Search Results

• 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 Inhibitors To Achieving Consumer Digital Experience Goals In The Next Two Years

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "When you look forward two years and think about your aspirations for your consumer digital experiences, what will inhibit you from reaching those goals?" This report shares these perspectives from...

• Report Digital Experience Priorities In The Next Two Years

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "When you look forward two years, how will you describe your digital experiences? What is the next leap forward?" This report shares these perspectives from our "Digital Experience Executive...

• Report Consumer Banking Trends In 2021

  Five Trends Shaping The Next Generation Of Retail Consumer Banking

  March 30, 2021 | Alyson Clarke

  The COVID-19 pandemic has both accelerated and initiated changes to consumer behavior and the retail banking landscape that will be felt for many years to come. It has accelerated the entrance of...

• Report Invent The Future With Asset Tokenization

  Tokenization Offers Tactical And Strategic Benefits, And Banks Must Prepare

  February 18, 2021 | Martha Bennett, Jost Hoppermann

  Representing assets as tokens on blockchain networks both supports process efficiencies and offers potential for new business models. Digital business strategists and emerging technology leaders...

• Report Use Cases To Monetize Open Finance

  Use Forrester's Guide To Build An Open Finance Monetization Strategy

  February 16, 2021 | Jacob Morgan

  Financial services execs have more go-to-market options available than ever before for their firm's products and services — thanks to open banking and platform business models. But what works, and...

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  Webinar The State Of SMB Banking, 2021

  February 11, 2021 | 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...

• Report Reinvent Your Bank To Remain Relevant

  Executive Overview: The Digital Banking Strategy Playbook

  February 9, 2021 | Oliwia Berdak

  Empowered customers are transforming their relationships with banks and changing the industry's competitive landscape in the process. To avoid irrelevance, banks must embrace the future of banking,...

• 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 Case Study: How Standard Chartered Modernized Mobile Banking In South Korea

  February 4, 2021 | Frederic Giron

  Digital-only banks and fintechs have shaken up the banking industry — and the disruption shows no sign of slowing. Incumbents must innovate quickly and aggressively to battle back. In South Korea,...

• Report The State Of Digital Banking, 2021

  Landscape: The Digital Banking Strategy Playbook

  January 29, 2021 | Aurelie L'Hostis

  The 2020 coronavirus pandemic has driven disruption and turbocharged digital transformation in banking. Disruptors are gaining ground, innovating around both customers' and businesses' needs. While...

• Report The Top Emerging Technologies In Banking In 2021

  What's Hot And What's Worth Watching In 2021

  January 28, 2021 | Jost Hoppermann, Martha Bennett

  Forrester interviewed more than 25 banking business and technology decision-makers as well as vendor representatives in the banking technology space to learn their tech investment priorities for...

• Report Assess Your Digital Banking Capabilities

  Assessment: The Digital Banking Strategy Playbook

  January 28, 2021 | Aurelie L'Hostis

  To achieve digital mastery, banks need to invest in digital capabilities that reflect the entire customer lifecycle and support customers across touchpoints. This report — which is the assessment...

• 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...

• Report How To Monetize Open Finance And Platform Business Models

  Business Case: The Digital Banking Strategy Playbook

  January 14, 2021 | Jacob Morgan

  Financial services executives have more go-to-market options available than ever before for their firm's products and services — thanks to open banking and platform business models. But how do you...

• 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 Learn From — Don't Fear — The Tech Titans To Prepare For The Future Of Banking

  December 17, 2020 | Alyson Clarke

  The tech titans — Amazon, Apple, Facebook, and Google — have been dabbling in financial services for years, and they continue to push into many aspects of banking and payments. This report looks at...

• 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 Case Study: SBI Card Transformed Digital Customer Service With Targeted Automation

  December 14, 2020 | Vasupradha Srinivasan, Arnav Gupta

  Leading Indian credit card and financial services provider SBI Card transformed its end customer experience (CX) with targeted AI and automation initiatives. SBI Card put together a mix of...

• Report How To Reinvent Small Business Lending

  SMB Lending Transformation Requires A Reset Of Technology, Processes, And Culture

  December 10, 2020 | Zhi-Ying Barry

  COVID-19 is challenging how business lenders operate at every part of the lending value chain. To address these challenges, some lenders have begun to digitize parts of the origination and...

• Report Forrester Infographic: Chinese Lenders Must Learn From Digital Lenders To Stay Relevant

  December 9, 2020 | Meng Liu, Arnav Gupta

  Recent Forrester Analytics Consumer Technographics® data reveals that digital lenders have gained significant mindshare among Chinese borrowers and often delighted customers with their service...

• 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...

• Report Building The Business Case For Omnichannel Commerce

  Business Case: The Omnichannel Commerce Playbook

  December 7, 2020 | Brendan Witcher

  Digital business professionals must build effective omnichannel business cases to minimize the risk of launching initiatives that: 1) lack critical internal support; 2) fail to meet customers'...

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  Webinar Asynchronous Chat: The Role of Messaging And Third-Party Platforms In Customer Service

  October 6, 2020 | Julie Ask, Ian Jacobs, Hailey Colin

  Customer service organizations are adapting to increasingly social and connected consumers seeking service in their preferred channel. Consumers have embraced platforms like Apple Business Chat...