Search Results

• 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 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 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 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 How To Make The Shift To Sustainable Finance

  Vision: Financial Services Firms Will Mitigate New Risks With A Greater Focus On Sustainability

  March 18, 2021 | Oliwia Berdak, Luis Deya, Diane Deng

  Sustainability — with its focus on environmental, social, and governance (ESG) principles — is beginning to dominate political and business agendas worldwide. As allocators and stewards of capital...

• 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 How Financial Services Firms Are Embracing Sustainability Around The World

  Landscape: Environmental Initiatives Dominate Sustainability Efforts Of Financial Services Firms

  February 17, 2021 | Oliwia Berdak, Luis Deya, Diane Deng

  As allocators of capital and risk underwriters, financial services firms have a big role to play in sustainability. But with choices spanning environmental, social, and governance (ESG) activities,...

• 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...

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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 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 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 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 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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  Playbook The Digital Banking Strategy Playbook For 2021

  Reinvent Your Bank Through Digital

  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,...

  Read more of the Executive Overview >

• 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...