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  • Report Millennials Want Financial Advice, With Or Without Humans

    Across Most Developed Markets, Millennials Crave Advice, Yet They Trust Algorithms Almost As Much As Humans
    August 30, 2017 | Peter Wannemacher, Davis Janowski

    Millennials are now the largest generation in the workforce across most developed markets. As their finances become more complex, Millennials are developing a healthy appetite for advice on money...

  • Report Weaning US Investors Off Paper Statements

    December 10, 2013 | Bill Doyle

    The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper...

  • Report Time For US Banks To Get Tough And Turn Off Paper For eDelivery Customers

    November 20, 2013 | Peter Wannemacher, Catherine Graeber

    For more than a decade, financial firms have worked to get their customers to enroll in eStatements and other eDelivery offerings. Early on, the assumption was that getting clients to receive...

  • Report More US Investors Adopt eDelivery, But Most Still Get Paper

    July 5, 2012 | Bill Doyle

    Eager to reduce the costs of mailing paper statements and other client communications, investment firms have been promoting electronic delivery (eDelivery) to their customers. It's working: The...

  • Report US Investors Adopt eDelivery, But Most Still Want Paper

    To Boost Adoption, Executives Need To Educate Customers About The Benefits
    February 9, 2011 | Bill Doyle

    The number of investors who receive statements and other account communications in electronic form is up substantially over the past three years. But most investors still cling to paper. Why? Many...

  • Report Which Investors Are Likely To Adopt eDelivery?

    Potential Adopters Are Younger, Secure Online, And Open To Ads And Advice
    February 9, 2011 | Bill Doyle

    More and more US investors are opting to receive statements and other account communications online. But the numbers remain small: Just 22% of US investors have gone online-only for an investment...

  • Report Paperless Plight: Growing Resistance Outpaces Adoption Among US Bank Account Holders

    Low Penetration Suggests A Change In Strategy Is Needed
    November 1, 2010 | Emmett Higdon

    With more US consumers accessing their bank accounts through multiple channels today, the value of a paper snapshot of their financial activity would seem to have shrunk considerably. And yet the...

  • Report US Investors Continue To Adopt eStatements

    August 21, 2009 | Bill Doyle

    Investor adoption of eStatements continues to inch forward. What's holding back wider adoption of eStatements? Most brokerage clients say that they need a paper statement for their records.

  • Report The Time Has Come To Eliminate Paper Statements

    US eStatement Adoption Has Leveled Off
    July 17, 2009 | Emmett Higdon, Elizabeth Davis

    What's the state of eStatement adoption in the US? It appears to have leveled out a bit, according to data from Forrester's North American Technographics® Online Banking Survey, Q1 2009 (US). An...

  • Report Technographics® Survey Highlight: North American Technographics Banking Online Survey, Q1 2009 (US)

    June 22, 2009 | Corina Matiesanu

    This highlight deck summarizes the key findings from Forrester’s North American Technographics Banking Online Survey, Q1 2009 (US).

  • Report What Morgan Stanley Smith Barney Must Do Now

    The Combined Firm Needs Better Electronic Channels For Advisors And Clients And Needs To Abandon The "House Brand" Financial Supermarket Model
    January 30, 2009 | Bill Doyle

    To succeed with today's investors, Morgan Stanley Smith Barney will need more than an advisor army; it must do a better job for clients. Today's clients — and their advisors — need better...

  • Report Technographics® Survey Highlight: North American Technographics® Financial Services Online Survey, Q3 2008

    January 5, 2009 | Jacqueline Anderson

    This highlight deck summarizes the key findings from Forrester¿s North American Technographics Financial Services Online Survey, Q3 2008.

  • Report Technographics® Survey Highlights: North American Technographics Financial Services Online Survey, Q2 2008

    September 29, 2008 | Jacqueline Anderson

    This highlight deck reviews the key findings from the Q2 2008 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

  • Report Pulling The Plug On Paper Statements

    North American Technographics
    September 22, 2008 | Emmett Higdon

    Adoption of eStatements in the US continues to grow strongly, as seen in data from Forrester's North American Technographics® Financial Services Online Survey, Q2 2008. More than 55% of online...

  • Report The Online Tools And Functionality European Investors Want

    And The Tools eBusiness Executives Need To Prioritize
    July 30, 2008 | Alyson Clarke

    Online investment functionality like portfolio trackers, stock selection, and retirement planning tools equip investors with the support they need to make investment decisions themselves. To help...

  • Report Europeans Show Little Interest In Contactless Payments

    June 26, 2008 | Alexander Hesse

    Contactless payments are reaching Europe — as shown by numerous trials in different countries and real rollouts in the UK and Austria. We asked online Europeans how interested they are in using...

  • Report Disruption Looms For Financial Services

    Social Media Entrants Show Marketers A New Way For Brand Differentiation
    May 6, 2008 | Brian Haven

    A new crop of financial services startups use social media tools like social lending and re-envisioned money management to enrich the experience around money management for consumers. As the...

  • Report Investors Don't Understand The Importance Of Online Advice Tools

    eBusiness Executives Need To Promote Their Benefits
    April 15, 2008 | Alyson Clarke

    With many financial services firms looking to build online advice tools, it's important to understand consumer appetite for them. To help eBusiness professionals, we asked online investors in seven...

  • Report US Investors Adopt eStatements

    But A Majority Of Investors Still Receive Paper Statements
    April 1, 2008 | Bill Doyle, Elizabeth Davis

    The adoption of eStatements for financial products in the US continues to grow. More than half of US online consumers with a brokerage account receive an eStatement. But even among investors who...

  • Report Online Tax Filers Double In Number

    March 21, 2008 | Bill Doyle, Peter Wannemacher

    More than 20 million US households currently file their taxes online — double the number of online filers from five years ago. Today's online tax filers represent a broader cross-section of...

  • Report The Greening Of America — One eStatement At A Time

    North American Consumer Technographics
    February 11, 2008 | Catherine Graeber, Elizabeth Davis

    The adoption of eStatements in the US continues to grow, which we track by looking at data from Forrester's North American Technographics® Financial Services Online Survey, Q3 2007. In the past two...

  • Report Online Bill Pay 2007: Understanding The Mindset Of Holdouts, Fence-Sitters, And Quitters

    December 27, 2007 | Catherine Graeber

    Just 35% of online consumers pay bills at their bank or credit union's Web site. What about the rest? Citing a preference for check writing and the need for paper bills for record keeping, 71% of...

  • Report Technographics® Survey Highlights: North American Financial Services Online Survey, Q3 2007

    December 5, 2007 | Jacqueline Anderson

    This highlight deck reviews the key findings from the Q3 2007 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

  • Report How To Do Online Bill Payment Right

    A Case Study From Australia's BPAY
    September 5, 2007 | Alyson Clarke

    Australians have a strong appetite for paying bills and managing their finances online. In fact, Forrester's Asia Pacific Consumer Technology Adoption Study (APCTAS) reveals that more than 70% of...

  • Report Online Banking Holdouts Still Want Security Guarantees

    European Net Users Want Security Guarantees And Incentives To Bank Online
    June 21, 2007 | Benjamin Ensor

    Some 84 million European Net users who could bank online don't do so. Only one-third of these online banking holdouts say that nothing would persuade them to adopt online banking. The remainder say...