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• Report Anticipatory Experiences: The Challenges

  Anticipating Customers' Needs And Serving Them Proactively In Their Moments Is Extremely Difficult

  January 20, 2021 | Julie Ask

  Businesses believe they can deliver value to their customers and differentiate from their competition by anticipating customers' needs and acting on that information. Both aspects — anticipating...

• Report Five Practices To Succeed With Your Retail E-Commerce Strategy

  Processes: The Retail E-Commerce Playbook

  January 15, 2021 | Sucharita Kodali

  Retail e-commerce has well over two decades of experience under its belt, so digital retail businesses at all maturity stages have a fairly established set of best practices to follow. This report...

• 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...

• Report Forrester Infographic: Financial Well-Being Is The Key To Loyalty For Chinese Banks

  December 28, 2020 | Meng Liu, Arnav Gupta

  Customer loyalty and retention have traditionally been a challenge for incumbent banks. Recent Forrester Analytics Consumer Technographics data reveals the reasons behind customer churn and the...

• Report Now Tech: Digital Supply Chain Control Tower Solutions, Q4 2020

  Forrester's Overview Of 17 Digital Supply Chain Control Tower Solution Providers

  December 23, 2020 | George Lawrie

  You can use control towers to orchestrate demand forecasts, open new routes to market, and deliver differentiating customer experiences such as subscription fulfillment. But to realize these...

• Report Forrester Infographic: Indian Banks Need To Foster Customers’ Financial Well-Being

  December 18, 2020 | Arnav Gupta

  Indian consumers are stressed about their finances — a situation exacerbated by the pandemic. They're anxious about their financial situation and need help managing their money effectively to...

• 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 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'...

• Report Forrester Infographic: Banks Should Engage High-Energy Consumers With Hybrid Experiences

  December 2, 2020 | Xiaofeng Wang

  Consumer energy is the underlying emotional force that drives consumer desire, readiness, and ability to increase engagement with brands. High-energy consumers are strategic for banks in Singapore,...

• Report The Omnichannel Maturity Assessment

  Assessment: The Omnichannel Commerce Playbook

  October 19, 2020 | Brendan Witcher

  Supporting an omnichannel fulfillment program is table stakes in retail today — and particularly in light of pandemic or other market shift conditions. Organizations need to assess their...

• Report It's Time For Retail Stores To Open Their Doors To The Digital Org

  Organization: The Digital Store Playbook

  August 28, 2020 | Brendan Witcher

  In the age of the customer — and especially in the midst of a pandemic — channel-specific strategies, tactics, and organizational structures become irrelevant and (worse) potentially crippling. To...

• Report The Forrester Retail Quarterly Earnings Review, Q1 2020

  Highlights From 24 Retail Q1 2020 Earnings Call Transcripts

  August 18, 2020 | Fiona Swerdlow, Madeline Cyr

  As consumers demand more than ever from the retail experience, retailers and brands are investing to rethink and reinvent those experiences. The Forrester Retail Quarterly Earnings Review...

• Report Brands' Success Relies On Relationships With Retailers

  Brands Must Evolve From Suppliers To Partners

  August 17, 2020 | Michelle Beeson

  The pandemic has magnified the importance of digital commerce strategies. For brands, it is not all about direct-to-consumer (D2C). A significant proportion of most brands' revenue comes via...

• Report Guide: How To Craft A Mobile Notifications Strategy

  Start Creating Your Mobile Notifications Strategy With These 10 Steps

  August 7, 2020 | Julie Ask, Angelina Gennis, Andrew Hogan

  When designing mobile notifications, product owners should pursue a methodical approach that begins with the POST methodology and involves a holistic customer and user experience strategy. This...

• Report The Forrester Digital Experience Review™: Canadian Mobile Banking Apps, Q3 2020

  The Big Five Canadian Banks Have Robust Mobile Apps But Need To Improve Their Feature Sets

  August 6, 2020 | Peter Wannemacher, Gina Bhawalkar

  For millions of Canadians, mobile apps have become the hub of their banking relationships and the starting point for many financial decisions and activities. To gauge how effective and easy...

• Report The State Of Chatbots In Financial Services

  Most Consumers Are Neither Interested Nor Comfortable Using Chatbots For Financial Activities

  August 5, 2020 | Aurelie L'Hostis, Peter Wannemacher, Luis Deya

  The hype surrounding chatbots remains high and COVID-19 has put pressure on customer service teams, but digital teams in financial services firms should remain wary of any push to roll out chatbots...

• 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 The 3D Connected Consumer In 2020

  The Combination Of Devices, Platforms, And Channels Redefines How Connected Consumers Are

  July 22, 2020 | Julie Ask, Erin Sellers

  Historically, internet speed and device type have defined how connected consumers are. But this representation is too simplistic today. Three dimensions — devices, platforms, and channels — now...

• Report The Forrester Digital Experience Review™: Australian Mobile Banking Apps, Q3 2020

  CommBank Is Australia's Overall Digital Experience Leader

  July 14, 2020 | Zhi-Ying Barry, Riccardo Pasto

  Mobile apps are the touchpoint of choice for Australians to manage their finances. To see how helpful mobile apps are to customers, we evaluated the mobile apps of the Big Four Australian banks and...

• Report Mastering The Art Of Omnichannel Retailing

  Executive Overview: The Omnichannel Commerce Playbook

  June 19, 2020 | Brendan Witcher

  Digital business leaders know that many customers use a variety of digital and physical touchpoints as they move along the path to purchase. This complexity creates challenges for retailers as they...

• Report The State Of Augmented Reality In Retail: 2020

  Continuous Improvement: The Digital Store Playbook

  June 9, 2020 | Julie Ask, Erin Sellers

  Since IKEA created an interactive experience with its product catalog, the quality of augmented reality (AR) experiences in retail has improved dramatically in the past 10 years. AR now supports...

• Report Your Strategic Plan Is The Linchpin For Omnichannel Success

  Strategic Plan: The Omnichannel Commerce Playbook

  June 2, 2020 | Brendan Witcher

  Organizations today must have a comprehensive strategic plan that aligns their internal teams with a single vision for omnichannel excellence. However, because omnichannel commerce continues to...

• Report The Top Retail Technology Investments In 2020

  Retail And Brand Professionals Share Their Priorities For Tech-Driven Commerce Initiatives In The Coming Year

  May 11, 2020 | Brendan Witcher

  In January and February 2020, we interviewed more than 60 retail and brand professionals from over 50 companies to understand which technology initiatives they are investing in this year. This...

• Report The Forrester Retail Quarterly Earnings Review, Q4 2019

  Highlights From 25 Retail Q4 2019 Earnings Call Transcripts

  May 7, 2020 | Fiona Swerdlow, Madeline Cyr

  As today's empowered consumers demand more than ever before of the retail experience, leading retailers and brands are investing to rethink and reinvent their customers' cross-touchpoint...