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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 How To Monetize Open Finance And Platform Business Models

    Business Case: The Digital Banking Strategy Playbook
    January 14, 2021 | Jacob Morgan

    Financial services executives 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 how do you...

  • Report Forrester Infographic: Understanding Today’s Chinese Investors

    January 7, 2021 | Meng Liu, Vijay Raghavan

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services or optimize customer engagement models....

  • Report Forrester Infographic: Chinese Lenders Must Learn From Digital Lenders To Stay Relevant

    December 9, 2020 | Meng Liu, Arnav Gupta

    Recent Forrester Analytics Consumer Technographics® data reveals that digital lenders have gained significant mindshare among Chinese borrowers and often delighted customers with their service...

  • Report The State Of Open Banking In Japan

    Japanese Banks Need To Clarify Their Role In An Open Banking Future
    September 24, 2020 | Meng Liu

    Japan is adopting an organic approach to open banking. Although it's not mandatory, leading Japanese banks and financial technology (fintech) firms have started experimenting with APIs to build...

  • Forum Security & Risk Global

    Leading the Way
    September 22, 2020 | Live Virtual Experience | Laura Koetzle, Stephanie Balaouras, Heidi Shey

    As attackers get more sophisticated and new technologies emerge, the strategies to protect your organization’s valuable data must also evolve. Attend Security & Risk to learn about...

  • Forum Summit Asia Pacific

    The must-attend event for B2B & B2C marketing and CX leaders
    September 1, 2020 | Live Virtual Experience | Frederic Giron

    The combined power of Forrester and SiriusDecisions has unleashed a new energy into the products and services available to both the B2B and B2C community. By harnessing this energy, we are bringing...

  • Report Fintech Funding Roundup, Q2 2020

    Investors Reduce Risk As The COVID-19-Induced Downturn Continues
    August 12, 2020 | Peter Wannemacher

    Fintech isn't just a hip portmanteau anymore. It's a category of startups and fast-growing companies that has disrupted markets and incumbent firms around the world, attracting over $30 billion in...

  • Report The Future Of Banking Is Built On Trust

    Vision: The Digital Banking Strategy Playbook
    July 29, 2020 | Jacob Morgan, Alyson Clarke

    The economics of the next decade will challenge banks. COVID-19 has shifted the focus but will not dominate the future narrative. Leading banks are pivoting and rebooting their strategy —...

  • Report Q&A: How Digital Small Business Lenders Are Disrupting Finance In India

    Disruptive Firms Have The Potential To Upend The Traditional Lending Business
    July 28, 2020 | Arnav Gupta

    Traditional lenders lend money to existing customers or profitable businesses. But Indian startups are using digital technology to improve business lending by offering quick loans to micro, small,...

  • 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 New Tech: Open Banking Intermediaries, Q2 2020

    Forrester's Landscape Overview Of 35 Providers
    June 2, 2020 | Jacob Morgan

    Open banking requires that banks make their services available to third parties; however, differing standards, specifications, and deployments result in the need to resolve complexity across...

  • Webinar The 5G Opportunity In Financial Services

    5G will become a general-purpose technology for financial services firms, and it will provide new possibilities to create, store, and protect value; to move money; and to access credit. This...

  • Report Retention Is Not Enough: Banks Must Build Emotion-Rich Relationships To Grow

    Roadmap: The Brand Experience Playbook

    Banks have had a great run: For nearly a century, they've played an essential and highly visible role in people's lives, and most have consistently made tidy profits as a result. But many customers...

  • Forum CX Sydney

    The Time Is Now: Lead With Experience
    April 30, 2020 | Virtual Event | Michael Barnes

    CX and marketing exist to win, serve, and retain customers. But silos and miscommunication keep this power duo from reaching their full potential. For this reason, we’ve made collaboration...

  • Report Fintech Funding Roundup, Q1 2020

    Investors Reduce Risk As The COVID-19-Induced Downturn Begins
    April 23, 2020 | Peter Wannemacher, August du Pont

    Incumbent firms can't afford to stand still, especially as newcomers move into their traditional markets and win funding from investors. Some of those investors are the same traditional financial...

  • Report Build A Thriving Developer Community

    How Leading Financial Firms Prioritize Developer Engagement
    April 16, 2020 | Jacob Morgan, Jost Hoppermann

    Astute digital business leaders recognize that a developer portal is actually a shop window to entice collaboration and innovation with the developer community — the ultimate builders of...

  • Report The State Of Open Banking In Australia

    April 14, 2020 | Zhi-Ying Barry, Jacob Morgan

    The Australian government has mandated that the Big Four banks comply with open banking by July 2020 and that all other authorized deposit-taking institutions (ADIs) comply by July 2021. Many banks...

  • Report The State Of Digital Retail Payments In Asia Pacific

    Digital Payments Are Making Progress But Still Face Major Hurdles
    April 13, 2020 | Meng Liu

    A storm is brewing in the digital retail payments space in Asia Pacific (AP). Financial technology (fintech) innovations, booming venture capital funding, conducive regulations, and keen...

  • Report The Evolution Of Digital Banking Platform Architecture

    How Connected Instances Of Digital Architectures Can Help Banks Prepare For The Future
    April 6, 2020 | Jost Hoppermann

    Most banks talk about transformation and their individual plans for that transformation. Nevertheless, banks' application landscapes are not yet in a shape that would allow them to cope with the...

  • Report The Dawn Of Autonomous Finance

    Algorithm-Driven Services Will Reshape Finance
    March 18, 2020 | Oliwia Berdak, Peter Wannemacher

    People's lives are becoming ever more automated as millions of algorithms make decisions and take actions on consumers' behalf. This shift toward autonomous services is starting to happen in...

  • Report Use Banking Software In The Cloud To Increase Agility And Improve Economies Of Scale

    A Mix Of Real And Perceived Obstacles Hampers SaaS-Like Deployments In Banking
    March 6, 2020 | Jost Hoppermann

    Few financial services firms today leverage the agility and economies of scale of software-as-a-service (SaaS). But it's not because of a lack of available options; technology teams at banks in...

  • Report Forrester Infographic: Go Beyond Just AI And APIs For Financial Services Tech Innovation

    February 27, 2020 | Jost Hoppermann

    Financial services teams should be aware of their peers' investment priorities and key areas of innovation if they want to keep up. This infographic provides an overview of innovation and...

  • Report Forrester Infographic: SaaS Faces Obstacles In Financial Services

    Financial Services Firms Are Reluctant To Nab Key Tech Opportunities
    February 13, 2020 | Jost Hoppermann

    Banks and other financial services firms have already used software-as-a-service (SaaS) for horizontal solutions like CRM and HR. However, SaaS in financial-services-specific (vertical) deployments...

  • Report Q&A: How Digital Consumer Lenders Are Disrupting Finance In India

    Digital Consumer Lenders Are Expanding The Market To Serve New Borrowers And Drive Growth
    January 22, 2020 | Arnav Gupta, Sanjeev Kumar

    In India, startups are using digital technology to improve consumer lending; they offer quick loans to borrowers with no credit history by using alternative data sources, continuously honing their...

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