Search Results

• 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 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...

• Report Research Overview: Personalization

  A Guide To Our Personalization-Related Research

  December 11, 2020 | Rusty Warner, David Novitzky

  B2C marketers strive to deliver relevant, personalized customer experiences. But heightened customer expectations, conflicting business goals, overlapping technologies, and execution challenges...

• 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 The State Of Open Banking In Japan

  Japanese Banks Need To Clarify Their Role In An Open Banking Future

  September 24, 2020 | Meng Liu

  Japan is adopting an organic approach to open banking. Although it's not mandatory, leading Japanese banks and financial technology (fintech) firms have started experimenting with APIs to build...

• 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 From People To Products: Services Firms Offer More Software Than You Think

  Business Process Accelerators Help Digitize Business Operations

  August 20, 2020 | Nigel Fenwick

  Technology services firms build many variations of digital solutions for clients. Some vendors retain the intellectual property (IP) associated with these solutions, making it available to a...

• 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 Forrester Infographic: North American Financial Services Firms Plan To Keep Their Core Solution

  July 30, 2020 | Jost Hoppermann

  The digital transformation imperative in financial services is stronger than ever. This Forrester infographic uses Forrester's Q3 2019 Global Financial Services Architecture Survey to provide an...

• 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 Forrester Infographic: European Financial Services Firms Accelerate Digital Transformation

  June 12, 2020 | Jost Hoppermann

  The digital transformation imperative in financial services is stronger than ever. This Forrester infographic uses Forrester's Q3 2019 Global Financial Services Architecture Survey to provide an...

• Report Case Study: DBS Bank Enables An Insights-Driven Organization With An Enterprise Data Platform

  June 8, 2020 | Achim Granzen

  Global banks are facing increasing competition from digital-only banks. In Asia, digital banks are already operational and have turned up the competitive heat. To maintain its position as a leading...

• 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 Blockchain In 2020: A CIO's Guide To The 10 Most Prevalent Myths

  To Use Distributed Ledger Technology Successfully, Avoid These Key Misconceptions

  April 24, 2020 | Martha Bennett

  Distributed ledger technology (DLT, AKA blockchain) is maturing. Yet more initiatives will move beyond the pilot phase in 2020, and the technology will continue to evolve. Overall, pragmatism and...

• 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 Open Banking In Australia

  April 14, 2020 | Zhi-Ying Barry, Jacob Morgan

  The Australian government has mandated that the Big Four banks comply with open banking by July 2020 and that all other authorized deposit-taking institutions (ADIs) comply by July 2021. Many banks...

• Report The Evolution Of Digital Banking Platform Architecture

  How Connected Instances Of Digital Architectures Can Help Banks Prepare For The Future

  April 6, 2020 | Jost Hoppermann

  Most banks talk about transformation and their individual plans for that transformation. Nevertheless, banks' application landscapes are not yet in a shape that would allow them to cope with the...

• 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...