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  • Report Predictions 2019: Financial Services

    Financial Firms Focus On Operational Efficiency As They Prepare For A Downturn
    November 7, 2018 | Benjamin Ensor

    This brief outlines Forrester's predictions for the financial services industry in 2019. Volatile politics brings economic uncertainty, while trade wars or other shocks threaten recession in major...

  • Report North American Wealth Management Firms Must Embrace Digital To Stay Relevant

    Digital Technology Brings New Opportunities And Threats To Wealth Management
    September 19, 2018 | Vijay Raghavan

    There are multiple forces and innovations changing how Americans and Canadians invest in the stock market. Powered by digital technology, the wealth management industry is transforming to meet the...

  • Report The US Brokerage Customer Experience Index, 2018

    How US Brokerage And Investment Firms Earn Loyalty With The Quality Of Their Experience
    June 20, 2018 | Alyson Clarke, August Du Pont

    How well do leading brokerages and investment firms earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 brokerage and investment brands...

  • Report The US Customer Experience Index, 2018

    How Brands Build Loyalty With The Quality Of Their Experience
    June 19, 2018 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of all 287 brands across 19 industries in the US Customer...

  • Report Q&A: Understanding Account Aggregation

    Six Questions Every Digital Strategy Executive In Financial Services Should Know The Answer To
    March 9, 2018 | Davis Janowski, Aurelie L'Hostis

    Account aggregation is not new, but it is rapidly evolving in the face of new technology, increased need for data security, and the movement toward open banking. New account aggregation providers...

  • Report Investment Companies All Talk Alike

    Investment Companies Fail To Produce Content That Gives Customers Reason To Believe Them
    March 8, 2018 | Ryan Skinner

    Investment firms are fighting for an estimated $30 trillion in new assets under management for individuals between 2015 and 2020. And new digital investment firms (so-called robo-advisors) join the...

  • Report CX Quality Can Affect Stock Performance

    A Stock Portfolio Of CX Leaders Beat A Portfolio Of CX Laggards
    February 22, 2018 | Dylan Czarnecki, Rick Parrish

    Forrester has proven that customer experience (CX) leaders grow revenue faster than CX laggards, drive higher brand preference, and can charge more for their products. But does good CX also...

  • Report The Forrester Investing Wave™: US Mobile Apps, Q1 2018

    Mobile Investing Apps Underwhelm With Poor Usability And Lack Of Guidance, Undermining Strong Transactional Features
    January 16, 2018 | Davis Janowski, Jennifer Wise

    Mobile apps have become integral to consumers, who turn to them to manage their everyday lives — including their financial well-being. To see how helpful investing apps are to customers, we...

  • Report Customer Advocacy 2017: How Advocating For Customers Helps Financial Firms Drive Loyalty

    US Customers Rate Their Banks, Credit Card Providers, Insurers, And Wealth Management Firms On Advocacy And Future Purchase Intent
    January 3, 2018 | Alyson Clarke, Mike Chirokas

    Customer advocacy — customers' perception that a firm does what's best for them, not just what's best for the firm's own bottom line — is a key driver of loyalty and future purchase intent at...

  • Report Investment Management Apps Are Failing Mainstream, Younger US Investors

    Incumbents Risk Losing Millennial Investors Over Lack Of Comprehensive Financial Guidance In Mobile Offerings
    December 26, 2017 | Davis Janowski

    Many traditional investment management firms have felt little pressure to develop their mobile apps to include holistic advice features. This makes sense to a point: Incumbent firms' best clients...

  • Report Best Practices In US Mobile Investing Functionality

    The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors
    December 7, 2017 | Davis Janowski

    With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of...

  • Report Trends 2018: Australian Digital Wealth Management

    Digital Technology Brings New Opportunities To Wealth Management
    November 29, 2017 | Zhi-Ying Barry

    Australian wealth management firms face a host of challenges in 2018. Only those that transform themselves digitally and improve their customer experience can survive and thrive in this challenging...

  • Report Predictions 2018: Financial Services Companies Get Serious About Digital Transformation

    Executives at financial services companies worldwide understand that digital transformation means business transformation. Most companies will spend 2018 working on new initiatives to better win,...

