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• Report The Forrester Banking Sales Wave™: US Mobile Sites, Q1 2020

  US Banks Need To Better Help Prospects Choose And Apply

  January 23, 2020 | Alyson Clarke, Andrew Hogan

  Checking accounts are central to a customer's relationship with their primary bank, and an increasing number of customers are using their mobile phone to find research and apply for an account. To...

• Report The Forrester Investing Wave™: US Websites, Q4 2019

  Firms Must Optimize Their Site's Functionality And Experience Design To Help Investors Access Information

  December 12, 2019 | Vijay Raghavan, Jennifer Wise

  The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

• Report Bridge The Seams In Mobile Banking Experiences

  Digital Feature Fix: Reduce Friction And Improve Cross-Channel UX

  October 4, 2019 | Gina Bhawalkar, August du Pont

  Banks continue to expand their mobile experiences to include new features and content aimed at letting customers manage their finances from a mobile device. But with these additions, banks often...

• 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 Simplify Insurance Customer Journeys By Improving Search

  Digital Feature Fix: Use Search To Help Digital Insurance Customers Navigate And Take Action

  June 24, 2019 | Jennifer Wise, Jeffery Williams, August du Pont

  Our Forrester Industry Wave™ evaluations of insurance sites and apps often reveal that these sites miss key content, features, or functions that customers need to complete their goals. A common...

• Report Educate Customers To Help Them Make More Confident Banking Decisions

  Digital Feature Fix: Help Prospects Understand How Banking Products Work

  May 23, 2019 | Alyson Clarke

  Most consumers need and want help to understand products and make better financial decisions. Educational tools can engage prospects and further their relationship with the brand. Banks and credit...

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

  US Mobile Banking Experiences Are Often Effective, Sometimes Easy, But Rarely Evoke Positive Emotions — Leaders Are Improving All Three

  May 15, 2019 | Peter Wannemacher, Gina Bhawalkar, August du Pont

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

• Report Take The Work Out Of Insurance Quotes

  Digital Feature Fix: Remove Obstacles That Keep Prospects From Seeing The Price Of A Policy

  March 19, 2019 | Benjamin Ensor, August du Pont

  Consumers often look for the lowest price when selecting insurance policies. Yet in our reviews, we often find that insurance sites either don't provide a quoting tool or make the process of...

• Report Banks: You're Building Too Many Apps

  Separate, Standalone Apps Should Be Rare And Built For Unique Customer Segments Or Needs

  February 27, 2019 | Zhi-Ying Barry, Peter Wannemacher

  Many banks have developed multiple customer-facing mobile apps to address specific use cases, offer a particular function, or roll out new services, but some banks are still building too many apps,...