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As the coronavirus dominates the global headlines, businesses should take both defensive and strategic actions—focusing on customers, employees, and brand. Read more »

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  • Webinar Industry Lens: Tech Titans In Banking

    September 25, 2020 | Fiona Swerdlow, Alyson Clarke

    Join Forrester principal analyst Alyson Clarke for the second in our three-part "Industry Lens: Tech Titans" webinar series. Episode 2 focuses on how tech titans such as Apple, Google, and others...

  • Forum Summit Asia Pacific

    The must-attend event for B2B & B2C marketing and CX leaders
    September 1, 2020 | Live Virtual Experience | Frederic Giron

    The combined power of Forrester and SiriusDecisions has unleashed a new energy into the products and services available to both the B2B and B2C community. By harnessing this energy, we are bringing...

  • Report The Future Of Banking Is Built On Trust

    By 2030, Banking Will Be Invisible, Connected, Insights-Driven, And Purposeful
    July 29, 2020 | Jacob Morgan, Alyson Clarke

    The economics of the next decade will challenge banks. COVID-19 has shifted the focus but will not dominate the future narrative. Leading banks are pivoting and rebooting their strategy —...

  • Forum CX Sydney

    The Time Is Now: Lead With Experience
    April 30, 2020 | Virtual Event | Michael Barnes

    CX and marketing exist to win, serve, and retain customers. But silos and miscommunication keep this power duo from reaching their full potential. For this reason, we’ve made collaboration...

  • 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 Financial Well-Being Opportunity

    Financial Well-Being: Financial Services Firms Must Invest In Customers' Financial Health To Create Value And Drive Growth
    April 8, 2020 | Aurelie L'Hostis

    Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms...

  • Report Retail Checkout Page Best Practices

    Examining The Best Practices Of 15 Leading, Primarily US, Retailers
    March 12, 2020 | Lily Varon, Sucharita Kodali

    An intuitive checkout page is particularly important in the online purchase journey — and could be the difference between a transaction and an abandoned cart. We looked at 14 of the top US...

  • Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

    March 9, 2020 | 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 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 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 Show That Digital Insurance Is Private And Secure

    Digital Feature Fix: Reassure Prospects About How You Protect Them
    March 26, 2019 | Benjamin Ensor, August du Pont

    Consumers have plenty of reasons to worry about the privacy and security of their personal financial information, yet we often find that insurance sites and apps are not transparent and fail to...

  • Report Take The Work Out Of Insurance Quotes

    Digital Feature Fix: Remove Obstacles That Keep Prospects From Seeing The Price Of A Policy
    March 19, 2019 | Benjamin Ensor, August du Pont

    Consumers often look for the lowest price when selecting insurance policies. Yet in our reviews, we often find that insurance sites either don't provide a quoting tool or make the process of...

  • Report How US Customers Research And Buy Life Insurance

    Meet Prospects At The Point Of Need With Easy Ways To Research And Apply
    February 14, 2019 | Benjamin Ensor, August du Pont

    Life insurance isn't consumers' top priority — until life events prompt them to buy it. Digital teams need to have the right resources in place for when that moment hits. This report explains why...

  • Report Use Customer Journeys To Guide Your Digital Insurance Strategy

    Processes: The Digital Insurance Strategy Playbook
    February 11, 2019 | Oliwia Berdak, Joana de Quintanilha

    Digital insurance teams are keen to digitize the entire customer life cycle. They want to cut costs and offer convenience by enabling customers to get quotes and buy, manage, and renew policies...

  • Report Use Customer Journeys To Guide Your Digital Banking Strategy

    Processes: The Digital Banking Strategy Playbook
    January 24, 2019 | Aurelie L'Hostis, Oliwia Berdak

    Digital banking teams are keen to digitize the entire customer life cycle. They want to cut costs and offer convenience by enabling customers to research, buy, and manage loans, bank accounts,...

  • Report Service Design Improves CX By Bridging Silos

    Companies With Fragmented CX Efforts Can Do Better By Learning The Service Design Approach
    January 11, 2019 | Karine Cardona-Smits

    Brands are investing in customer experience (CX) but still struggle to meet expectations. Why? It's often because of missteps in the way they adopt UX practices and innovate. CX and UX...

  • Report Benchmark Your Customers' Digital Banking Journeys

    Benchmarks: The Digital Banking Strategy Playbook
    January 9, 2019 | Peter Wannemacher

    Digital banking strategy leaders aim to differentiate with services that meet or exceed customers' needs and expectations. To help them understand where they stand, we developed our Forrester...

  • 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....

  • Report Steer Your Customers' Insurance Journeys With Benchmarks

    Benchmarks: The Digital Insurance Strategy Playbook
    November 2, 2018 | Ellen Carney

    Digital touchpoints must constantly evolve to reflect how consumers and small businesses research, buy, and use insurance. Digital insurance strategy leaders need to deploy digital services that...

  • Report How US Online Consumers Research And Buy Credit Cards, 2018

    Online Capabilities Are Crucial To The Purchase Journey
    November 1, 2018 | Alyson Clarke

    Credit cards remain the top-selling financial product in the US. Digital touchpoints play a key role for prospects during the purchase journey, making the actions of digital teams crucial to...