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• 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 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 Digital Trends 2019: European Wealth And Investment Management

  Maintain Your Digital Course Through Choppy Waters

  April 5, 2019 | Oliwia Berdak

  European wealth and investment firms face a host of challenges in 2019. Political uncertainty and slowing economies are driving market volatility and redemptions. As these begin to bite, firms must...