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• Report The 10 Core Competencies You Need To Be Future Fit

  April 6, 2021 | Brian Hopkins, Bobby Cameron, Patrick Carroll

  You need to be future fit to deliver great experiences for your customers and employees. To help you understand how to become future fit, we examined our North American 2020 Future Fit Technology...

• Report Forrester Infographic: Understanding Today's Hong Kong Investors

  February 11, 2021 | Tom Mouhsian, 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 Forrester Infographic: Understanding Today's Singaporean Investors

  December 29, 2020 | Tom Mouhsian, 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 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 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...