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• Report Understand Your Customers To Help Improve Their Financial Well-Being

  Financial Well-Being: Use This Segmentation To Develop Your Financial Well-Being Strategy

  April 14, 2021 | Aurelie L'Hostis

  Consumers face multiple financial challenges, and many are worried about their financial situation. Various attitudinal, situational, and external factors can impact an individual's financial...

• 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 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 Tech Tide™: Financial Well-Being, Q3 2020

  Eighteen Technologies Underpin Financial Well-Being Programs

  July 27, 2020 | Aurelie L'Hostis

  Putting financial well-being at the core of their strategy is critical to financial services firms' ability to win, serve, and retain customers. To develop their financial well-being program,...

• 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...

• 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 US Insurance Customers Love Their Agencies

  Insurance Agencies Drive Loyalty And Retention

  October 1, 2019 | Jeffery Williams

  Rapidly advancing digital technologies are changing how customers buy insurance and engage with their carriers and insurance agencies. But does this spell the death of the insurance agency? We've...

• 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 New Tech: Robo-Advice, Q2 2019

  Forrester's Landscape Overview Of 47 Robo-Advice Providers

  May 3, 2019 | Oliwia Berdak

  Banks and investment management firms are exploring automating financial advice as a way to serve the mass affluent consumer segment and boost efficiency and productivity of advisors and...