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  • 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...

  • Forum Digital Transformation & Innovation India 2019

    Master Tech-Driven Transformation
    May 28, 2019 | Mumbai | Amit Bhatia, Frederic Giron, Leslie Joseph

    The lure of digital transformation Much of the allure of digital transformation was in its promise of leading market disruption and innovation. If you added a few emerging technologies here,...

  • Forum CX Sydney 2019

    Change the Game: Driving Radical CX Innovation
    May 9, 2019 | Sydney | Michael Barnes, Riccardo Pasto, James Staten

    Good news. CX leaders have successfully elevated and transformed the practice of CX over the past decade. We’ve become more professional, more analytical, and more focused on business impact....

  • 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 Improve Investor Experiences With These Technology Building Blocks

    Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes
    April 3, 2019 | Vijay Raghavan

    Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees,...

  • Report The Race To Zero Fees In Investment Management

    Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors
    March 6, 2019 | Vijay Raghavan

    Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...

  • Report The Winning Way To Plan Customer Research

    Use Forrester's Customer Research Canvas To Drive The Why, What, How, And Who Of Your Research Efforts
    February 12, 2019 | Kelly Price, Gina Bhawalkar

    Although companies increasingly recognize that if they want to improve CX significantly, they can't skip customer research, Forrester consistently hears from CX pros who struggle to conduct the...

  • 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...

  • 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...

  • Report North American Wealth Management Firms Must Embrace Digital To Stay Relevant

    Digital Technology Brings New Opportunities And Threats To Wealth Management
    September 19, 2018 | Vijay Raghavan

    There are multiple forces and innovations changing how Americans and Canadians invest in the stock market. Powered by digital technology, the wealth management industry is transforming to meet the...

  • Report Q&A: Understanding Account Aggregation

    Six Questions Every Digital Strategy Executive In Financial Services Should Know The Answer To
    March 9, 2018 | Davis Janowski, Aurelie L'Hostis

    Account aggregation is not new, but it is rapidly evolving in the face of new technology, increased need for data security, and the movement toward open banking. New account aggregation providers...

  • Report Trends 2018: Australian Digital Wealth Management

    Digital Technology Brings New Opportunities To Wealth Management
    November 29, 2017 | Zhi-Ying Barry

    Australian wealth management firms face a host of challenges in 2018. Only those that transform themselves digitally and improve their customer experience can survive and thrive in this challenging...