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• Report Global Private Banking Trends In 2021

  Leading Private Banks Are Embracing Digital To Attract Tomorrow's Customer

  April 20, 2021 | Vijay Raghavan

  Digital transformation is changing how customers interact with their private banks and how financial advisors dispense financial advice. Significant gaps continue to exist in private banking,...

• Report New Tech: Zero Trust Network Access, Q2 2021

  Forrester's Landscape Overview Of 34 Providers

  April 19, 2021 | David Holmes

  Zero Trust network access (ZTNA) is the signature security technology of the pandemic. While modestly unchaining users from their antiquated VPN technology, it has inspired organizations to...

• Report Understand Your Customers To Help Improve Their Financial Well-Being

  Financial Well-Being: Use This Segmentation To Develop Your Financial Well-Being Strategy

  April 14, 2021 | Aurelie L'Hostis

  Consumers face multiple financial challenges, and many are worried about their financial situation. Various attitudinal, situational, and external factors can impact an individual's financial...

• Report How To Succeed With Marketplace Business Models In Financial Services

  Hint: Build A Collaborative Business Model Strategy

  April 12, 2021 | Jacob Morgan

  The financial services industry is already responding to platform-driven change, of which the marketplace approach is the most likely winner. This report distills best practices from firms at the...

• Report What You Need To Thrive In Autonomous Finance

  Companies Looking To Win Customers And Make Money With Autonomous Finance Offerings Will Need Distinct Capabilities And Competencies — And They'll Need To Own Certain IP

  April 12, 2021 | Peter Wannemacher

  Early in 2020, Forrester predicted a move away from financial products, with the onus to use them effectively on the customer. In their place, we see tools using algorithms and AI technologies to...

• 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 Inhibitors To Achieving Consumer Digital Experience Goals In The Next Two Years

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "When you look forward two years and think about your aspirations for your consumer digital experiences, what will inhibit you from reaching those goals?" This report shares these perspectives from...

• Report Digital Experience Priorities In The Next Two Years

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "When you look forward two years, how will you describe your digital experiences? What is the next leap forward?" This report shares these perspectives from our "Digital Experience Executive...

• Report The State Of Digital Experiences

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "How would you describe the state of your company's digital services or experiences today for consumers?" This report shares these perspectives from our "Digital Experience Executive Conversations"...

• Report The Use Of Emerging Technologies In Consumer Digital Experiences

  A Series Of Executive Conversations On Digital Experiences

  April 1, 2021 | Julie Ask

  "How is your organization using emerging technologies? Is doing so a priority?" This report shares these perspectives from our "Digital Experience Executive Conversations" series, in which...

• Report Consumer Banking Trends In 2021

  Five Trends Shaping The Next Generation Of Retail Consumer Banking

  March 30, 2021 | Alyson Clarke

  The COVID-19 pandemic has both accelerated and initiated changes to consumer behavior and the retail banking landscape that will be felt for many years to come. It has accelerated the entrance of...

• Report Natural Language Processing Use Cases For Financial Services In Asia Pacific

  How Banks And Insurers In APAC Benefit From NLP

  March 23, 2021 | Guannan Lu

  Banks and insurance firms are exploring natural language processing (NLP) use cases as part of their digital transformation. Knowledge graph, intelligent document extraction, and AI-based text...

• Report Enterprise Blockchain Business Scenarios In Action In China: Banking

  March 23, 2021 | Charlie Dai

  Blockchain is catalyzing a long-term shift of trust in distributed business environments globally. China’s "new infrastructure" national initiative makes blockchain an integral part of the digital...

• Report How To Make The Shift To Sustainable Finance

  Vision: Financial Services Firms Will Mitigate New Risks With A Greater Focus On Sustainability

  March 18, 2021 | Oliwia Berdak, Luis Deya, Diane Deng

  Sustainability — with its focus on environmental, social, and governance (ESG) principles — is beginning to dominate political and business agendas worldwide. As allocators and stewards of capital...

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  Webinar Avoid Selection Challenges: Use Insights About Regional And International Banking Platform Markets

  March 18, 2021 | Jost Hoppermann

  Forrester invited vendors of globally deployed banking platforms (including core banking) to participate in a survey on their 2020 deals, and 38 vendors accepted the invitation. The webinar...

• Report The Forrester New Wave™: Open Banking Intermediaries, Q1 2021

  The Nine Providers That Matter Most And How They Stack Up

  March 17, 2021 | Jacob Morgan

  In Forrester's evaluation of the emerging market for open banking intermediaries, we identified the nine most significant providers in the category — Bud, Fabrick, ndgit, Plaid, Salt Edge, TESOBE,...

• Report Evolve Your Culture Work Practice

  Advanced Level: Culture Practices For CX Transformation

  March 5, 2021 | Angelina Gennis

  This report about culture work — one of the six competencies of customer experience (CX) — is for CX transformation leaders whose companies: 1) follow an effective and documented process for how to...

• Report Research Overview: Tech Titans In Healthcare, Banking, And Retail

  A Guide To Forrester's Research On The Tech Titans

  February 23, 2021 | Alyson Clarke, Arielle Trzcinski

  The "tech titans" — Amazon, Apple, Facebook, and Google — are expanding into the healthcare, banking, and retail sectors. They will look to further reorient customer expectations as they take on...

• Report How Australian Financial Services Firms Won Or Improved At CX In 2020

  Long-Term Efforts To Establish Solid CX Foundations Are Paying Off

  February 18, 2021 | Riccardo Pasto

  The 2020 Australian banking and superannuation Customer Experience Index (CX Index™) results shook up the rankings among financial services firms, as one bank and two superannuation firms saw...

• Report Invent The Future With Asset Tokenization

  Tokenization Offers Tactical And Strategic Benefits, And Banks Must Prepare

  February 18, 2021 | Martha Bennett, Jost Hoppermann

  Representing assets as tokens on blockchain networks both supports process efficiencies and offers potential for new business models. Digital business strategists and emerging technology leaders...

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  Webinar Emerging Technology Trends In Banking For 2021

  February 18, 2021 | Jost Hoppermann, Martha Bennett

  Banks are transforming their organizations with digital technologies. Forces such as emerging technology, fintechs, changing customer behavior, and the decomposition of the banking industry are...

• Report How Financial Services Firms Are Embracing Sustainability Around The World

  Landscape: Environmental Initiatives Dominate Sustainability Efforts Of Financial Services Firms

  February 17, 2021 | Oliwia Berdak, Luis Deya, Diane Deng

  As allocators of capital and risk underwriters, financial services firms have a big role to play in sustainability. But with choices spanning environmental, social, and governance (ESG) activities,...

• Report Use Cases To Monetize Open Finance

  Use Forrester's Guide To Build An Open Finance Monetization Strategy

  February 16, 2021 | Jacob Morgan

  Financial services execs have more go-to-market options available than ever before for their firm's products and services — thanks to open banking and platform business models. But what works, and...

• Report How To Build A Martech Reference Architecture For Banking

  February 16, 2021 | Rusty Warner

  Marketing technology (martech) ecosystems in the banking industry are more complex than those within other vertical sectors due to requisite enterprise integration, mandatory regulatory compliance,...

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  Webinar The State Of SMB Banking, 2021

  February 11, 2021 | 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...