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• Webinar The State Of SMB Banking, 2021

  Thursday, February 11, 2021, 11:00 a.m.-11:40 a.m. Eastern time (16:00-16:40 GMT) | 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...

• 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 State Of Voice Assistants In Financial Services, 2020

  Financial Services Firms Are Experimenting With Voice Experiences But Lag Behind Other Industries On Customer Adoption

  September 3, 2020 | Aurelie L'Hostis, Peter Wannemacher, Luis Deya

  The hype surrounding voice assistants remains high, but digital teams in financial services firms should remain wary of any push to roll out voice faster than their customers want or their systems...

• 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 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,...

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  Webinar Firms Need New Capabilities And Partners To Develop Their Financial Well-Being Strategy

  June 4, 2020 | Aurelie L'Hostis

  To remain competitive and drive growth, financial services firms need to pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. Financial...

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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...

• Report Forrester Infographic: The State Of Financial Well-Being In Italy, 2020

  May 4, 2020 | Aurelie L'Hostis, Luis Deya

  Italian consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in Italy....

• Report Forrester Infographic: The State Of Financial Well-Being In France, 2020

  April 30, 2020 | Aurelie L'Hostis, Luis Deya

  French consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in France....

• Report Forrester Infographic: The State Of Financial Well-Being In Canada, 2020

  April 28, 2020 | Aurelie L'Hostis, Luis Deya

  Canadian consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in...

• Report Forrester Infographic: The State Of Financial Well-Being In The US, 2020

  April 27, 2020 | Aurelie L'Hostis, Luis Deya

  US consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in the US....

• Report Forrester Infographic: The State Of Financial Well-Being In The UK, 2020

  April 27, 2020 | Aurelie L'Hostis, Luis Deya

  UK consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in the UK....

• Report The Financial Well-Being Opportunity

  Financial Well-Being: Financial Services Firms Must Invest In Customers' Financial Health To Create Value And Drive Growth

  April 8, 2020 | Aurelie L'Hostis

  Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms...

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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...

• Report Case Study: How WeBank Became The World's Leading Digital Bank

  Tencent-Backed WeBank Is Driving Financial Inclusion At Scale In China

  October 24, 2019 | Meng Liu, Aurelie L'Hostis

  Financial inclusion is a billion-customer-plus opportunity that many traditional banks neglect or fail to grasp. WeBank leveraged Tencent's digital ecosystem and emerging technology capabilities to...

• Report Financial Services Firms Need To Rethink Personalization

  Personalization Is About Customer Engagement And Loyalty, Not Just The Next Product Sale

  September 26, 2019 | Alyson Clarke, Aurelie L'Hostis

  Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. But financial...

• Report Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

  Personalization Is About Deepening Customer Engagement

  September 26, 2019 | Aurelie L'Hostis, Alyson Clarke

  Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented...

• Report The Forrester Banking Wave™: Global Mobile Apps Summary, 2019

  Banks Must Aim For Great Experiences, Not Just Great Functionality

  September 24, 2019 | Benjamin Ensor, Zhi-Ying Barry, Aurelie L'Hostis

  Mobile apps have become the touchpoint of choice for millions of consumers to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering...

• Report The Forrester Banking Wave™: UK Mobile Apps, Q3 2019

  Digital Banks Are Giving Established Banks A Run For Their Money

  September 17, 2019 | Benjamin Ensor, Aurelie L'Hostis, Karine Cardona-Smits

  Mobile apps have become the touchpoint of choice for millions of customers to manage their finances. Digital banking teams need to build mobile banking around customer needs, empowering customers...

• Report The State Of Digital Banking, 2019

  Landscape: The Digital Banking Strategy Playbook

  September 6, 2019 | Aurelie L'Hostis

  The banking industry has entered a period of unprecedented innovation. While many banks have woken up to the threats, few have embarked on a true digital business transformation. This report...

• Report Refine Customer Communication For Strong Customer Authentication Success

  Best Practices For Communicating Upcoming Changes To Customer Authentication For Online Payments And Banking In Europe

  August 21, 2019 | Paul McKay, Aurelie L'Hostis, Jacob Morgan

  The European Union's Strong Customer Authentication (SCA) requirements will change how Europeans make online payments and use online banking. In theory, these changes will apply from September 14,...

• Report Video: Drive Deposits By Helping Your Customers Save

  July 9, 2019 | Alyson Clarke, Aurelie L'Hostis

  Driving deposits is a key priority for many banks and credit unions. Attracting deposits isn't only about interest rates, it's also about helping customers save. But saving is hard — your...

• Report Digital Feature Fixes: Take Concrete Steps To Improve Your Digital Banking Capabilities

  Learn From The Best Digital Experiences In The Industry

  June 12, 2019 | Alyson Clarke, Aurelie L'Hostis, Peter Wannemacher

  Building great digital banking experiences isn't easy. Some digital banking teams have made preventable mistakes that make digital touchpoints less effective or harder to use than they can be....

• Report The Forrester Banking Wave™: European Mobile Apps, Q2 2019

  The Gap Is Growing Between Leaders Aiming For Excellence And The Others

  May 29, 2019 | Aurelie L'Hostis, Karine Cardona-Smits

  Mobile apps have become the touchpoint of choice for millions of Europeans to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering...

• Report Disrupting Finance: Digital Banks

  Digital Banks Offer A More Compelling Digital Banking Experience

  May 2, 2019 | Aurelie L'Hostis, Benjamin Ensor

  Over the past decade, a wave of new digital banks like Kakao Bank, Monzo, N26, Nubank, Revolut, and Tinkoff have launched, competing to win customers with better digital customer experiences than...