Search Results

• Webinar The State Of SMB Banking, 2021

  Thursday, February 11, 2021, 11:00 a.m.-11:40 a.m. Eastern time (16:00-16:40 GMT) | Aurelie L'Hostis

  Small and medium-size businesses (SMBs) remain underserved by traditional financial services providers. Many have been severely hit by the COVID-19 pandemic crisis and need to build resilience to...

• Webinar Forrester's 2020 Review Of European And UK Banks' Mobile Apps

  Insights, Best Practices, And Lessons Learned

  January 26, 2021 | Karine Cardona-Smits, Luis Deya

  For millions of people, mobile apps have become the hub of their banking relationship and the starting point for many financial decisions and activities. To gauge how effective and easy different...

• Report Best Practices In Indian Mobile Payment Apps

  January 21, 2021 | Arnav Gupta

  In 2019, Forrester conducted a Forrester Wave™ evaluation of Indian payment apps, assessing the functionality and user experience (UX) of the top Indian payment app providers. However, these apps...

• Report The Forrester Digital Experience Review™: US Investing Websites, Q4 2020

  Fidelity Leads With A Breadth Of Functionality, While TD Ameritrade Delivers A Strong User Experience

  December 29, 2020 | Vijay Raghavan, David Truog

  Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we...

• Report The Forrester Digital Experience Review™: Global Mobile Banking Apps Summary, 2020

  Benchmarks: The Digital Banking Strategy Playbook

  December 28, 2020 | Peter Wannemacher, Gina Bhawalkar, Karine Cardona-Smits

  Mobile apps have become the touchpoint of choice for millions of banking customers to manage their finances. With expectations rising, digital banking teams know they need to continuously iterate...

• Report Forrester Infographic: Financial Well-Being Is The Key To Loyalty For Chinese Banks

  December 28, 2020 | Meng Liu, Arnav Gupta

  Customer loyalty and retention have traditionally been a challenge for incumbent banks. Recent Forrester Analytics Consumer Technographics data reveals the reasons behind customer churn and the...

• Report Singapore Banking Customers Prefer Hybrid Experiences

  Delight Customers With The Best Of Both Worlds: Digital And Physical

  December 18, 2020 | Tom Mouhsian

  Our annual CX Index and financial services studies offer fresh perspectives on what customers like, trust and prefer. In this report, we focus on customer experiences that take place in both...

• Report Research Overview: Financial Well-Being

  A Guide To Our Financial Well-Being-Related Research

  December 15, 2020 | Aurelie L'Hostis

  Sustainable finance has become an imperative. Promoting customers' financial well-being is a great opportunity for financial services firms to drive customer engagement, create new value, and...

• Report Research Overview: Personalization

  A Guide To Our Personalization-Related Research

  December 11, 2020 | Rusty Warner, David Novitzky

  B2C marketers strive to deliver relevant, personalized customer experiences. But heightened customer expectations, conflicting business goals, overlapping technologies, and execution challenges...

• Report The Forrester Digital Experience Review™: Hong Kong Banking Sales Mobile Sites, Q4 2020

  Hong Kong Banks Need To Better Help Prospects Choose And Apply For Banking Products

  December 9, 2020 | Meng Liu, Riccardo Pasto

  Current accounts are central to a customer's relationship with their primary bank, and increasing numbers of customers are using their mobile phone to find, research, and apply for new current...

• 

  Webinar Customer Experience Predictions 2021: Trust And Zero UI

  December 9, 2020 | David Truog, Tristan Back

  Customer experiences (CX) and the work of the people who create them evolve continually, but the pandemic has been changing CX faster than ever — and those changes will accelerate in 2021....

• Forum Technology & Innovation Global

  Adapt To Win

  November 4, 2020 | Live Virtual Experience | Liz Herbert, Matthew Guarini, Brian Hopkins

  In today’s business environment, change is constant. Technology, customer expectations, workforce issues, and economic factors are continually evolving. To thrive in this environment,...

• 

  Webinar What's Hot And What's Not In Wealth Management Tech For 2020

  October 14, 2020 | Vijay Raghavan

  In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...

