and channel strategy professionals, includes content relevant to your role. Here's why: Forrester's investor segmentation and media consumption data can...

    • Downloads: 85
  • For B2C Marketing Professionals

    Report:Why US Investors Behave The Way They Do

    Segmenting US Investors, 2015

    This report, originally written for eBusiness and channel strategy professionals, includes content relevant to your role. Here's why: US investors comprise half of all online US adults — a vast...

    • Downloads: 88
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading A Digital Business Transformation

    Insights From The Front Lines At 3M, Bank Of America, And Walgreens

    The forces of digital disruption have reached critical mass, threatening every incumbent firm in every industry. Attendees at our Forum For eBusiness & Channel Strategy Professionals heard from...

    • Downloads: 455
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Schwab's Intelligent Portfolios Will Squeeze Other Investment Managers

    Top Custodian Unveils Aggressively Priced Robo-Advice Platform For Independent Advisors

    Two weeks after launching its direct-to-consumer digital investment manager, Charles Schwab has unveiled a version for independent Registered Investment Advisors (RIAs) and their clients. Like its...

    • Downloads: 132
  • For eBusiness & Channel Strategy Professionals

    Report:What Different Investor Segments Really Want

    Understanding US Investor Segments Through The Media They Consume

    Forrester segments investors based on two dimensions: investable assets and self-directedness. The combination yields nine discrete investor segments. Among other distinct characteristics, the...

    • Downloads: 147
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

    • Downloads: 183
  • For eBusiness & Channel Strategy Professionals

    Report:Segmenting US Investors, 2015

    Forrester's Segmentation Combines Self-Directedness And Investable Assets

    The new power of consumers means that a focus on the customer now matters more than any other strategic imperative. Customer segmentation allows firms to systematically understand and serve their...

    • Downloads: 182
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Threatens Wealth And Asset Management

    This Time It's Real: Incumbent Investment Firms Are Vulnerable To The Once-In-A-Generation Disruption

    Firms in the retirement, brokerage, wealth, and asset management industries have so far been spared the kind of disruption that has ripped through industries like music and publishing. That's about...

    • Downloads: 531
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: Digital Wealth Management Corrodes Traditional Firms

    Traditional wealth management firms have been insulated from the convulsive change brought by digital technology because their clients are older and barriers to entry are steep. But conditions are...

    • Downloads: 387
  • For eBusiness & Channel Strategy Professionals

    Report:What's The Secret To Wealthfront's Success?

    Growth Is Accelerating As The Digital Investment Manager Tops $1 Billion In Assets Under Management

    Wealthfront is the first digital investment manager to hit $1 billion in assets under management, and its growth is accelerating. What's creating this momentum? A simple, uncomplicated offer for a...

    • Downloads: 304
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Retirement Plan Advice

    Using Software To Provide Recommendations To Underserved Investors

    As workplace retirement savings plans in markets like Australia, the UK, and the US shift from guaranteed pensions to employee-directed retirement plans such as 401(k)s, the burden of retirement...

    • Downloads: 339
  • For eBusiness & Channel Strategy Professionals

    Report:Engage Investors With Game Mechanics

    Competition, Rewards Motivate Wealth Management Clients

    Consumers know that investing is important to their financial futures. But wealth management can be complex and involves deferring current spending for long-term benefits. To engage investors and...

    • Downloads: 245
  • For eBusiness & Channel Strategy Professionals

    Report:Digital Disruption Hits Retail Financial Services

    Disruptors Deliver Superior Customer Experiences At A Lower Cost

    Digital disruption has arrived in retail financial services. Banks, insurers, and wealth management firms are besieged by a wave of disruptors that aim to use digital tools to deliver superior...

    • Downloads: 984
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Social Investing

    Social investing platforms like Covestor, eToro, and wikifolio threaten to disrupt personal investing by bringing the wisdom of the crowd and the stock-picking of talented individuals to mainstream...

    • Downloads: 333
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Investment Managers

    Software-Based Startups Slash The Cost Of Managed Accounts

    Digital investment managers like Nutmeg in the UK and Betterment and Wealthfront in the US use the Internet to offer customized, diversified portfolios — also known as managed accounts —...

    • Downloads: 570
  • For eBusiness & Channel Strategy Professionals

    Report:Disrupting Finance: Digital Financial Advice

    The Budding Revolution In Free Or Low-Cost Financial Guidance

    Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement. Startups...

    • Downloads: 616
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading The Digital Business Revolution

    Insights From Keynote Speeches At Forrester's 2013 eBusiness And Channel Strategy Forum

    The forces of digital revolution have reached critical mass, threatening every incumbent firm in every industry. The 750 executives who gathered in Chicago in November 2013 for Forrester's Forum For...

    • Downloads: 482
  • For eBusiness & Channel Strategy Professionals

    Report:Weaning US Investors Off Paper Statements

    The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper...

    • Downloads: 209
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 659
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2013: Digital Wealth Management

    Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to...

    • Downloads: 958
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy Q2 2012: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Insurers, Investment Firms, And Credit Card Issuers

    When customers feel that a financial services firm acts in their best interest, they are willing to invest more, borrow more, and buy more products from that firm. We call this corporate trait...

    • Downloads: 568
  • For eBusiness & Channel Strategy Professionals

    Report:2013 Mobile Wealth Management Functionality Benchmark

    E-Trade And Fidelity Lead The Pack

    With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

    • Downloads: 757