Essentials Report

Topic Overview: North American Retail Financial Services

February 2nd, 2007
With contributors:
Mary Pilecki , Bill Doyle , Brad Strothkamp , Catherine Graeber


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.

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