• 

  Webinar Industry Lens: Tech Titans In Banking

  September 25, 2020 | Fiona Swerdlow, Alyson Clarke

  Join Forrester principal analyst Alyson Clarke for the second in our three-part "Industry Lens: Tech Titans" webinar series. Episode 2 focuses on how tech titans such as Apple, Google, and others...

• Forum Summit Asia Pacific

  The must-attend event for B2B & B2C marketing and CX leaders

  September 1, 2020 | Live Virtual Experience | Frederic Giron

  The combined power of Forrester and SiriusDecisions has unleashed a new energy into the products and services available to both the B2B and B2C community. By harnessing this energy, we are bringing...

• 

  Webinar The Future Of Endpoint Management And Security Is Now

  September 1, 2020 | Andrew Hewitt, Chris Sherman

  The COVID-19 pandemic has accelerated the shift toward modern endpoint management and security. To improve scalability, business continuity, security, and digital employee experience, organizations...

• 

  Webinar Forrester's 2020 Reviews Of US And Canadian Banks' Mobile Apps: Insights, Best Practices, And Lessons Learned

  August 17, 2020 | Peter Wannemacher, Gina Bhawalkar

  Every year, Forrester reviews the mobile banking experiences on dozens of banks’ apps — a moving target, as customers’ expectations and digital disruptors’ offerings...

• Report The Forrester Digital Experience Review™: US Mobile Banking Apps, Q3 2020

  USAA And Bank Of America Lead With Valuable Features, While Digital Bank Brands Offer Strong User Experiences

  August 6, 2020 | Peter Wannemacher, Gina Bhawalkar

  For millions of Americans, mobile apps have become the hub of their banking relationship and the starting point for many financial decisions and activities. To gauge how effective and easy...

• Report The Forrester Digital Experience Review™: Canadian Mobile Banking Apps, Q3 2020

  The Big Five Canadian Banks Have Robust Mobile Apps But Need To Improve Their Feature Sets

  August 6, 2020 | Peter Wannemacher, Gina Bhawalkar

  For millions of Canadians, mobile apps have become the hub of their banking relationships and the starting point for many financial decisions and activities. To gauge how effective and easy...

• Report The State Of Chatbots In Financial Services

  Most Consumers Are Neither Interested Nor Comfortable Using Chatbots For Financial Activities

  August 5, 2020 | Aurelie L'Hostis, Peter Wannemacher, Luis Deya

  The hype surrounding chatbots remains high and COVID-19 has put pressure on customer service teams, but digital teams in financial services firms should remain wary of any push to roll out chatbots...

• Report Now Tech: P&C Claims Management Systems, Q3 2020

  Forrester's Overview Of 20 P&C Claims Management System Providers

  July 31, 2020 | Ellen Carney

  As a property and casualty (P&C) insurer, you use a claims management system to improve the claimant experience, boost efficiency through automation, and orchestrate recovery activities across the...

• Report The Future Of Banking Is Built On Trust

  Vision: The Digital Banking Strategy Playbook

  July 29, 2020 | Jacob Morgan, Alyson Clarke

  The economics of the next decade will challenge banks. COVID-19 has shifted the focus but will not dominate the future narrative. Leading banks are pivoting and rebooting their strategy —...

• Report The Forrester Digital Experience Review™: Australian Mobile Banking Apps, Q3 2020

  CommBank Is Australia's Overall Digital Experience Leader

  July 14, 2020 | Zhi-Ying Barry, Riccardo Pasto

  Mobile apps are the touchpoint of choice for Australians to manage their finances. To see how helpful mobile apps are to customers, we evaluated the mobile apps of the Big Four Australian banks and...

• 

  Webinar Turn To AI To Transform Personalization

  June 5, 2020 | James McCormick

  The latest AI technologies and data opportunities open the way for firms to disrupt and differentiate the way they digitally enhance and personalize experiences. Watch this webinar to explore the...

• Report Best Practices: Web Chat For Investors

  What Real Investors Say About Web Chat Experiences

  May 28, 2020 | Jennifer Wise

  Investment firms aim to offer web chat experiences that meet investors' expectations and drive use of the channel. To see how they stack up, we assessed the chat feature on eight investment firms'...