Search Results

• 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....

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  Webinar Wealth Management Predictions 2021

  Firms Embrace Digital To Thrive

  January 14, 2021 | Vijay Raghavan, David Hoffman

  We will remember 2020 for COVID-19: The pandemic permanently changed the ways customers seek advice and how financial advisors dispense it. As the lockdown began, consumers did not have access to a...

• 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 The Future Of Work In Wealth Management

  Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills

  March 2, 2020 | Vijay Raghavan, J. P. Gownder, August du Pont

  Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the...

• 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 Improve Investor Experiences With These Technology Building Blocks

  Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes

  April 3, 2019 | Vijay Raghavan

  Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees,...

• Report The Race To Zero Fees In Investment Management

  Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors

  March 6, 2019 | Vijay Raghavan

  Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...