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  • Report The Forrester Tech Tide™: Financial Well-Being, Q3 2020

    Eighteen Technologies Underpin Financial Well-Being Programs
    July 27, 2020 | Aurelie L'Hostis

    Putting financial well-being at the core of their strategy is critical to financial services firms' ability to win, serve, and retain customers. To develop their financial well-being program,...

  • Report Delight The Right Customers To Build A Successful Business

    June 9, 2020 | TJ Keitt

    Businesses often chase high overall customer experience (CX) scores. But these beacon metrics, which measure the average experience across all customers, provide limited insights to business...

  • Report Best Practices: Web Chat For Investors

    What Real Investors Say About Web Chat Experiences
    May 28, 2020 | Jennifer Wise

    Investment firms aim to offer web chat experiences that meet investors' expectations and drive use of the channel. To see how they stack up, we assessed the chat feature on eight investment firms'...

  • 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 Australia Superannuation Customer Experience Index, 2019

    How Australian Superannuation Firms Earn (But Mostly Lose) Loyalty With The Quality Of Their Experience
    April 1, 2020 | Riccardo Pasto

    How well do leading superannuation (retirement benefit fund) firms earn loyalty with the quality of their customer experience (CX)? This report reveals the complete rankings of seven superannuation...

  • Report The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

    The 13 Providers That Matter Most And How They Stack Up
    March 26, 2020 | Vijay Raghavan

    In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design...

  • Report The Future Of Work In Wealth Management

    Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills
    March 2, 2020 | Vijay Raghavan, J. P. Gownder, August du Pont

    Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the...

  • Report Customer Advocacy 2019: 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
    February 3, 2020 | Alyson Clarke, August du Pont

    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 Libra Isn't Dead, But It Needs A Better Form Of Life Support To Survive

    Fine Words About Regulatory Compliance Aren't Enough
    December 19, 2019 | Martha Bennett

    October 2019 was an eventful month for Libra: Seven major companies withdrew from the initiative, the Libra Association held its inaugural meeting, and the US House Committee on Financial Services...

  • 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...

  • Report The Impact Of Emerging Technology In 2030 On mCommerce Experiences In Wealth Management

    December 4, 2019 | Vijay Raghavan, Oliwia Berdak, Julie Ask

    Future wealth management services will be more natural, personalized, and contextually relevant. Mobile experiences in wealth management will be fueled by emerging technologies and customer-focused...

  • Report Now Tech: Digital Wealth Management Platforms, Q4 2019

    Forrester's Overview Of 24 Digital Wealth Management Platform Providers
    November 14, 2019 | Vijay Raghavan

    You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-gen capabilities to your financial...

  • Report Predictions 2020: Wealth Management

    Wealth And Investment Firms Will Get Creative To Protect Their Revenues

    Wealth and investment firms are buffeted by forces largely beyond their control. In 2020, as fears over the end of the equity bull market and climate-change-related risks reach a peak, executives...

  • Report US Insurance Customers Love Their Agencies

    Insurance Agencies Drive Loyalty And Retention
    October 1, 2019 | Jeffery Williams

    Rapidly advancing digital technologies are changing how customers buy insurance and engage with their carriers and insurance agencies. But does this spell the death of the insurance agency? We've...

  • Report The US Investment Firm Customer Experience Index, 2019

    How US Brokerage And Investment Firms Earn Loyalty With The Quality Of Their Experience
    September 27, 2019 | Vijay Raghavan, 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 investment brands that were...

  • Report Financial Services Firms Need To Rethink Personalization

    Personalization Is About Customer Engagement And Loyalty, Not Just The Next Product Sale
    September 26, 2019 | Alyson Clarke, Aurelie L'Hostis

    Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. But financial...

  • Report Attract And Retain Self-Directed Investors With Robust Trading Platforms

    Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Delegators With Reliable Financial Advice

    Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Validators With Investment Advice And Self-Service

    Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Understanding Today's US Investors

    Use This Updated Investor Segmentation To Guide Your Digital Business Strategy
    August 6, 2019 | Vijay Raghavan

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Disengaged Investors With Affordable Retirement Plans

    Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report The Canada Customer Experience Index, 2019

    How Brands Build Loyalty With The Quality Of Their Experience
    July 15, 2019 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? This year, we reveal the scores of all 161 brands across 14 industries in the Canada Customer Experience...

  • Report The US Customer Experience Index, 2019

    How Brands Build Loyalty With The Quality Of Their Experience
    June 11, 2019 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? This year, we reveal the scores of all 260 brands across 16 industries in the US Customer Experience...

  • Report The Australia Superannuation Customer Experience Index, 2018

    How Australian Superannuation Firms Earn (But Mostly Lose) Loyalty With The Quality Of Their Experience

    How well do leading superannuation (retirement benefit fund) firms earn loyalty with the quality of their customer experience (CX)? For the first time, we reveal the complete rankings of seven...

  • Report New Tech: Robo-Advice, Q2 2019

    Forrester's Landscape Overview Of 47 Robo-Advice Providers
    May 3, 2019 | Oliwia Berdak

    Banks and investment management firms are exploring automating financial advice as a way to serve the mass affluent consumer segment and boost efficiency and productivity of advisors and...

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