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  • Report How To Persuade Customers To Open A Checking Account

    Apply Lessons Learned From Forrester's Q1 2020 Banking Sales Wave™ Evaluations
    April 21, 2020 | Alyson Clarke, Andrew Hogan, August du Pont

    Checking accounts are central to a customer's relationship with their primary bank, and an increasing number of customers are using their mobile phone to find, research, and apply for an account....

  • Report Build A Thriving Developer Community

    How Leading Financial Firms Prioritize Developer Engagement
    April 16, 2020 | Jacob Morgan, Jost Hoppermann

    Astute digital business leaders recognize that a developer portal is actually a shop window to entice collaboration and innovation with the developer community — the ultimate builders of...

  • Report The State Of Digital Banking In Asia

    A Look At Submissions To The Digital Banker Awards For 2019 And 2020
    March 27, 2020 | Tom Mouhsian, Frederic Giron

    The banking landscape in Asia is rapidly evolving as new entrants and incumbents vie to win, serve, and retain ever more entitled and empowered customers. Forrester worked with The Digital Banker...

  • Report The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

    The 13 Providers That Matter Most And How They Stack Up
    March 26, 2020 | Vijay Raghavan

    In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design...

  • Report The Future Of Work In Wealth Management

    Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills
    March 2, 2020 | Vijay Raghavan, J. P. Gownder, August du Pont

    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. Investment managers who find the...

  • 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 Forrester Banking Sales Wave™: Canadian Mobile Sites, Q1 2020

    Canadian Banks Need To Better Help Prospects Choose And Apply
    January 23, 2020 | Alyson Clarke, Andrew Hogan

    Chequing accounts are central to a customer's relationship with their primary bank, and an increasing number of Canadians are using their mobile phone to find, research, and apply for an account....

  • Report The Forrester Banking Sales Wave™: US Mobile Sites, Q1 2020

    US Banks Need To Better Help Prospects Choose And Apply
    January 23, 2020 | Alyson Clarke, Andrew Hogan

    Checking accounts are central to a customer's relationship with their primary bank, and an increasing number of customers are using their mobile phone to find research and apply for an account. To...

  • Report Build A Business Case For Digital Insurance Transformation

    Business Case: The Digital Insurance Strategy Playbook
    January 21, 2020 | Zhi-Ying Barry

    Globally, insurers have invested billions of dollars in digital transformation. With greater economic and regulatory uncertainty going into 2020, digital insurance executives will need to not only...

  • Report The Digital Upheaval Of Life Insurance In Singapore And Hong Kong

    How To Win Over Empowered Consumers
    January 14, 2020 | Tom Mouhsian, Meng Liu

    Even in Singapore and Hong Kong, two of the most sophisticated life insurance markets in Asia Pacific, digitally empowered customers with heightened digital expectations are likely to switch...

  • Report The Future Of Work In Banking

    Routine Compliance And Branch Management Tasks Give Way To Deeper Customer Relationships And Digital Skills
    January 14, 2020 | Alyson Clarke, J. P. Gownder, August du Pont

    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 Best Practices In Global Mobile Banking Functionality, 2019

    Leading Banks Continue To Raise The Bar On Mobile Functionality
    December 23, 2019 | Arnav Gupta, Meng Liu, Zhi-Ying Barry

    Mobile apps have become the touchpoint of choice for millions of banking customers to manage their finances. With expectations rising, digital banking teams know they need to continuously iterate...

  • 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 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 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 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 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 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 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 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 Disruptors Are Helping Customers With Shared Finances While Most Banks Sit On The Sidelines

    People's Interpersonal Financial Relationships Are Complex, But Digital Products And Services Are Revealing Unmet Needs And Opportunities
    August 2, 2019 | Peter Wannemacher

    Shared finances, defined as any situation in which a person acts as an observer of, partner in, or proxy for another person's finances, are an important but often unmet need for millions of...

  • 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...

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