Search Results

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  Webinar The State Of SMB Banking, 2021

  February 11, 2021 | Aurelie L'Hostis

  Small and medium-size businesses (SMBs) remain underserved by traditional financial services providers. Many have been severely hit by the COVID-19 pandemic crisis and need to build resilience to...

• 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 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...

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  Webinar What's Hot And What's Not In Wealth Management Tech For 2020

  October 14, 2020 | Vijay Raghavan

  In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...

• 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...

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  Webinar Forrester's 2020 Reviews Of US And Canadian Banks' Mobile Apps: Insights, Best Practices, And Lessons Learned

  August 17, 2020 | Peter Wannemacher, Gina Bhawalkar

  Every year, Forrester reviews the mobile banking experiences on dozens of banks’ apps — a moving target, as customers’ expectations and digital disruptors’ offerings...

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  Webinar How To Use Forrester's Moments Index To Prioritize Investments In Your Digital Experience Portfolio

  May 14, 2020 | Julie Ask, Angelina Gennis

  Brands must take a methodical, quantified approach to understand how their customers use, and prefer to use, their services on a host of devices, platforms, and channels. That analysis is the...

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  Webinar Invest In Customers' Financial Well-Being To Create Value And Drive Growth

  May 7, 2020 | Aurelie L'Hostis

  Financial services providers are under high pressure to redefine their sense of purpose, as their interests no longer align with those of the customers they serve. Firms should pursue a value-based...

• 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 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...

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  Webinar Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

  October 31, 2019 | Alyson Clarke, Aurelie L'Hostis

  Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences in their immediate...

• Report Eight Ways To Grow Deposits

  Strategies And Tactics For Banks And Credit Unions To Drive Deposit Growth

  October 23, 2019 | Alyson Clarke

  Winning deposits is a key priority for many banks and credit unions, and competition is fierce in the battle to find cheap deposits and keep funding costs down. But attracting deposits isn't only...

• Report Six Common Pitfalls On Chinese Mobile Banking Apps And How To Fix Them

  Learn From Industry Best Practices How To Avoid These Mistakes

  October 2, 2019 | Meng Liu, Riccardo Pasto

  Forrester recently concluded its Forrester Wave™ evaluation of mobile banking apps in mainland China, which assessed the functionality and user experience (UX) of the mobile banking apps of six...

• Report The Future Of Small Business Banking

  Bank Brands Will Fade As Their SME Products Become Components In Other Companies' Ecosystems

  September 24, 2019 | Peter Wannemacher

  Banking for small- and medium-sized businesses is being disrupted by dozens of new entrants such as MYbank, Square, Stripe, Tide, and Xero that offer small- and medium-sized enterprises (SMEs) a...

• Report Digital Banks Will Push Hong Kong's Traditional Banks To Move Into The Digital Era

  Customers Are Not Satisfied With Mobile Banking From Existing Banks

  September 20, 2019 | Meng Liu

  The arrival of digital-only banks will change the landscape of Hong Kong's banking industry. Digital business professionals at both new digital banks and traditional banks in Hong Kong need to...

• Report Six Common Pitfalls On Hong Kong Mobile Banking Apps And How To Fix Them

  Learn From Industry Best Practices How To Avoid These Mistakes

  August 28, 2019 | Meng Liu

  Forrester recently concluded its Forrester Wave™ evaluation of mobile banking apps in Hong Kong, which assessed the functionality and user experience (UX) of the mobile banking apps of five large...

• Report Video: Drive Deposits By Helping Your Customers Save

  July 9, 2019 | Alyson Clarke, Aurelie L'Hostis

  Driving deposits is a key priority for many banks and credit unions. Attracting deposits isn't only about interest rates, it's also about helping customers save. But saving is hard — your...

• Report Simplify Insurance Customer Journeys By Improving Search

  Digital Feature Fix: Use Search To Help Digital Insurance Customers Navigate And Take Action

  June 24, 2019 | Jennifer Wise, Jeffery Williams, August du Pont

  Our Forrester Industry Wave™ evaluations of insurance sites and apps often reveal that these sites miss key content, features, or functions that customers need to complete their goals. A common...

• Report Digital Feature Fixes: Take Concrete Steps To Improve Your Digital Banking Capabilities

  Learn From The Best Digital Experiences In The Industry

  June 12, 2019 | Alyson Clarke, Aurelie L'Hostis, Peter Wannemacher

  Building great digital banking experiences isn't easy. Some digital banking teams have made preventable mistakes that make digital touchpoints less effective or harder to use than they can be....

• Report Educate Customers To Help Them Make More Confident Banking Decisions

  Digital Feature Fix: Help Prospects Understand How Banking Products Work

  May 23, 2019 | Alyson Clarke

  Most consumers need and want help to understand products and make better financial decisions. Educational tools can engage prospects and further their relationship with the brand. Banks and credit...

• 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...