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  • Report Understand Your Customers To Help Improve Their Financial Well-Being

    Financial Well-Being: Use This Segmentation To Develop Your Financial Well-Being Strategy
    April 14, 2021 | Aurelie L'Hostis

    Consumers face multiple financial challenges, and many are worried about their financial situation. Various attitudinal, situational, and external factors can impact an individual's financial...

  • 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 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 Forrester Digital Experience Review™: US Investing Websites, Q4 2020

    Fidelity Leads With A Breadth Of Functionality, While TD Ameritrade Delivers A Strong User Experience
    December 29, 2020 | Vijay Raghavan, David Truog

    Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we...

  • Report The State Of The US Grocery Shopper — COVID-19

    US Grocery Shopper Behaviors In The New Normal
    December 22, 2020 | Sucharita Kodali, Madeline Cyr

    Throughout waves of shutdowns and fears that the coronavirus pandemic has resurged, one place where online adults still show up is in grocery stores. In this way, the pandemic has essentially...

  • Report The Forrester Digital Experience Review™: US Mobile Banking Apps, Q3 2020

    USAA And Bank Of America Lead With Valuable Features, While Digital Bank Brands Offer Strong User Experiences
    August 6, 2020 | Peter Wannemacher, Gina Bhawalkar

    For millions of Americans, mobile apps have become the hub of their banking relationship and the starting point for many financial decisions and activities. To gauge how effective and easy...

  • Report Forrester Infographic: The State Of Financial Well-Being In The US, 2020

    April 27, 2020 | Aurelie L'Hostis, Luis Deya

    US consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in the US....

  • 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 Forrester Investing Wave™: US Websites, Q4 2019

    Firms Must Optimize Their Site's Functionality And Experience Design To Help Investors Access Information
    December 12, 2019 | Vijay Raghavan, Jennifer Wise

    The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...

  • Report Attract And Retain Self-Directed Investors With Robust Trading Platforms

    Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools
    August 6, 2019 | Vijay Raghavan, August du Pont

    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 Win Over Delegators With Reliable Financial Advice

    Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies
    August 6, 2019 | Vijay Raghavan, August du Pont

    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 Win Over Validators With Investment Advice And Self-Service

    Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success
    August 6, 2019 | Vijay Raghavan, August du Pont

    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 Understanding Today's US Investors

    Use This Updated Investor Segmentation To Guide Your Digital Business Strategy
    August 6, 2019 | 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 Win Over Disengaged Investors With Affordable Retirement Plans

    Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice
    August 6, 2019 | Vijay Raghavan, August du Pont

    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 Video: Emerging Risk And Reward In US Small Business Insurance

    Invest To Protect Small Business Customers From New Risks
    July 23, 2019 | Ellen Carney

    Customer expectations, demographics, competition, and technology are changing US small businesses — and their business insurance needs. Segments historically overlooked in the digital wave, such as...

  • Report The Forrester Banking Wave™: US Mobile Apps, Q2 2019

    US Mobile Banking Experiences Are Often Effective, Sometimes Easy, But Rarely Evoke Positive Emotions — Leaders Are Improving All Three
    May 15, 2019 | Peter Wannemacher, Gina Bhawalkar, August du Pont

    Mobile apps have become the touchpoint of choice for millions of Americans to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering...

  • Report Video: T-Mobile MONEY Checking Account Opening Review

    Watch Our Video On Opening A T-Mobile MONEY Checking Account
    May 1, 2019 | Alyson Clarke, Andrew Hogan

    T-Mobile has entered retail banking in the US, launching the T-Mobile MONEY checking account. We opened an account to understand how T-Mobile helps customers through the purchase journey. This...