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  • Webinar Developer Engagement Best Practices

    Thursday, December 12, 2019, 1:00 p.m.-1:40 p.m. Eastern time (18:00-18:40 GMT) | Jeffrey S. Hammond

    One consequence of digital transformation is that companies are increasingly interested in creating digital platforms and services for developers to use and extend with new digital products and...

  • 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 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 Predictions 2020: Insurance

    Insurers Will Seek To Engage Customers With Their Impact Agenda

    A potential recession, lackluster customer experience results, and threats from big tech are on insurance executives' minds. In 2020, they will counter this negative environment with a burst of...

  • Report Predictions 2020: Banking

    Competition Will Intensify With Better Deposits And New Innovative Services And Pricing Models

    Banking executives are getting used to the fast pace of innovation and change in the industry. 2020 will be no different, as new entrants will target customers with better deposit products,...

  • 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...

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

    October 31, 2019 | Alyson Clarke, Aurelie L'Hostis

    Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences in their immediate...

  • Report Marketplaces Will Reshape Financial Services

    Marketplaces Will Be The Most Successful Platform Business Model In Financial Services
    October 25, 2019 | Jacob Morgan

    Marketplace business models offer many advantages over traditional linear value chains, benefiting both providers and customers, as well as the owner of the marketplace. While many new marketplaces...

  • Report Case Study: How WeBank Became The World's Leading Digital Bank

    Tencent-Backed WeBank Is Driving Financial Inclusion At Scale In China
    October 24, 2019 | Meng Liu, Aurelie L'Hostis

    Financial inclusion is a billion-customer-plus opportunity that many traditional banks neglect or fail to grasp. WeBank leveraged Tencent's digital ecosystem and emerging technology capabilities to...

  • Report Eight Ways To Grow Deposits

    Strategies And Tactics For Banks And Credit Unions To Drive Deposit Growth
    October 23, 2019 | Alyson Clarke

    Winning deposits is a key priority for many banks and credit unions, and competition is fierce in the battle to find cheap deposits and keep funding costs down. But attracting deposits isn't only...

  • Report Build A Dynamic Digital Banking Roadmap

    Roadmap: The Digital Banking Strategy Playbook
    October 18, 2019 | Peter Wannemacher

    Digital business leaders at banks are tasked with articulating a vision of the future and a strategic plan for getting there. But moving from vision to action isn't easy, so banks need a roadmap...

  • Report The Forrester Tech Tide™: Digital Claims Management, Q4 2019

    Sixteen Technologies Underpin Claims Management
    October 11, 2019 | Oliwia Berdak

    Claims management is critical to insurers' ability to protect customers in times of duress while protecting firms' financials. To accelerate performance in claims management, carriers are...

  • Report How To Succeed With Marketplace Business Models In Financial Services

    Hint: Build A Collaborative Business Model Strategy
    October 8, 2019 | Jacob Morgan

    The financial service industry is not immune to platform-driven change, of which the marketplace approach is the most likely winner. This report distills best practices from firms at the forefront...

  • Report Six Common Pitfalls On Chinese Mobile Banking Apps And How To Fix Them

    Learn From Industry Best Practices How To Avoid These Mistakes
    October 2, 2019 | Meng Liu, Riccardo Pasto

    Forrester recently concluded its Forrester Wave™ evaluation of mobile banking apps in mainland China, which assessed the functionality and user experience (UX) of the mobile banking apps of six...

  • 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 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 The Future Of Small Business Banking

    Bank Brands Will Fade As Their SME Products Become Components In Other Companies' Ecosystems
    September 24, 2019 | Peter Wannemacher

    Banking for small- and medium-sized businesses is being disrupted by dozens of new entrants such as MYbank, Square, Stripe, Tide, and Xero that offer small- and medium-sized enterprises (SMEs) a...

  • Report Digital Banks Will Push Hong Kong's Traditional Banks To Move Into The Digital Era

    Customers Are Not Satisfied With Mobile Banking From Existing Banks
    September 20, 2019 | Meng Liu

    The arrival of digital-only banks will change the landscape of Hong Kong's banking industry. Digital business professionals at both new digital banks and traditional banks in Hong Kong need to...

  • Report Indian Banks: Deliver Better Experiences Or Risk Losing Customers

    September 19, 2019 | Arnav Gupta

    Forrester recently surveyed 2,988 metropolitan Indian online adults to understand what they expect when interacting with Indian financial services firms. This infographic helps digital leaders at...

  • 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 Six Common Pitfalls On Hong Kong Mobile Banking Apps And How To Fix Them

    Learn From Industry Best Practices How To Avoid These Mistakes
    August 28, 2019 | Meng Liu

    Forrester recently concluded its Forrester Wave™ evaluation of mobile banking apps in Hong Kong, which assessed the functionality and user experience (UX) of the mobile banking apps of five large...

  • Report Consumers Want Convenience, Not Conversations

    Conversational Interfaces Struggle To Deliver Contextual Convenience
    August 21, 2019 | Julie A. Ask, Ian Jacobs

    Consumers want convenience and choice — not conversational interfaces. However, a fear of being left behind still impels digital business leaders to build them. And nearly three-fourths of those...

  • Report Australian Consumers Are Warming Up To Digital Financial Services Firms

    August 19, 2019 | Zhi-Ying Barry

    Disruption in the Australian financial services sector is accelerating. More digital banks and superannuation firms have entered the market in the past year — all aiming to grab market share from...

  • Report Emerging Risks Transform Small Business Insurance

    Prioritize Blind Spots To Protect Small Business From Emerging Risk
    August 16, 2019 | Ellen Carney

    US small businesses are buying different insurance policies now versus five years ago. Much of this change is rooted in digital, social, and economic forces. Forrester dug into five years of US...

  • Report How To Use Platform Business Models In Financial Services

    Driving Innovation With Platform-Based Strategies
    August 7, 2019 | Jacob Morgan

    Platform business models (e.g., Alibaba, Amazon, and Apple) dramatically improve growth and drive better outcomes for customers. Platform business models also require substantial collaboration with...

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