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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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  • Report COVID-19 Is Forcing Lenders To Transform

    Accelerate Small Business Lending Digital Transformation To Drive Growth And Demonstrate Leadership
    August 26, 2020 | Zhi-Ying Barry

    COVID-19 has exacerbated the liquidity challenge that small and medium-size businesses (SMBs) globally face. Many incumbent lenders have been forced to transform their systems and processes to help...

  • Report Now Tech: P&C Claims Management Systems, Q3 2020

    Forrester's Overview Of 20 P&C Claims Management System Providers
    July 31, 2020 | Ellen Carney

    As a property and casualty (P&C) insurer, you use a claims management system to improve the claimant experience, boost efficiency through automation, and orchestrate recovery activities across the...

  • 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 —...

  • Report New Tech: Open Banking Intermediaries, Q2 2020

    Forrester's Landscape Overview Of 35 Providers
    June 2, 2020 | Jacob Morgan

    Open banking requires that banks make their services available to third parties; however, differing standards, specifications, and deployments result in the need to resolve complexity across...

  • Report The Renaissance Of Branch Banking In Asia Pacific

    Let CX And EX Drive Branch Transformation
    April 27, 2020 | Tom Mouhsian

    Digital self-service and transaction automation have led banks to close branches. But many customers still depend on branch staff for financial consultations and support, shifting the key drivers...

  • 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 Forrester Infographic: Go Beyond Just AI And APIs For Financial Services Tech Innovation

    February 27, 2020 | Jost Hoppermann

    Financial services teams should be aware of their peers' investment priorities and key areas of innovation if they want to keep up. This infographic provides an overview of innovation and...

  • 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 Forrester Infographic: SaaS Faces Obstacles In Financial Services

    Financial Services Firms Are Reluctant To Nab Key Tech Opportunities
    February 13, 2020 | Jost Hoppermann

    Banks and other financial services firms have already used software-as-a-service (SaaS) for horizontal solutions like CRM and HR. However, SaaS in financial-services-specific (vertical) deployments...

  • 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 Retailers, Use PSD2 To Drive Differentiation For Your Customers

    Use The Strong Customer Authentication Delay To Optimize Your Response
    January 17, 2020 | Jacob Morgan, George Lawrie, Paul McKay

    The second Payment Services Directive (PSD2) is a mandatory regulation to which all merchants in the EEA — and other retailers who have customers in the EEA — must conform. Among other provisions,...

  • 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 The Forrester Wave™: Automated Life Insurance Underwriting Systems, Q4 2019

    The 13 Providers That Matter Most And How They Stack Up
    November 21, 2019 | Ellen Carney

    In our 27-criterion evaluation of automated life insurance underwriting (ALIU) providers, we identified the 13 most significant ones — Accenture, Appian, EXL, Hannover Re, iPipeline, Munich Re,...

  • 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...