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As the coronavirus dominates the global headlines, businesses should take the opportunity to develop business continuity plans specifically for pandemics—focusing on customer, employee, and partner needs. Read more »

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  • Report Now Tech: Insurance Agency Platforms, Q1 2020

    Forrester's Overview Of 28 Insurance Agency Platform Providers
    February 13, 2020 | Jeffery Williams

    You can use insurance agency platforms to deliver omnichannel customer experience (CX), improve your agency network's operating efficiency, and boost revenue and market share. But to realize these...

  • Report The Future Of Work In Banking

    Routine Compliance And Branch Management Tasks Give Way To Deeper Customer Relationships And Digital Skills

    Digital technology can perform routine tasks like data entry more effectively than humans, freeing up human workers to complete other, more complex tasks. Banks that find the right balance of human...

  • Report Case Study: HDFC Life Insures Its Future With Technology-Led Innovation

    The Insurance Company's Digital Transformation Paid Rich Dividends
    December 9, 2019 | Amit Bhatia

    Indian insurer HDFC Life transformed itself from a traditional insurance firm into a digitally powered leader in the insurance space. Over a five-year period, HDFC Life won more customers by...

  • Report Innovate Insurance With Technology

    Executive Overview: The Digital Insurance Strategy Playbook
    November 14, 2019 | Oliwia Berdak

    Digital technologies are transforming the entire value chain of insurance, opening up new distribution opportunities; altering how insurers can assess, price, and manage risks; and creating new...

  • Report The Future Of Work In Insurance

    Loss Estimation And Claims Handling Give Way To Deeper Customer Relationships And Digital Skills

    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. Insurers that find the right...

  • Report Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

    Personalization Is About Deepening Customer Engagement
    September 26, 2019 | Aurelie L'Hostis, Alyson Clarke

    Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented...

  • Report The State Of Digital Banking, 2019

    Landscape: The Digital Banking Strategy Playbook
    September 6, 2019 | Aurelie L'Hostis

    The banking industry has entered a period of unprecedented innovation. While many banks have woken up to the threats, few have embarked on a true digital business transformation. This report...

  • Report The Future Of Insurance

    Vision: The Digital Insurance Strategy Playbook
    July 18, 2019 | Jeffery Williams

    The rapid advancement of digital technology is ushering in new ways to sell, buy, administer, and service insurance. New entrants, with their nimble, digital-first operating models, are challenging...

  • Report The State Of Digital Insurance, 2019

    Landscape: The Digital Insurance Strategy Playbook
    February 5, 2019 | Oliwia Berdak

    Insurers have so far been shielded from digital disruption by an older demographic, underwriting expertise, and regulatory requirements. But these barriers are starting to fall. This report...

  • Webinar Small-Business Banking Customers: Five Things You Should Know

    January 16, 2019 | Peter Wannemacher

    Bank executives and digital leaders are tasked with finding new and better ways to win, serve, and retain small business clients, yet for more than a decade there has been a dearth of innovation in...

  • Webinar 2019 Priorities: Embracing Digital In Wealth Management To Remain Relevant

    January 9, 2019 | Vijay Raghavan, Oliwia Berdak

    Multiple forces and innovations are changing how customers globally manage and invest their money. Powered by digital technology, the wealth management industry is transforming to meet the...

  • Webinar The State Of Video In Financial Services

    November 7, 2018 | Nick Barber, Peter Wannemacher

    Financial services customers want video tools and content that help them learn and make decisions. Yet, most financial providers offer little to no video content or tools on their apps or sites. To...

  • Report Digital Snakes And Ladders

    Play The Game To Identify Tactics To Improve Your Digital Business Maturity
    August 10, 2018 | Nigel Fenwick

    While every company's digital journey is unique, many tactics to accelerate digital transformation remain common across companies and industries. This report collects these best practices within...

  • Report Digital Transformation: Master Startup Methods

    Digital Transformation Best Practices: What Incumbents Can Learn From Digital-Native Firms
    June 13, 2018 | Julie A. Ask

    Digital business leaders face a dilemma: What made their firms successful in the past is now holding them back. Incumbents boast an existing customer base and brand pedigree but are saddled with...

  • Report The Amazon Effect Is Primed To Disrupt Healthcare

    Digital Will Disrupt Bricks-And-Mortar Healthcare
    April 11, 2018 | Kate McCarthy, Alex Kramer

    Healthcare has lagged other industries in digital transformation and customer obsession for far too long. But Amazon has declared its intent to enter the space, and healthcare leaders must act....

  • Report Amazon Invades Banking: Here's What You Should Do

    Banks Must Adapt To A Platform-Dominated World

    Amazon's power to disrupt is unprecedented: The company only needs to say it's thinking about offering a particular product or service, and existing market players start sweating. So when The Wall...

  • Report Disrupting Finance: Digital Small Business Lenders

    Digital Business Lenders Will Continue To Disintermediate Traditional Lenders
    March 14, 2018 | Alyson Clarke, August du Pont

    Startups globally have sought to disrupt business lending. By using alternative sources of data, continuously honing their underwriting algorithms, and using digital technologies to keep overheads...

  • Report Digitize Your Business Strategy

    The Strategy Report In The Digital Business Playbook
    February 26, 2018 | Nigel Fenwick, Julie A. Ask

    How your business uses digital capabilities to create customer value will define your future success. And you must simultaneously deliver operational effectiveness in support of customers. To win,...