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• Report Learn From — Don't Fear — The Tech Titans To Prepare For The Future Of Banking

  December 17, 2020 | Alyson Clarke

  The tech titans — Amazon, Apple, Facebook, and Google — have been dabbling in financial services for years, and they continue to push into many aspects of banking and payments. This report looks at...

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  Webinar Industry Lens: Tech Titans In Banking

  September 25, 2020 | Fiona Swerdlow, Alyson Clarke

  Join Forrester principal analyst Alyson Clarke for the second in our three-part "Industry Lens: Tech Titans" webinar series. Episode 2 focuses on how tech titans such as Apple, Google, and others...

• 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 How To Persuade Customers To Open A Checking Account

  Apply Lessons Learned From Forrester's Q1 2020 Banking Sales Wave™ Evaluations

  April 21, 2020 | Alyson Clarke, Andrew Hogan, August du Pont

  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....

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

  Canadian Banks Need To Better Help Prospects Choose And Apply

  January 23, 2020 | Alyson Clarke, Andrew Hogan

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

• 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 Future Of Work In Banking

  Routine Compliance And Branch Management Tasks Give Way To Deeper Customer Relationships And Digital Skills

  January 14, 2020 | Alyson Clarke, J. P. Gownder, August du Pont

  Digital technology can perform routine tasks like data entry more effectively than humans, freeing up human workers to complete other, more complex tasks. Banks that find the right balance of human...

• 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 Digital Feature Fixes: Take Concrete Steps To Improve Your Digital Banking Capabilities

  Learn From The Best Digital Experiences In The Industry

  June 12, 2019 | Alyson Clarke, Aurelie L'Hostis, Peter Wannemacher

  Building great digital banking experiences isn't easy. Some digital banking teams have made preventable mistakes that make digital touchpoints less effective or harder to use than they can be....

• 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...