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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 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 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 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 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 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 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...

  • Report Digital Trends 2019: European Wealth And Investment Management

    Maintain Your Digital Course Through Choppy Waters
    April 5, 2019 | Oliwia Berdak

    European wealth and investment firms face a host of challenges in 2019. Political uncertainty and slowing economies are driving market volatility and redemptions. As these begin to bite, firms must...

  • Report Help Digital Banking Customers With Budgeting And Saving

    Digital Feature Fix: Help Customers Stay On Top Of Their Finances With Effective Budgeting And Savings Tools
    January 18, 2019 | Aurelie L'Hostis

    A common pitfall on banks' websites and mobile apps is a lack of budgeting and savings tools to help customers improve how they manage their finances. This brief explains why budgeting and savings...

  • Report Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences
    January 16, 2019 | Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening...

  • Report Use Behavioral Economics To Inform Your Financial Well-Being Strategy

    Design Digital Experiences That Encourage Customers To Adopt Better Financial Habits
    December 13, 2018 | Aurelie L'Hostis

    Advances in behavioral science have shed new light on how people make decisions — and that includes personal finance. Despite best intentions, people don't always stick to their financial goals....