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  • eStatements

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  • For eBusiness & Channel Strategy Professionals

    Report

    Report Brief: Why Your Customers Still Use Paper Statements

    Answer: Because You Haven't Turned Them Off
    August 15, 2014 | Denee Carrington

    Electronic statements (eStatements) aren't a new concept to US consumers or billers; however, some industries such as utilities, life insurance, investments, and government lag behind. Despite...

  • For Enterprise Architecture Professionals

    Report

    Report Convert Core Output To Digital Now

    Fifty Percent Of Core-System Output Will Be Digital By 2020
    July 10, 2014 | Craig Le Clair

    The output from core systems is mostly communications of record — a monthly statement or a letter cancelling a policy. Forrester clients frequently ask about converting this type of output from...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2014 European Online Banking Functionality Benchmark

    mBank Offers The Most Extensive Secure Site Functionality
    May 27, 2014 | Stephen Walker

    Digital teams at banks should continuously evaluate their secure websites to look for improvements to online banking content and functionality. These teams want to know how their online banking...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2013 US Bank Secure Website Rankings

    Citi Retains The Top Spot
    December 26, 2013 | Peter Wannemacher, Rachel Roizen

    Digital teams at banks are continuously evaluating their secure websites, with an eye toward enhancing content and functionality. These teams want to know how they compare with their peers, while...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Weaning US Investors Off Paper Statements

    December 10, 2013 | Bill Doyle

    The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Time For US Banks To Get Tough And Turn Off Paper For eDelivery Customers

    November 20, 2013 | Peter Wannemacher, Catherine Graeber

    For more than a decade, financial firms have worked to get their customers to enroll in eStatements and other eDelivery offerings. Early on, the assumption was that getting clients to receive...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report More US Investors Adopt eDelivery, But Most Still Get Paper

    July 5, 2012 | Bill Doyle

    Eager to reduce the costs of mailing paper statements and other client communications, investment firms have been promoting electronic delivery (eDelivery) to their customers. It's working: The...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Insurance eDelivery Adoption Has Room For Growth

    Auto And Home Insurance Firms Should Refurbish eDelivery Strategies
    June 28, 2011 | Ellen Carney

    Paper bills, statements, and policies are a costly and unnecessary expenditure in the auto and homeowner insurance industry. Although it is idealistic at best to think that eBusiness teams at...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report US Investors Adopt eDelivery, But Most Still Want Paper

    To Boost Adoption, Executives Need To Educate Customers About The Benefits
    February 9, 2011 | Bill Doyle

    The number of investors who receive statements and other account communications in electronic form is up substantially over the past three years. But most investors still cling to paper. Why? Many...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Which Investors Are Likely To Adopt eDelivery?

    Potential Adopters Are Younger, Secure Online, And Open To Ads And Advice
    February 9, 2011 | Bill Doyle

    More and more US investors are opting to receive statements and other account communications online. But the numbers remain small: Just 22% of US investors have gone online-only for an investment...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Paperless Plight: Growing Resistance Outpaces Adoption Among US Bank Account Holders

    Low Penetration Suggests A Change In Strategy Is Needed
    November 1, 2010 | Emmett Higdon

    With more US consumers accessing their bank accounts through multiple channels today, the value of a paper snapshot of their financial activity would seem to have shrunk considerably. And yet the...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Hot Insurance Tech Companies To Watch In 2010: Q2 Update

    July 29, 2010 | Ellen Carney

    Effective vertical strategies are becoming more critical for tech vendors as they try to address the core business problems — not just the pure technical problems — of their customers. This is...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Hot Banking Tech Companies To Watch In 2010: Q2 Update

    July 16, 2010 | Ellen Carney

    Focusing on solving the core industry-specific business problems is the next big wave in the tech industry. Nowhere is it more evident of technology's unique role in solving business problems than...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2009 Canadian Bank Secure Web Site Rankings

    RBC Posts Solid Scores In All Areas Of Forrester's Review
    August 25, 2009 | Emmett Higdon

    Forrester again this year evaluated the secure Web sites of the seven largest Canadian banks and credit unions — Bank of Montreal, CIBC, Desjardins, National Bank of Canada, RBC Royal Bank,...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report US Investors Continue To Adopt eStatements

    August 21, 2009 | Bill Doyle

    Investor adoption of eStatements continues to inch forward. What's holding back wider adoption of eStatements? Most brokerage clients say that they need a paper statement for their records.

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Time Has Come To Eliminate Paper Statements

    US eStatement Adoption Has Leveled Off
    July 17, 2009 | Emmett Higdon, Elizabeth Davis

    What's the state of eStatement adoption in the US? It appears to have leveled out a bit, according to data from Forrester's North American Technographics® Online Banking Survey, Q1 2009 (US). An...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Technographics® Survey Highlight: North American Technographics Banking Online Survey, Q1 2009 (US)

    June 22, 2009 | Corina Matiesanu

    This highlight deck summarizes the key findings from Forrester’s North American Technographics Banking Online Survey, Q1 2009 (US).

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Technographics® Survey Highlight: North American Technographics® Financial Services Online Survey, Q3 2008

    January 5, 2009 | Jacqueline Anderson

    This highlight deck summarizes the key findings from Forrester¿s North American Technographics Financial Services Online Survey, Q3 2008.

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Technographics® Survey Highlights: North American Technographics Financial Services Online Survey, Q2 2008

    September 29, 2008 | Jacqueline Anderson

    This highlight deck reviews the key findings from the Q2 2008 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Pulling The Plug On Paper Statements

    North American Technographics
    September 22, 2008 | Emmett Higdon

    Adoption of eStatements in the US continues to grow strongly, as seen in data from Forrester's North American Technographics® Financial Services Online Survey, Q2 2008. More than 55% of online...

  • For Sales Enablement Professionals

    Report

    Report Industry Essential: The US Retail Banking Market

    May 19, 2008 | Ellen Carney

    At the end of 2007, Federal Deposit Insurance Corporation (FDIC)-insured banks in the US held nearly $6.9 trillion in deposits, supported more than 73,000 branches, and employed 1.8 million people....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report US Investors Adopt eStatements

    But A Majority Of Investors Still Receive Paper Statements
    April 1, 2008 | Bill Doyle, Elizabeth Davis

    The adoption of eStatements for financial products in the US continues to grow. More than half of US online consumers with a brokerage account receive an eStatement. But even among investors who...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Greening Of America — One eStatement At A Time

    North American Consumer Technographics
    February 11, 2008 | Catherine Graeber, Elizabeth Davis

    The adoption of eStatements in the US continues to grow, which we track by looking at data from Forrester's North American Technographics® Financial Services Online Survey, Q3 2007. In the past two...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Technographics® Survey Highlights: North American Financial Services Online Survey, Q3 2007

    December 5, 2007 | Jacqueline Anderson

    This highlight deck reviews the key findings from the Q3 2007 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

  • For eBusiness & Channel Strategy Professionals

    Report

    Report How To Do Online Bill Payment Right

    A Case Study From Australia's BPAY
    September 5, 2007 | Alyson Clarke

    Australians have a strong appetite for paying bills and managing their finances online. In fact, Forrester's Asia Pacific Consumer Technology Adoption Study (APCTAS) reveals that more than 70% of...