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  • Enterprise Collaboration
  • Financial Services

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The Enterprise Collaboration Playbook For 2018

Gain A Competitive Advantage Through Enterprise Collaboration

Many of today's collaboration technology initiatives fall well short of their transformational potential. But a properly executed enterprise collaboration strategy engages employees and connects...

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  • For Application Development & Delivery Professionals

    Report

    Report Brief: How Financial Services Firms Use Video To Transform Customer Experiences

    Online Video And Chat Prove Increasingly Important
    May 7, 2015 | Art Schoeller

    In the age of the customer, trust and transparency are critical for banks, investment management firms, and insurance providers. With the growth of online and mobile banking, online video and video...

  • For Customer Experience Professionals

    Report

    Report Design Lessons From Forrester's 2013 Outside In Award Winners

    A Look Inside The Experience Design Programs At Ally Bank And PwC Australia
    October 31, 2013 | Kerry Bodine, Amelia Sizemore

    In its first annual Outside In Awards, Forrester recognized two winners in the customer experience design category. Financial services provider Ally Bank designed and tested a mobile application in...

  • For Application Development & Delivery Professionals

    Report

    Report Create A People-Focused HRM Business Strategy

    June 7, 2013 | Claire Schooley

    Companies need a human resource management (HRM) strategy that focuses on finding and developing successful employees who meet company goals and supporting them not only with a traditional...

  • For Application Development & Delivery Professionals

    Report

    Report SharePoint Adoption Faces Three Barriers: Mobile, Social, And Cloud

    February 27, 2013 | John R. Rymer, Rob Koplowitz

    These data charts contain the full results of Forrester's August 2012 Global SharePoint Usage Online Survey. The results indicate that weak mobile access and social computing features combined with...

  • For CIO Professionals

    Report

    Report The Business Impact Of Mobile Engagement

    December 18, 2012 | Ted Schadler

    Smartphones and tablets are game changers for engagement because people carry them everywhere they go. Your customers and partners and employees have perpetual access to the vast resources of the...

  • For CIO Professionals

    Report

    Report Smart Process Applications Fill A Big Business Gap

    They Will Grow Twice As Fast As The Enterprise Application Market
    August 8, 2012 | Andrew Bartels, Connie Moore

    Smart process apps are a new category of application software designed to support business activities that are people-intensive, highly variable, loosely structured, and subject to frequent change....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Collaborative Advice

    Using Digital Touchpoints To Enhance Advisor-Client Relationships
    July 11, 2012 | Bill Doyle

    In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...

  • For CIO Professionals

    Report

    Report The Process-Driven Business Of 2020

    Why And How To Shift From Incremental Improvement To Transformation
    April 16, 2012 | Connie Moore

    Business executives expect the CIO to help continuously improve processes by implementing major software suites, developing new apps, or enhancing existing processes. Spurred by the great...

  • For CIO Professionals

    Report

    Report Smart Computing Connects CIOs With The Business

    Sensors, Machine-To-Machine, Analytics, And Collaboration Help CIOs Solve Business Problems
    March 28, 2012 | Andrew Bartels

    It is no surprise that CIOs have shown keen interest in cloud computing, since its variations can help reduce IT's capital and operating costs and speed up delivery of projects. But many CIOs are...

  • For CIO Professionals

    Report

    Report Framing The Business And IT Impact Of Mobile And Remote Work

    Business Leaders Must Focus On People, Technologies, And Facilities Management
    January 27, 2012 | TJ Keitt

    With two-thirds of the North American and European workforce reporting that they work outside a corporate office at least occasionally during a month, it's imperative that business leaders initiate...

  • For Security & Risk Professionals

    Report

    Report Understanding Legal And Regulatory Risks In Social Media

    January 5, 2012 | Brian W. Hill

    Even as social media adoption surges across the enterprise, security and risk (S&R) professionals have yet to fully understand and mitigate associated legal, compliance, and security risks. S&R...

  • For CIO Professionals

    Report

    Report SharePoint Adoption: Content And Collaboration Is Just The Start

    Driving A SharePoint-Based Information Workplace Will Challenge C&C Pros
    September 30, 2011 | Rob Koplowitz, John R. Rymer

    Microsoft SharePoint is poised for broader adoption as an Information Workplace platform. While most use it for content and collaboration (C&C) needs today, the platform's broad, integrated...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Affluent Investors Seek Online Collaboration

    Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients
    May 11, 2011 | Bill Doyle

    Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors...

