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For eBusiness & Channel Strategy Professionals

Build A Strategic Plan By Designing For Bank Customers' Mobile Moments

September 30, 2015

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This is the Strategic Plan report in The Mobile Banking Strategy Playbook For 2016.

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Why Read This Report

Mobile strategies fail when firms fail to understand customers or outline clear business objectives. eBusiness and channel strategy executives at banks should document strategic plans that all stakeholders — marketing, product teams, technology management, and lines of business — agree on. This report answers two essential questions: How do we build a strategic plan, and what should be in that strategic plan? It also includes our mobile banking initiative checklist, designed to help eBusiness teams avoid common mistakes and succeed in mobile banking. This is an update of a previously published report; Forrester reviews and updates it periodically for continued relevance and accuracy, and substantially revised it to reflect new research as of September 2015.

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Timely and relevant, Forrester's RoleView research aligns to 13 leadership roles across business and technology management. Our expertise in customer experience, mobile, digital business, and big data will help your teams win in the age of the customer. Contact us to learn more.

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Table of Contents

  • A Strategic Plan Can Make Or Break Your Bank's Mobile Success
  • Take A Systematic Approach To Strategic Planning
  • Establish A Checklist Policy For Implementing Your Strategy
  • RECOMMENDATIONS

  • Take Nothing For Granted: Anticipate Failures And Common Pitfalls
  • Supplemental Material
  • Related Research Documents

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