Search Results

• Webinar How To Monetize Open Finance And Platform Business Models

  Use Forrester’s Framework To Build An Open Finance Monetization Strategy

  Tuesday, March 23, 2021, 11:00 a.m.-11:40 a.m. Eastern time (15:00-15:40 GMT) | Jacob Morgan

  Thanks to open banking and platform business models, financial services executives have more go-to-market options available than ever before for their firms’ products and services. But how do...

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  Webinar Works Well With Humans: The Digital Investments That Bring Out The Best In The Claim Experience

  February 25, 2021 | Ellen Carney

  Insurers have made big digital and tech investments to improve both the claimant's experience and the profitability of their claim operations. But are they really paying off? Despite these...

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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...

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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...

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  Webinar Insurance Predictions 2021

  Insurers Find Opportunity Amid Chaos

  January 13, 2021 | Ellen Carney, Jeffery Williams

  We are a world in recovery heading into 2021. Insurers will need to contend with an unpredictable virus and its economic consequences, dramatic climate events, and the aftermath of a polarizing US...

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  Webinar Buy Now, Pay Later: Understanding The Latest Hot Topic In Retail Payments

  December 15, 2020 | Lily Varon, Nicole Murgia

  Within the past few years, the deferred payments market — a broad category covering installments, "buy now, pay later," Pay in 4, point-of-sale financing, and alternative lending — has...

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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...

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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...

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  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...

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  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...

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  Webinar How To Use Forrester's Moments Index To Prioritize Investments In Your Digital Experience Portfolio

  May 14, 2020 | Julie Ask, Angelina Gennis

  Brands must take a methodical, quantified approach to understand how their customers use, and prefer to use, their services on a host of devices, platforms, and channels. That analysis is the...

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  Webinar Invest In Customers' Financial Well-Being To Create Value And Drive Growth

  May 7, 2020 | Aurelie L'Hostis

  Financial services providers are under high pressure to redefine their sense of purpose, as their interests no longer align with those of the customers they serve. Firms should pursue a value-based...

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

  April 7, 2020 | Oliwia Berdak, Ellen Carney, Peter Wannemacher

  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...

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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...

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  Webinar Developer Engagement Best Practices

  December 12, 2019 | Jeffrey Hammond

  One consequence of digital transformation is that companies are increasingly interested in creating digital platforms and services for developers to use and extend with new digital products and...

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  Webinar Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

  October 31, 2019 | Alyson Clarke, Aurelie L'Hostis

  Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences in their immediate...

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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....

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  Webinar Banks Must Personalize Or Perish

  April 11, 2019 | Alyson Clarke, Aurelie L'Hostis

  Personalized recommendations and offers are becoming commonplace. Customers expect personalization in all facets of their life and from all firms they interact with. But banks are getting it...