Search Results

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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 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: 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 Digital Experience Review™: US Investing Websites, Q4 2020

  Fidelity Leads With A Breadth Of Functionality, While TD Ameritrade Delivers A Strong User Experience

  December 29, 2020 | Vijay Raghavan, David Truog

  Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we...

• 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...

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  Webinar Customer Experience Predictions 2021: Trust And Zero UI

  December 9, 2020 | David Truog, Tristan Back

  Customer experiences (CX) and the work of the people who create them evolve continually, but the pandemic has been changing CX faster than ever — and those changes will accelerate in 2021....

• Forum Technology & Innovation Global

  Adapt To Win

  November 4, 2020 | Live Virtual Experience | Liz Herbert, Matthew Guarini, Brian Hopkins

  In today’s business environment, change is constant. Technology, customer expectations, workforce issues, and economic factors are continually evolving. To thrive in this environment,...

• Report Forrester Predictions 2021: Accelerating Out Of The Crisis

  October 28, 2020 | Sharyn Leaver

  2020 shattered the status quo. In 2021, advanced organizations will adapt and use the upheaval to forge a competitive edge. Discover your organization's path to success. Read Forrester's 2021...

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  Webinar What's Hot And What's Not In Wealth Management Tech For 2020

  October 14, 2020 | Vijay Raghavan

  In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...

• 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 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 Delight The Right Customers To Build A Successful Business

  June 9, 2020 | TJ Keitt

  Businesses often chase high overall customer experience (CX) scores. But these beacon metrics, which measure the average experience across all customers, provide limited insights to business...

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  Webinar Move At The Speed Of The Customer With AI-Enabled Consumer Intelligence Solutions

  June 9, 2020 | Cinny Little

  Customer insights and market research professionals must keep up with fast-moving customers. That requires understanding people's attitudes and emotions as well as their behavior — what...

• Report Best Practices: Web Chat For Investors

  What Real Investors Say About Web Chat Experiences

  May 28, 2020 | Jennifer Wise

  Investment firms aim to offer web chat experiences that meet investors' expectations and drive use of the channel. To see how they stack up, we assessed the chat feature on eight investment firms'...

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  Webinar How To Use Forrester's Moments Index To Prioritize Investments In Your Digital Experience Portfolio

  May 14, 2020 | Julie Ask, Angelina Gennis

  Brands must take a methodical, quantified approach to understand how their customers use, and prefer to use, their services on a host of devices, platforms, and channels. That analysis is the...

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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...

• 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 Investing Website Best Practices For 2020

  Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™

  April 15, 2020 | Jennifer Wise, Vijay Raghavan

  The website is the dominant digital touchpoint for US investors, so it's critical for digital leaders at investment firms to elevate their web experiences to win, serve, and retain their investors....

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  Webinar The Impact Of COVID-19 On Financial Services And Insurance

  April 7, 2020 | Oliwia Berdak, Ellen Carney, Peter Wannemacher

  As COVID-19 spreads throughout the world, financial services firms and insurers are feeling the impact. From a flood of customer queries around insurance coverage or pleas for repayment holidays to...

• Report The Australia Superannuation Customer Experience Index, 2019

  How Australian Superannuation Firms Earn (But Mostly Lose) Loyalty With The Quality Of Their Experience

  April 1, 2020 | Riccardo Pasto

  How well do leading superannuation (retirement benefit fund) firms earn loyalty with the quality of their customer experience (CX)? This report reveals the complete rankings of seven superannuation...

• 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...

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  Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

  March 9, 2020 | 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 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 Customer Advocacy 2019: How Advocating For Customers Helps Financial Firms Drive Loyalty

  US Customers Rate Their Banks, Credit Card Providers, Insurers, And Wealth Management Firms On Advocacy And Future Purchase Intent

  February 3, 2020 | Alyson Clarke, August du Pont

  Customer advocacy — customers' perception that a firm does what's best for them, not just what's best for the firm's own bottom line — is a key driver of loyalty and future purchase intent at...