Decision Tool

The Forrester Corporate Online Banking Functionality Assessment

January 13th, 2023
Pushpa Marwal, Analyst
Pushpa Marwal Analyst
With contributors:
Oliwia Berdak , Ashutosh Sharma , Andrew Pelletier , Arjun Kalra , Ellen Lind

Summary

Corporate banking portals are a major aspect of banks’ offerings to corporate customers. Enterprise customers’ expectations of banks have increased in recent years, indicating a need for additional capabilities to enhance transactions and services. To provide a great customer experience, banks must offer useful functionality in seven categories: onboarding and security; dashboard and reporting; setup and user management; products and services; assisted service features; self-service features; and marketing and sales. This assessment helps corporate banks gauge the quality of their online banking experience and recommends actions they can take to improve it.

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