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  • 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 CRM Goes Vertical In The Age Of The Customer

    Landscape: The CRM Playbook
    February 25, 2021 | Kate Leggett

    Application development and delivery (AD&D) professionals who support CRM cannot afford failed technology initiatives. They increasingly deploy CRM solutions that are verticalized to leverage...

  • 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 Firms With Advanced Marketing Teams Grow Faster And Focus On People

    Landscape: The Experience-Led Marketing Playbook
    February 22, 2021 | Mary Pilecki

    Using data from the Forrester Analytics Business Technographics® Marketing Survey, 2020, which assessed the marketing innovation maturity of firms around the world, this report offers CMOs insights...

  • 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...

  • 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,...

  • Report Geopolitical Disruption Demands Local Trust

    CMOs At Global Brands Must Pivot To Truly Multilocal Operations
    February 11, 2021 | Thomas Husson

    Even before COVID-19, significant economic, political, and tech trends were fragmenting the global order. The pandemic's economic and social crises and associated geopolitical shifts will drive...

  • Report Forrester Infographic: Understanding Today's Hong Kong Investors

    February 11, 2021 | 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 Insurtech Funding Roundup, Q4 2020

    Amid Challenges, Insurtech Funding Finishes Strong
    February 10, 2021 | Jeffery Williams, Nicole Murgia

    Insurtechs bring innovation across the insurance value chain. Incumbents can't stand still as these nimble, digitally conscious startups disrupt insurance marketplaces or bring capabilities that...

  • Report Fintech Funding Roundup, Q4 2020

    Investors Reduce Risk As The COVID-19-Induced Downturn Continues
    February 10, 2021 | Peter Wannemacher, Aurelie L'Hostis

    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 tens of...

  • Report Reinvent Your Bank To Remain Relevant

    Executive Overview: The Digital Banking Strategy Playbook
    February 9, 2021 | Oliwia Berdak

    Empowered customers are transforming their relationships with banks and changing the industry's competitive landscape in the process. To avoid irrelevance, banks must embrace the future of banking,...

  • Report The State Of Digital Insurance, 2021

    Landscape: The Digital Insurance Strategy Playbook
    February 9, 2021 | Oliwia Berdak, Jeffery Williams

    The 2020 coronavirus pandemic has turbocharged and changed the drivers of digital transformation in insurance. This report explores how digital technologies are changing the industry's customers,...

  • Report The France Banking Customer Experience Index, 2020

    How French Banks Earn Loyalty With The Quality Of Their Experience
    February 9, 2021 | Oliwia Berdak, Luis Deya

    How well do leading French banks earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of seven banking brands in France that were analyzed as...

  • Report Prioritize Search, Alerts, And Card Management To Improve Your Mobile Banking Apps

    Focusing On Certain Mobile Features Can Give US And Canadian Banks The Most Bank For The Buck (Get It?)
    February 8, 2021 | Peter Wannemacher

    Your mobile banking app could be better. The reality for most providers is that mediocre or poor mobile experiences frustrate your customers, inhibit brand differentiation, and act as a drag on...

  • Report Case Study: How Standard Chartered Modernized Mobile Banking In South Korea

    February 4, 2021 | Frederic Giron

    Digital-only banks and fintechs have shaken up the banking industry — and the disruption shows no sign of slowing. Incumbents must innovate quickly and aggressively to battle back. In South Korea,...

  • Report The UK Banking Customer Experience Index, 2020

    How UK Banking Brands Earn Loyalty With The Quality Of Their Experience
    February 3, 2021 | Oliwia Berdak, Luis Deya

    How well do leading UK banking brands earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of eight banking brands in the UK that were...

  • Report The Italy Banking Customer Experience Index, 2020

    How Italian Banks Earn Loyalty With The Quality Of Their Experience
    February 3, 2021 | Oliwia Berdak, Luis Deya

    How well do leading Italian banks earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of seven banking brands in Italy that were analyzed as...

  • Report Embrace Rapid Change In Insurance Technology

    Executive Overview: The Digital Insurance Strategy Playbook
    February 3, 2021 | David Hoffman

    Digital technologies are transforming the entire value chain of insurance; creating new distribution opportunities; altering how insurers can assess, price, and manage risks; and creating new...

  • Report The State Of Digital Banking, 2021

    Landscape: The Digital Banking Strategy Playbook
    January 29, 2021 | Aurelie L'Hostis

    The 2020 coronavirus pandemic has driven disruption and turbocharged digital transformation in banking. Disruptors are gaining ground, innovating around both customers' and businesses' needs. While...

  • Report The Top Emerging Technologies In Banking In 2021

    What's Hot And What's Worth Watching In 2021
    January 28, 2021 | Jost Hoppermann, Martha Bennett

    Forrester interviewed more than 25 banking business and technology decision-makers as well as vendor representatives in the banking technology space to learn their tech investment priorities for...

  • Report Assess Your Digital Banking Capabilities

    Assessment: The Digital Banking Strategy Playbook
    January 28, 2021 | Aurelie L'Hostis

    To achieve digital mastery, banks need to invest in digital capabilities that reflect the entire customer lifecycle and support customers across touchpoints. This report — which is the assessment...

  • Report The Canada Banking Customer Experience Index, 2020

    How Canadian Banking Brands Earn Loyalty With The Quality Of Their Experience
    January 28, 2021 | Alyson Clarke

    How well do leading banking brands earn loyalty with the quality of their customer experience (CX)? In 2020, we reveal the complete rankings of 12 banking brands that were analyzed as part of the...

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