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As the coronavirus dominates the global headlines, businesses should take both defensive and strategic actions—focusing on customers, employees, and brand. Read more »

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  • Report Assess Your Digital Insurance Capabilities

    Assessment: The Digital Insurance Strategy Playbook
    April 9, 2021 | Jeffery Williams

    For insurers, the competitive landscape continues to intensify as smartphone-enabled insurtechs and ecosystem orchestrators exploit the empowered consumer's demand for digital interactions. To keep...

  • 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 Forrester Infographic: Financial Well-Being Is The Key To Loyalty For Chinese Banks

    December 28, 2020 | Meng Liu, Arnav Gupta

    Customer loyalty and retention have traditionally been a challenge for incumbent banks. Recent Forrester Analytics Consumer Technographics data reveals the reasons behind customer churn and the...

  • Report Research Overview: Financial Well-Being

    A Guide To Our Financial Well-Being-Related Research
    December 15, 2020 | Aurelie L'Hostis

    Sustainable finance has become an imperative. Promoting customers' financial well-being is a great opportunity for financial services firms to drive customer engagement, create new value, and...

  • Webinar Industry Lens: Tech Titans In Banking

    September 25, 2020 | Fiona Swerdlow, Alyson Clarke

    Join Forrester principal analyst Alyson Clarke for the second in our three-part "Industry Lens: Tech Titans" webinar series. Episode 2 focuses on how tech titans such as Apple, Google, and others...

  • 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 Investing Website Best Practices For 2020

    Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™
    April 15, 2020 | Jennifer Wise, Vijay Raghavan

    The website is the dominant digital touchpoint for US investors, so it's critical for digital leaders at investment firms to elevate their web experiences to win, serve, and retain their investors....

  • Report The Financial Well-Being Opportunity

    Financial Well-Being: Financial Services Firms Must Invest In Customers' Financial Health To Create Value And Drive Growth
    April 8, 2020 | Aurelie L'Hostis

    Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms...

  • Report Retail Checkout Page Best Practices

    Examining The Best Practices Of 15 Leading, Primarily US, Retailers
    March 12, 2020 | Lily Varon, Sucharita Kodali

    An intuitive checkout page is particularly important in the online purchase journey — and could be the difference between a transaction and an abandoned cart. We looked at 14 of the top US...

  • Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

    March 9, 2020 | 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 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...