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  • Forum CX Europe 2019

    Change The Game: Leading Radical CX Innovation
    November 14, 2019 | Joana van den Brink-Quintanilha

    First, the good news. Customer experience (CX) leaders have successfully elevated and transformed the practice of CX over the past decade. We’ve become more professional, more analytical, and...

  • Report Forrester Infographic: Banks Must Embrace Technology Innovation Or Go Out Of Business

    Forrester Revisits Predictions For Banking In 2023
    September 20, 2019 | Jost Hoppermann

    One of the more frequent questions Forrester receives from application development and delivery leaders in banking is, "How will banking look in the future?" In 2008, Forrester compiled various...

  • Report Financial Services Firms Have Solid Plans For Transformation But Lack Urgency

    Get The Results From Forrester's Q3 2019 Global Financial Services Architecture Survey
    September 13, 2019 | Jost Hoppermann

    Forrester's Q3 2019 Global Financial Services Architecture Survey includes more than 100 financial services decision makers from 31 countries, spans multiple industry segments, and shows that the...

  • Forum Security & Risk 2019

    A New Hope
    September 12, 2019 | Washington, D.C. | Laura Koetzle, Stephanie Balaouras, Heidi Shey

    Privacy is the new competitive advantage. Your customers increasingly gravitate to brands they trust. How do you weave trust into the core of your brand promise and value proposition? How can you...

  • 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...

  • Forum CX Singapore 2019

    Change The Game: Driving Radical CX Innovation
    August 28, 2019 | Singapore | Frederic Giron

    First, the good news. Customer experience (CX) leaders have successfully elevated and transformed the practice of CX over the past decade. We’ve become more professional, more analytical, and...

  • Report Forrester Infographic: Get Smart In Tech Markets Before Investing In Startups

    August 27, 2019 | Carlton A. Doty, Christian Austin

    Emerging technology markets are teeming with innovative startups, which could pose either an existential threat or an opportunity to grow your business. To secure new competitive advantages, many...

  • 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 Digital Banking Application And Architecture Trends For 2020

    Use An Updated View On Digital Banking To Cope With Banks' Most Pressuring Needs
    July 12, 2019 | Jost Hoppermann

    Banking applications represent both the banking business itself and the primary touchpoints for customers. Banking technology teams need to be aware of five key trends for 2020 and beyond that will...

  • Forum CX NYC 2019

    Change The Game: Leading Radical CX Innovation
    June 11, 2019 | New York City | Harley Manning, Rick Parrish, Maxie Schmidt-Subramanian

    First, the good news. Customer experience (CX) leaders have successfully elevated and transformed the practice of CX over the past decade. We’ve become more professional, more analytical, and...

  • Forum Digital Transformation & Innovation Europe 2019

    Master Tech-Driven Transformation
    June 4, 2019 | London | Pascal Matzke

    The lure of digital transformation Much of the allure of digital transformation was in its promise of leading market disruption and innovation. If you added a few emerging technologies here,...

  • Forum Digital Transformation & Innovation India 2019

    Master Tech-Driven Transformation
    May 28, 2019 | Mumbai | Amit Bhatia, Frederic Giron, Leslie Joseph

    The lure of digital transformation Much of the allure of digital transformation was in its promise of leading market disruption and innovation. If you added a few emerging technologies here,...

  • Forum CX Sydney 2019

    Change the Game: Driving Radical CX Innovation
    May 9, 2019 | Sydney | Michael Barnes, Riccardo Pasto, James Staten

    Good news. CX leaders have successfully elevated and transformed the practice of CX over the past decade. We’ve become more professional, more analytical, and more focused on business impact....

  • Forum Consumer Marketing 2019

    Beyond The Direct-To-Consumer Revolution
    April 2, 2019 | New York City | Jim Nail, Anjali Lai, Melissa Parrish

    Direct-to-consumer (DTC) brands have captured consumers’ admiration and loyalty … but most have an unsustainable economic model. Traditional brands are optimized to deliver financial...

  • 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...

  • Webinar 2019 Priorities: Embracing Digital In Wealth Management To Remain Relevant

    January 9, 2019 | Vijay Raghavan, Oliwia Berdak

    Multiple forces and innovations are changing how customers globally manage and invest their money. Powered by digital technology, the wealth management industry is transforming to meet the...

  • 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 Predictions 2019: New Tech

    Where VC Funding And Innovation Will Go In 2019
    November 6, 2018 | Carlton A. Doty

    CXOs in large and midsize enterprises must constantly monitor emerging technology markets to uncover innovation opportunities. Top of mind for most are some usual suspects like machine learning,...

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