  • For Application Development & Delivery Professionals

    Report

    Report Case Study: Focus On Users Creates Knowledge Advocates At Woodmen Of The World

    March 25, 2011 | Kate Leggett

    Woodmen of the World, a fraternal benefit society that provides insurance and investment products, was consolidating the operations of three divisions into one and needed a solid knowledge...

  • For CIO Professionals

    Report

    Report Disciplined Social Innovation

    Three Firms Achieve Tangible Results
    August 30, 2010 | Rob Koplowitz, Leslie Owens

    Companies depend on innovation to sprint out of the current economic doldrums and to return to profitability and growth. Innovation is a discipline with established best practices, needed skill...

  • For Security & Risk Professionals

    Report

    Report Japan SaaS Market Forecast And Update: 2009 To 2014

    May 1, 2010 | Masami Kashiwagi

    This document provides an overview of software-as-a-service (SaaS) in order to enable vendor strategists to better understand the SaaS market in Japan. The report compares SaaS market growth with...

  • For Enterprise Architecture Professionals

    Report

    Report Smart Computing Innovation Must Be Guided By EAs

    March 30, 2010 | Henry Peyret

    Forrester predicts that the latest cycle of technology innovation, "Smart Computing," will reshape the technology market through 2017. Smart Computing — which involves a blend of smart devices,...

  • For Application Development & Delivery Professionals

    Report

    Report The Arrival Of Smart Computing Reinforces The Need For Dynamic Business Applications

    Smart Computing Drives The New Era Of IT Growth
    February 18, 2010 | Mike Gilpin

    Since the 1950s, the US has seen three cycles of technology investment growth and refinement. In 2008, the US entered its fourth such cycle, which Forrester is labeling "Smart Computing." Smart...

  • For Infrastructure & Operations Professionals

    Report

    Report The Next Wave Of IT Investment Is Smart Computing

    Smart Computing Drives The New Era Of IT Growth
    January 5, 2010 | Simon Yates

    Like the mainframe, personal, and network computing eras that have gone before it, "Smart Computing" will usher in a new era of technology innovation and growth. But, says Andrew Bartels, it will...

  • For CIO Professionals

    Report

    Report Smart Computing Drives The New Era Of IT Growth

    A New Tech Investment Cycle Holds Seismic Promise — And Challenges
    December 4, 2009 | Andrew Bartels

    The technology industry has entered a new cycle of tech innovation and growth, which we are calling "Smart Computing." Like prior cycles of mainframe computing, personal computing, and network...

  • For B2B Marketing Professionals

    Report

    Report Hot Banking Tech Companies To Watch In 2009: Q2 Update

    June 17, 2009 | Ellen Carney

    The banking industry continues to suffer from the global recession and backlash from last fall's financial crisis. While it's tempting to believe that bank-related technology investment is dead,...

  • For CIO Professionals

    Report

    Report The ROI Of eLearning

    A Total Economic Impact™ Analysis Uncovers Big Benefits From Learning Online
    April 13, 2009 | Claire Schooley

    Online learning earns companies a positive return on investment (ROI) in less than a year. If you have a business that is spread across many locations, it makes good business sense to implement an...

  • For Application Development & Delivery Professionals

    Report

    Report Case Study: CNA Insurance Deploys A Smart Combination Of PLM Processes And Technology

    April 10, 2009 | Roy C. Wildeman

    To support its $10-billion property and casualty insurance business, CNA Insurance needed a way to tame its product data complexity and drive better turnaround time for new product introductions...

  • For Application Development & Delivery Professionals

    Report

    Report Forrester's Best Practices Framework For Adopting PLM In Services Organizations

    Lessons For Companies Where The "Product" Is Not a Manufactured Good
    April 10, 2009 | Roy C. Wildeman

    Forrester interviewed users, vendors, and systems integrators operating in financial services, telecom, and other services industries to research the common principles behind leading methods for...

  • For CIO Professionals

    Report

    Report Collaboration Software Applications And Tools In Asia Pacific

    December 1, 2008 | Dane Anderson

    This document provides vendor strategists with an overview of collaboration software applications and tools on the market in Asia Pacific. Conducted from April to May 2008, report research is based...