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  • Report The Top Emerging Technology Investments In Insurance In 2020

    Tools And Technology: The Digital Insurance Strategy Playbook
    December 2, 2019 | Ellen Carney

    Forrester interviewed more than 30 insurance business and technology decision makers to learn their tech investment priorities for 2020. This report provides insurance digital strategy...

  • 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...

  • Webinar Predictions 2020: B2B Commerce And Marketplaces

    November 7, 2019 | Allen Bonde, Joe Cicman

    B2B sellers double down on digital to remove friction from their channel ecosystems. They adopt new roles, seek new partners, and use M&A to focus on "doing one thing well." Key takeaways: You...

  • Report The Future Of Work In Insurance

    Loss Estimation And Claims Handling Give Way To Deeper Customer Relationships And Digital Skills

    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. Insurers that find the right...

  • 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 Revamping Shopping Malls By Balancing Technology With Experience

    Singapore's Take On The Future Of Shopping Malls
    October 16, 2019 | Xiaofeng Wang

    Offline retail still takes the lion's share of overall retail spending; this is particularly true for the island city-state of Singapore, with its abundance of shopping malls. This report analyzes...

  • Report Help Customers View And Manage Statements In Digital Banking

    Digital Feature Fix: Build A Central Document Delivery Hub For Your Apps And Websites
    October 15, 2019 | Peter Wannemacher, August du Pont

    Many banks have poor or nonexistent digital delivery capabilities — including the ability to view and manage eStatements, eBills, and other documents — on their website or mobile app. This brief...

  • 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 Bridge The Seams In Mobile Banking Experiences

    Digital Feature Fix: Reduce Friction And Improve Cross-Channel UX
    October 4, 2019 | Gina Bhawalkar, August du Pont

    Banks continue to expand their mobile experiences to include new features and content aimed at letting customers manage their finances from a mobile device. But with these additions, banks often...

  • 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 Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

    Personalization Is About Deepening Customer Engagement
    September 26, 2019 | Aurelie L'Hostis, Alyson Clarke

    Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented...

  • 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 Spark Sustainable Innovation With The Right Transformation Partner

    Applying The Forrester Wave™: Global Digital Business Transformation Accelerators, Q1 2019
    September 12, 2019 | Nigel Fenwick

    A strong transformation partner will help your firm disrupt your industry by using technology in unique ways to create a sustainable advantage. Choosing the right one depends on the capabilities...

  • 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 Refine Customer Communication For Strong Customer Authentication Success

    Best Practices For Communicating Upcoming Changes To Customer Authentication For Online Payments And Banking In Europe

    The European Union's Strong Customer Authentication (SCA) requirements will change how Europeans make online payments and use online banking. In theory, these changes will apply from September 14,...

  • 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...

  • Report The Future Of Insurance

    Vision: The Digital Insurance Strategy Playbook
    July 18, 2019 | Jeffery Williams

    The rapid advancement of digital technology is ushering in new ways to sell, buy, administer, and service insurance. New entrants, with their nimble, digital-first operating models, are challenging...

  • Report How To Build A Platform Business

    Start With A Customer Problem That An API Can Solve, Then Earn Your Way To A Marketplace And Ecosystem
    June 27, 2019 | Ted Schadler, Nigel Fenwick

    Platform businesses reshape industries by using software to create new markets. But it's hard to see how by looking from the outside in. We interviewed 33 platform businesses, including DoorDash,...

  • Webinar Retailers And Brands Must Value Sustainability

    June 27, 2019 | Michelle Beeson, Luis Deya

    Consumers increasingly include environmental and ethical values in their decisions to buy from brands and retailers. During this webinar, we share how consumer attitudes are changing and what...

  • Report The Omnichannel Maturity Assessment

    Assessment: The Omnichannel Commerce Playbook
    June 24, 2019 | Brendan Witcher, Claudia Tajima

    Supporting an omnichannel fulfillment program is table stakes in retail today. Organizations need to assess their omnichannel maturity to understand their current state and compare it with their...

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