Topic Overview: North American Retail Financial Services

February 2nd, 2007

Bruce Temkin

With contributors:

Mary Pilecki , Bill Doyle , Brad Strothkamp , Catherine Graeber

Summary

Forrester's North American retail financial services research helps eBusiness, product management, marketing, and customer experience executives understand emerging trends in both consumer attitudes and technology. Our research spans banking, brokerage and wealth management, and insurance sectors. Key topic areas include the role of the Internet in the research and purchasing of financial products, the use of different channels for managing financial accounts, the needs of affluent and mass-affluent consumers, the shifts in attitudes and behaviors across generations, and the development of cross-channel business processes.

Want to read the full report?

This report is not available for purchase at this time.

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.