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.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).