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  • Report Forrester Infographic: Insurtech Funding Roundup, Q1 2021

    June 21, 2021 | Jeffery Williams

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

  • Report Use Mobile Notifications To Modify User Behavior In Wellness Apps

    Part Of The "Successful Health And Wellness Mobile Experiences" Series
    June 3, 2021 | Julie Ask

    Health and wellness experiences can use mobile notifications to help consumers form new habits — but unlike other sectors, these services face unique challenges. First, there are limits to what...

  • Report Danger! Unchecked, Notifications Can Ruin Experiences

    May 21, 2021 | Julie Ask, Rob Koplowitz

    Businesses should use the data "exhaust" from digital process automation (DPA) solutions to dramatically improve customer experiences, giving customers greater peace of mind or timely nudges to...

  • Report Global Private Banking Trends In 2021

    Leading Private Banks Are Embracing Digital To Attract Tomorrow's Customer
    April 20, 2021 | Vijay Raghavan

    Digital transformation is changing how customers interact with their private banks and how financial advisors dispense financial advice. Significant gaps continue to exist in private banking,...

  • Report How To Succeed With Marketplace Business Models In Financial Services

    Hint: Build A Collaborative Business Model Strategy
    April 12, 2021 | Jacob Morgan

    The financial services industry is already responding to platform-driven change, of which the marketplace approach is the most likely winner. This report distills best practices from firms at the...

  • Report What You Need To Thrive In Autonomous Finance

    Companies Looking To Win Customers And Make Money With Autonomous Finance Offerings Will Need Distinct Capabilities And Competencies — And They'll Need To Own Certain IP
    April 12, 2021 | Peter Wannemacher

    Early in 2020, Forrester predicted a move away from financial products, with the onus to use them effectively on the customer. In their place, we see tools using algorithms and AI technologies to...

  • Report Inhibitors To Achieving Consumer Digital Experience Goals In The Next Two Years

    A Series Of Executive Conversations On Digital Experiences
    April 1, 2021 | Julie Ask

    "When you look forward two years and think about your aspirations for your consumer digital experiences, what will inhibit you from reaching those goals?" This report shares these perspectives from...

  • Report Digital Experience Priorities In The Next Two Years

    A Series Of Executive Conversations On Digital Experiences
    April 1, 2021 | Julie Ask

    "When you look forward two years, how will you describe your digital experiences? What is the next leap forward?" This report shares these perspectives from our "Digital Experience Executive...

  • Report The State Of Digital Experiences

    A Series Of Executive Conversations On Digital Experiences
    April 1, 2021 | Julie Ask

    "How would you describe the state of your company's digital services or experiences today for consumers?" This report shares these perspectives from our "Digital Experience Executive Conversations"...

  • Report The Use Of Emerging Technologies In Consumer Digital Experiences

    A Series Of Executive Conversations On Digital Experiences
    April 1, 2021 | Julie Ask

    "How is your organization using emerging technologies? Is doing so a priority?" This report shares these perspectives from our "Digital Experience Executive Conversations" series, in which...

  • Report Six Trends That Are Shaping P&C Digital Insurance Tech Strategies In 2021

    March 31, 2021 | Ellen Carney

    The year 2020 shattered insurance industry inertia. Insurance digital and tech organizations honed their digital servicing capabilities as a critical means to retain customers. New products and...

  • Report Consumer Banking Trends In 2021

    Five Trends Shaping The Next Generation Of Retail Consumer Banking
    March 30, 2021 | Alyson Clarke

    The COVID-19 pandemic has both accelerated and initiated changes to consumer behavior and the retail banking landscape that will be felt for many years to come. It has accelerated the entrance of...

  • Report The Future Of Insurance

    Vision: The Digital Insurance Strategy Playbook
    March 18, 2021 | Jeffery Williams

    Before COVID-19, the rapid advancement of digital technology and insurtech disruption ushered in new ways to sell, buy, administer, and service insurance. In the midst of the pandemic, digital...

  • Report The Forrester New Wave™: Open Banking Intermediaries, Q1 2021

    The Nine Providers That Matter Most And How They Stack Up
    March 17, 2021 | Jacob Morgan

    In Forrester's evaluation of the emerging market for open banking intermediaries, we identified the nine most significant providers in the category — Bud, Fabrick, ndgit, Plaid, Salt Edge, TESOBE,...

  • 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 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 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 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 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 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 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...

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