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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 Forrester Infographic: Insurtech Funding Roundup, Q1 2021

    June 21, 2021 | Jeffery Williams

    Insurtechs spur innovation across the insurance value chain. Incumbents shouldn't stand still as these nimble, digitally conscious startups disrupt insurance marketplaces or bring capabilities that...

  • Report How To Succeed With Marketplace Business Models In Financial Services

    Hint: Build A Collaborative Business Model Strategy
    April 12, 2021 | Jacob Morgan

    The financial services industry is already responding to platform-driven change, of which the marketplace approach is the most likely winner. This report distills best practices from firms at the...

  • 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 The 10 Core Competencies You Need To Be Future Fit

    April 6, 2021 | Brian Hopkins, Bobby Cameron, Patrick Carroll

    You need to be future fit to deliver great experiences for your customers and employees. To help you understand how to become future fit, we examined our North American 2020 Future Fit Technology...

  • Report The Forrester New Wave™: Open Banking Intermediaries, Q1 2021

    The Nine Providers That Matter Most And How They Stack Up
    March 17, 2021 | Jacob Morgan

    In Forrester's evaluation of the emerging market for open banking intermediaries, we identified the nine most significant providers in the category — Bud, Fabrick, ndgit, Plaid, Salt Edge, TESOBE,...

  • Report The State Of Open Banking In Japan

    Japanese Banks Need To Clarify Their Role In An Open Banking Future
    September 24, 2020 | Meng Liu

    Japan is adopting an organic approach to open banking. Although it's not mandatory, leading Japanese banks and financial technology (fintech) firms have started experimenting with APIs to build...

  • 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 New Tech: Open Banking Intermediaries, Q2 2020

    Forrester's Landscape Overview Of 35 Providers
    June 2, 2020 | Jacob Morgan

    Open banking requires that banks make their services available to third parties; however, differing standards, specifications, and deployments result in the need to resolve complexity across...

  • Forum CX Sydney

    The Time Is Now: Lead With Experience
    April 30, 2020 | Virtual Event | Michael Barnes

    CX and marketing exist to win, serve, and retain customers. But silos and miscommunication keep this power duo from reaching their full potential. For this reason, we’ve made collaboration...

  • Report The Evolution Of Digital Banking Platform Architecture

    How Connected Instances Of Digital Architectures Can Help Banks Prepare For The Future
    April 6, 2020 | Jost Hoppermann

    Most banks talk about transformation and their individual plans for that transformation. Nevertheless, banks' application landscapes are not yet in a shape that would allow them to cope with the...

  • 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 Use Banking Software In The Cloud To Increase Agility And Improve Economies Of Scale

    A Mix Of Real And Perceived Obstacles Hampers SaaS-Like Deployments In Banking
    March 6, 2020 | Jost Hoppermann

    Few financial services firms today leverage the agility and economies of scale of software-as-a-service (SaaS). But it's not because of a lack of available options; technology teams at banks in...

  • Report Forrester Infographic: Go Beyond Just AI And APIs For Financial Services Tech Innovation

    February 27, 2020 | Jost Hoppermann

    Financial services teams should be aware of their peers' investment priorities and key areas of innovation if they want to keep up. This infographic provides an overview of innovation and...

  • Report Forrester Infographic: SaaS Faces Obstacles In Financial Services

    Financial Services Firms Are Reluctant To Nab Key Tech Opportunities
    February 13, 2020 | Jost Hoppermann

    Banks and other financial services firms have already used software-as-a-service (SaaS) for horizontal solutions like CRM and HR. However, SaaS in financial-services-specific (vertical) deployments...

  • Report Q&A: How Digital Consumer Lenders Are Disrupting Finance In India

    Digital Consumer Lenders Are Expanding The Market To Serve New Borrowers And Drive Growth
    January 22, 2020 | Arnav Gupta, Sanjeev Kumar

    In India, startups are using digital technology to improve consumer lending; they offer quick loans to borrowers with no credit history by using alternative data sources, continuously honing their...

  • Report How To Use Platform Business Models In Financial Services

    Driving Innovation With Platform-Based Strategies
    August 7, 2019 | Jacob Morgan

    Platform business models (e.g., Alibaba, Amazon, and Apple) dramatically improve growth and drive better outcomes for customers. Platform business models also require substantial collaboration with...