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  • Report Prioritize Initiatives For Digital Banking Success In India

    An Introduction To Forrester's Digital Banking Initiatives Prioritization Framework
    September 3, 2019 | Arnav Gupta

    Digital banking teams want advanced easy-to-use digital banking touchpoints and must prioritize their development efforts based on what their customers really want and value. This report helps...

  • 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...

  • Report Attract And Retain Self-Directed Investors With Robust Trading Platforms

    Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Delegators With Reliable Financial Advice

    Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Validators With Investment Advice And Self-Service

    Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Understanding Today's US Investors

    Use This Updated Investor Segmentation To Guide Your Digital Business Strategy
    August 6, 2019 | Vijay Raghavan

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Disengaged Investors With Affordable Retirement Plans

    Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Five Traits For A Truly Open Banking Strategy

    How Banks Must Claim The Initiative
    August 1, 2019 | Jacob Morgan

    Open banking success relies on collaboration, and financial services firms must start that journey at home. Banks have powerful strengths: healthy customer relationships, scale, and data. But those...

  • Report The Digital Disruption Of Small Business Banking

    Banks Must Improve Digital Services For SMEs — Or Lose Customers To Disruptors
    February 19, 2019 | Peter Wannemacher

    Over the past decade, established banks have worked hard to extend their products and services to retail customers who've moved onto digital touchpoints. But digital banking for small and...

  • Report The BATJ Firms Are Driving Digital Financial Services For All

    Baidu, Alibaba, Tencent, And JD.com Are Innovating Financial Ecosystems In China And Around The Globe
    January 3, 2019 | Meng Liu

    The financial technology (fintech) arms of Baidu, Alibaba, Tencent, and JD.com (BATJ) — four of the world's 10 largest fintech entities in 2018 — are now targeting financial services markets...

  • Report Predictions 2019: Financial Services

    Financial Firms Focus On Operational Efficiency As They Prepare For A Downturn
    November 7, 2018 | Benjamin Ensor

    This brief outlines Forrester's predictions for the financial services industry in 2019. Volatile politics brings economic uncertainty, while trade wars or other shocks threaten recession in major...

  • Report Design And Implement A Centralized Alerts Hub For Your Digital Banking Customers

    Digital Feature Fix: Boost Alerts Enrollment And Usage By Improving Management Tools
    September 20, 2018 | Peter Wannemacher

    Our reviews for our Forrester Industry Wave™ research routinely reveal that digital banking sites and mobile apps are missing important content, features, or functions that help customers complete...

  • Report Needed: Fintech Expert

    Focus On Scouting, Execution, And Partner Management For A Successful Fintech Strategy
    September 12, 2018 | Oliwia Berdak

    Keen to develop successful fintech partnerships, banks and insurers are hiring expertise from venture capital and startups. While the fintech pedigree of these new hires will help with scouting,...

  • Report Pick The Right Tech For Your Digital Banking Venture

    Navigate The Technology Choices For Your Fintech Startup
    August 8, 2018 | Oliwia Berdak, Jost Hoppermann

    New banking logos are proliferating, with incumbents joining the ranks of fintech startups to capitalize on new digital business models. As the heads of these new ventures and digital business...

  • Report Disrupt Your Business With A Digital Venture

    Use Your Fintech To Transform Your Core Business
    June 13, 2018 | Oliwia Berdak

    Tired of hitting internal obstacles and eager to grasp the digital opportunity, financial services executives are launching new digital ventures. Options range from digital-only brands to digital...

  • 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...