Search Results

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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 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 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 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...