  • Report Disrupting Finance: Digital Money Managers

    Digital Money Managers Offer A Simple Way To Manage Money
    October 19, 2017 | Aurelie L'Hostis

    Digital money managers offer account aggregation, spending insights, budgeting and savings tools, alerts, and financial guidance to consumers who wish to manage their money but don't have the time,...

  • Report The US Investment Firms Customer Experience Index, 2017

    How US Investment Brands Earn Loyalty With The Quality Of Their Experience
    October 18, 2017 | Davis Janowski, Dylan Czarnecki

    How well do leading investment brands earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 US investment brands — both direct and...

  • Report Creating Powerful Customer Experiences In A Low-Engagement Industry

    Answer Five Key Questions To Transform CX In The Retirement Sector
    October 13, 2017 | Tom Champion

    Delivering exceptional customer experiences (CX) in low-engagement industries is hard. This is particularly true for the retirement planning sector, which is typically both heavily regulated and...

  • Report Adoption Of Automated Investment Services Remains Low

    To Tap Into The Potential Of Automated Investment Services, Digital Wealth Management Leaders Need To Overcome Barriers
    September 8, 2017 | Zhi-Ying Barry

    The launch of automated investment services by Bank of America, Capital One, China Merchants Bank, OCBC Bank, Ping An Bank, and Wells Fargo is piquing executives' interest. While we expect other...

  • Report Millennials Want Financial Advice, With Or Without Humans

    Across Most Developed Markets, Millennials Crave Advice, Yet They Trust Algorithms Almost As Much As Humans
    August 30, 2017 | Peter Wannemacher, Davis Janowski

    Millennials are now the largest generation in the workforce across most developed markets. As their finances become more complex, Millennials are developing a healthy appetite for advice on money...

  • Report The Canada Customer Experience Index, 2017

    How Brands Build Loyalty With The Quality Of Their Experience
    August 28, 2017 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of all 192 brands across 18 industries in the Canada CX Index...

  • Report The US Customer Experience Index, 2017

    How Brands Build Loyalty With The Quality Of Their Experience
    August 1, 2017 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of all 314 brands across 21 industries in the US CX Index. We...

  • Report Read My Lips: Clear Communication Can Mean Billions In Revenue

    Improving Customer Communications Creates An Easy And Engaging Customer Experience — And Drives Revenue
    July 31, 2017 | Faith Adams, Margaret Rodriguez, Danielle Place

    How well your company communicates with your customers has a surprisingly large impact on your brand's overall customer experience. In turn, this outsized influence translates into a revenue impact...

  • Report Win The Hearts Of Customers With Digital Money Management

    Traditional Banks In China Must Seize New Opportunities To Stave Off Digital Disruption
    July 14, 2017 | Eryan Zhou

    Digital money management in China is still in its early stages, but it will continue to develop as financial disruptors win customers and traditional banks slowly join the game. This report helps...

  • Report Disrupting Finance: Crowdfunding

    Crowdfunding Provides A Viable Alternative Source Of Funding
    April 19, 2017 | Oliwia Berdak

    Crowdfunding — which is essentially online fundraising — has grown exponentially over the past few years. Hundreds of crowdfunding sites like Crowdcube, GoFundMe, and Kickstarter match people in...

  • Report Use The DOL Fiduciary Rule As A Catalyst For Transformation

    Let The Change It Represents Be A Catalyst For Digital Transformation
    April 10, 2017 | Davis Janowski

    Originally slated for April 10, 2017, the US Department of Labor's conflict of interest fiduciary rule has been delayed and is now scheduled to go into effect on June 9. Executives in the US wealth...

  • Report The DOL Fiduciary Rule Has Momentum; Go With It

    Despite Regulatory Uncertainty, The US Retirement Plan Industry Is Changing; Don't Be Left Behind
    March 24, 2017 | Davis Janowski

    President Trump's executive order calling for a review of the Department of Labor's proposed fiduciary rule has left many in the US retirement plan industry uncertain about how to proceed or how to...