Search Results

• Report Build A Dynamic Digital Banking Roadmap

  Roadmap: The Digital Banking Strategy Playbook

  January 22, 2021 | Peter Wannemacher

  Digital business leaders at banks must have both a vision of the future and a strategic plan for getting there. But moving from vision to action is never easy. Banks need a roadmap that lays out...

• 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 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 How To Reinvent Small Business Lending

  SMB Lending Transformation Requires A Reset Of Technology, Processes, And Culture

  December 10, 2020 | Zhi-Ying Barry

  COVID-19 is challenging how business lenders operate at every part of the lending value chain. To address these challenges, some lenders have begun to digitize parts of the origination and...

• 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 Building The Business Case For Omnichannel Commerce

  Business Case: The Omnichannel Commerce Playbook

  December 7, 2020 | Brendan Witcher

  Digital business professionals must build effective omnichannel business cases to minimize the risk of launching initiatives that: 1) lack critical internal support; 2) fail to meet customers'...

• 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...

• Report COVID-19 Is Forcing Lenders To Transform

  Accelerate Small Business Lending Digital Transformation To Drive Growth And Demonstrate Leadership

  August 26, 2020 | Zhi-Ying Barry

  COVID-19 has exacerbated the liquidity challenge that small and medium-size businesses (SMBs) globally face. Many incumbent lenders have been forced to transform their systems and processes to help...

• Report Now Tech: P&C Claims Management Systems, Q3 2020

  Forrester's Overview Of 20 P&C Claims Management System Providers

  July 31, 2020 | Ellen Carney

  As a property and casualty (P&C) insurer, you use a claims management system to improve the claimant experience, boost efficiency through automation, and orchestrate recovery activities across the...

• 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 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...

• Report The Renaissance Of Branch Banking In Asia Pacific

  Let CX And EX Drive Branch Transformation

  April 27, 2020 | Tom Mouhsian

  Digital self-service and transaction automation have led banks to close branches. But many customers still depend on branch staff for financial consultations and support, shifting the key drivers...

• 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 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 Digital Banking In Asia

  A Look At Submissions To The Digital Banker Awards For 2019 And 2020

  March 27, 2020 | Tom Mouhsian, Frederic Giron

  The banking landscape in Asia is rapidly evolving as new entrants and incumbents vie to win, serve, and retain ever more entitled and empowered customers. Forrester worked with The Digital Banker...

• 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...

• 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 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 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 Now Tech: Insurance Agency Platforms, Q1 2020

  Forrester's Overview Of 28 Insurance Agency Platform Providers

  February 13, 2020 | Jeffery Williams

  You can use insurance agency platforms to deliver omnichannel customer experience (CX), improve your agency network's operating efficiency, and boost revenue and market share. But to realize these...

• 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 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 Build A Business Case For Digital Insurance Transformation

  Business Case: The Digital Insurance Strategy Playbook

  January 21, 2020 | Zhi-Ying Barry

  Globally, insurers have invested billions of dollars in digital transformation. With greater economic and regulatory uncertainty going into 2020, digital insurance executives will need to not only...