Search Results

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  Webinar Wealth Management Predictions 2021

  Firms Embrace Digital To Thrive

  January 14, 2021 | Vijay Raghavan, David Hoffman

  We will remember 2020 for COVID-19: The pandemic permanently changed the ways customers seek advice and how financial advisors dispense it. As the lockdown began, consumers did not have access to a...

• Report Forrester Infographic: Understanding Today’s Chinese Investors

  January 7, 2021 | Meng Liu, Vijay Raghavan

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services or optimize customer engagement models....

• 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...

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  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...

• Report Investing Website Best Practices For 2020

  Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™

  April 15, 2020 | Jennifer Wise, Vijay Raghavan

  The website is the dominant digital touchpoint for US investors, so it's critical for digital leaders at investment firms to elevate their web experiences to win, serve, and retain their investors....

• Report The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

  The 13 Providers That Matter Most And How They Stack Up

  March 26, 2020 | Vijay Raghavan

  In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design...

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  Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

  March 9, 2020 | Vijay Raghavan, Jennifer Wise

  The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

• Report The Future Of Work In Wealth Management

  Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills

  March 2, 2020 | Vijay Raghavan, J. P. Gownder, August du Pont

  Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the...

• Report The Forrester Investing Wave™: US Websites, Q4 2019

  Firms Must Optimize Their Site's Functionality And Experience Design To Help Investors Access Information

  December 12, 2019 | Vijay Raghavan, Jennifer Wise

  The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

• Report The Impact Of Emerging Technology In 2030 On mCommerce Experiences In Wealth Management

  December 4, 2019 | Vijay Raghavan, Oliwia Berdak, Julie Ask

  Future wealth management services will be more natural, personalized, and contextually relevant. Mobile experiences in wealth management will be fueled by emerging technologies and customer-focused...

• Report Now Tech: Digital Wealth Management Platforms, Q4 2019

  Forrester's Overview Of 24 Digital Wealth Management Platform Providers

  November 14, 2019 | Vijay Raghavan

  You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-gen capabilities to your financial...

• Report Predictions 2020: Wealth Management

  Wealth And Investment Firms Will Get Creative To Protect Their Revenues

  November 5, 2019 | Vijay Raghavan, Zhi-Ying Barry, Alyson Clarke

  Wealth and investment firms are buffeted by forces largely beyond their control. In 2020, as fears over the end of the equity bull market and climate-change-related risks reach a peak, executives...

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  Webinar Understanding Today's US Investors: Are Your Customers Delegators, Validators, Self-Directed, Or Disengaged Investors?

  October 2, 2019 | Vijay Raghavan

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Attract And Retain Self-Directed Investors With Robust Trading Platforms

  Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools

  August 6, 2019 | Vijay Raghavan, August du Pont

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Win Over Delegators With Reliable Financial Advice

  Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies

  August 6, 2019 | Vijay Raghavan, August du Pont

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Win Over Validators With Investment Advice And Self-Service

  Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success

  August 6, 2019 | Vijay Raghavan, August du Pont

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Understanding Today's US Investors

  Use This Updated Investor Segmentation To Guide Your Digital Business Strategy

  August 6, 2019 | Vijay Raghavan

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Win Over Disengaged Investors With Affordable Retirement Plans

  Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice

  August 6, 2019 | Vijay Raghavan, August du Pont

  Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

• Report Improve Investor Experiences With These Technology Building Blocks

  Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes

  April 3, 2019 | Vijay Raghavan

  Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees,...

• Report The Race To Zero Fees In Investment Management

  Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors

  March 6, 2019 | Vijay Raghavan

  Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...