Best Practice Report

Injecting Next-Generation Thinking Into Your Financial Services Acquisition Website

Technology Is Just Part Of The Answer To Building A Next-Generation Sales Site

March 14th, 2011
Brad Strothkamp, null
Brad Strothkamp
With contributors:
Benjamin Ensor , Beth Hoffman

Summary

The next generation of online financial services sales needs more of a change in thinking and approach than a change in technology. Forrester believes the next generation of online sales in financial services will include the addition of an online merchandiser role on the eBusiness team, a rethinking of the approach to website information architecture, greater use of technologies like site search and rich Internet applications, and the extensive use of analytics — both direct and inferred — to drive sales success.

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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.