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As the coronavirus dominates the global headlines, businesses should take both defensive and strategic actions—focusing on customers, employees, and brand. Read more »

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  • Report What You Need To Thrive In Autonomous Finance

    Companies Looking To Win Customers And Make Money With Autonomous Finance Offerings Will Need Distinct Capabilities And Competencies — And They'll Need To Own Certain IP
    April 12, 2021 | Peter Wannemacher

    Early in 2020, Forrester predicted a move away from financial products, with the onus to use them effectively on the customer. In their place, we see tools using algorithms and AI technologies to...

  • Report Prioritize Search, Alerts, And Card Management To Improve Your Mobile Banking Apps

    Focusing On Certain Mobile Features Can Give US And Canadian Banks The Most Bank For The Buck (Get It?)
    February 8, 2021 | Peter Wannemacher

    Your mobile banking app could be better. The reality for most providers is that mediocre or poor mobile experiences frustrate your customers, inhibit brand differentiation, and act as a drag on...

  • Report Build A Dynamic Digital Banking Roadmap

    Roadmap: The Digital Banking Strategy Playbook
    January 22, 2021 | Peter Wannemacher

    Digital business leaders at banks must have both a vision of the future and a strategic plan for getting there. But moving from vision to action is never easy. Banks need a roadmap that lays out...

  • Webinar The Impact Of COVID-19 On Financial Services And Insurance

    As COVID-19 spreads throughout the world, financial services firms and insurers are feeling the impact. From a flood of customer queries around insurance coverage or pleas for repayment holidays to...

  • Report The Dawn Of Autonomous Finance

    Algorithm-Driven Services Will Reshape Finance
    March 18, 2020 | Oliwia Berdak, Peter Wannemacher

    People's lives are becoming ever more automated as millions of algorithms make decisions and take actions on consumers' behalf. This shift toward autonomous services is starting to happen in...

  • Report Help Customers View And Manage Statements In Digital Banking

    Digital Feature Fix: Build A Central Document Delivery Hub For Your Apps And Websites
    October 15, 2019 | Peter Wannemacher, August du Pont

    Many banks have poor or nonexistent digital delivery capabilities — including the ability to view and manage eStatements, eBills, and other documents — on their website or mobile app. This brief...

  • Report The Future Of Small Business Banking

    Bank Brands Will Fade As Their SME Products Become Components In Other Companies' Ecosystems
    September 24, 2019 | Peter Wannemacher

    Banking for small- and medium-sized businesses is being disrupted by dozens of new entrants such as MYbank, Square, Stripe, Tide, and Xero that offer small- and medium-sized enterprises (SMEs) a...

  • Report Disruptors Are Helping Customers With Shared Finances While Most Banks Sit On The Sidelines

    People's Interpersonal Financial Relationships Are Complex, But Digital Products And Services Are Revealing Unmet Needs And Opportunities
    August 2, 2019 | Peter Wannemacher

    Shared finances, defined as any situation in which a person acts as an observer of, partner in, or proxy for another person's finances, are an important but often unmet need for millions of...

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