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  • For Security & Risk Professionals

    Report

    Report Vendor Landscape: Anti-Money-Laundering Solutions, 2017

    Digital Innovation And Stricter Regulations Reinvigorate The AML Market
    March 29, 2017 | Andras Cser, Nick Hayes

    Due to recent global terrorist attacks; corporate corruption; and worsening illicit markets such as drugs, guns, and human trafficking; governments realize the importance of countering criminal and...

  • For CIO Professionals

    Report

    Report 2017 Tech Budget Benchmarks

    Use Our Benchmarks To Transform Your Tech Budget, Not Just Defend It
    March 28, 2017 | Andrew Bartels

    CIOs feel ambivalent about tech budget benchmarks. They need them to respond to CEO and CFO questions about tech spending levels, but they also know the top-line metrics don't really say much. This...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The DOL Fiduciary Rule Has Momentum; Go With It

    Despite Regulatory Uncertainty, The US Retirement Plan Industry Is Changing; Don't Be Left Behind
    March 24, 2017 | Davis Janowski

    President Trump's executive order calling for a review of the Department of Labor's proposed fiduciary rule has left many in the US retirement plan industry uncertain about how to proceed or how to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Disrupting Finance: Digital Financial Advice

    The Ongoing Revolution In Digital Financial Guidance
    March 21, 2017 | Davis Janowski

    Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Digital Banking Imperative

    Vision: The Digital Banking Strategy Playbook
    March 21, 2017 | Peter Wannemacher, Jacob Morgan

    In the age of the customer, banks will either reinvent themselves or be forgotten — reduced to what one executive calls "dumb money pipes." Digital business leaders will need to make tough choices...

  • For Customer Experience Professionals

    Report

    Report Chinese Banks Must Embrace Customer Experience To Achieve Sustainable Growth

    Traditional Banks Need To Up Their CX Game To Stay Relevant In An Increasingly Competitive Market
    March 20, 2017 | Riccardo Pasto

    To achieve sustainable business growth in an increasingly competitive market, Chinese banks can no longer rely on commoditized products and services. Innovative banks that create value for their...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Case Study: Lloyds Banking Group Transforms Through 10 Customer Journeys

    Embrace Digital Business Transformation That Delivers Customer Value And A New Operating Model

    In 2014, Lloyds Banking Group, one of the UK's leading financial services firms, embarked on a three-year digital business transformation with a £502 million budget. The transformation has gone...

  • For Security & Risk Professionals

    Report

    Report Best Practices For Privacy And GDPR In Financial Services

    March 14, 2017 | Enza Iannopollo

    It's the job of security and privacy professionals in financial services (FS) firms to strike the right balance between more stringent data privacy rules and pressing demand for more innovative and...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Disrupting Finance: Digital Consumer Lenders

    Digital Consumer Lenders Will Continue To Disintermediate Traditional Lenders
    March 13, 2017 | Alyson Clarke, August Du Pont

    Startups globally have sought to use digital technology to improve consumer lending. By using alternative sources of data, continuously honing their underwriting algorithms, and using digital...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Disrupting Finance: Digital Point-Of-Sale Lending

    Digital Point-Of-Sale Lenders Offer Alternative Credit To Consumers And Incremental Sales To Merchants
    March 13, 2017 | Alyson Clarke, August Du Pont

    Digital point-of-sale lending has emerged as a new category of lending to help consumers finance new spending and to help merchants reduce basket abandonment. By partnering with merchants and...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Follow Best Practices To Encourage Digital Money Management Use

    Processes: The Digital Money Management Playbook
    March 7, 2017 | Aurelie L'Hostis, Benjamin Ensor

    Digital money management has not achieved the adoption that many digital banking executives had hoped for. This report looks at how digital business strategy executives can drive the use of digital...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The State Of Digital Money Management, 2017

    Landscape: The Digital Money Management Playbook
    March 7, 2017 | Aurelie L'Hostis, Benjamin Ensor

    Digital money management promises to give millions of people the budgeting tips, financial guidance, and advice that so many sorely need. Growing numbers of banks and wealth management firms offer...

  • For Application Development & Delivery Professionals

    Report

    Report Hot Technologies In Financial Services: Between Business Value And Hype

    Key Technologies Pave The Way Toward Digital Business
    March 6, 2017 | Jost Hoppermann

    Data from our Q3 2016 Global Financial Services Architecture Online Survey identifies which technologies application development and delivery (AD&D) teams in financial services actively use today...

  • For CIO Professionals

    Report

    Report Blockchain: Miracles Remain In Short Supply

    Annual Check On Forrester's Take On This Emerging Technology
    March 2, 2017 | Martha Bennett

    Blockchain technology is being hailed as the solution to a wide variety of use cases across all private and public sector segments, promising process and business model innovation, lower costs,...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Open Banking Revolution Is Imminent

    How Open Banking Will Transform The Banking Landscape
    February 23, 2017 | Jacob Morgan

    Open banking is the next logical evolution of digital banking, furthering the ability of a bank to enable customer outcomes through participation in collaborative ecosystems and partnerships....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Banking On Millennials: It's Not All About Mobile

    February 16, 2017 | Alyson Clarke, Gina Fleming

    To win the hearts and minds of US Millennials, banks need to gain a deeper understanding of their financial needs and behaviors. In some ways, this generation is the same as older generations were...

  • For Security & Risk Professionals

    Report

    Report The Best Of Website Experiences And Security Strength: US Online Retail Banks 2017

    Continuous Improvement: The Identity And Access Management Playbook
    February 14, 2017 | Andras Cser, Merritt Maxim

    In a race to meet customer acquisition and retention targets while reducing account takeover (ATO) fraud, financial service firms have strived to ensure that their sites are both secure and easy to...

  • For B2C Marketing Professionals

    Report

    Report Forrester Data Report: Mobile Payments Forecast, 2016 To 2021 (EU-7)

    ForecastView Document
    February 10, 2017 | Shaurya Priya, Jacob Morgan

    This forecast, made exclusively available for ForecastView clients, sizes and forecasts the transaction value of mobile payments in the EU-7 countries and details the growth of mobile in-person...

  • For B2C Marketing Professionals

    Report

    Report Forrester Data: Mobile Payments Forecast, 2016 To 2021 (EU-7)

    ForecastView Spreadsheet
    February 10, 2017 | Shaurya Priya

    This forecast, made exclusively available for ForecastView clients, sizes and forecasts the transaction value of mobile payments in the EU-7 countries. It details the rising payments through mobile...

  • For B2B Marketing Professionals

    Report

    Report Global Business Technographics Marketing Survey, 2016: Overview

    A Business Technographics Presentation
    February 10, 2017 | Tyler McDaniel

    This report is our overview of marketers’ priorities, challenges, use of technology, and budgets, based on Forrester's Global Business Technographics Marketing Survey, 2016. We analyzed the...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report The Money Management Metrics That Matter

    Performance Management: The Digital Money Management Playbook
    February 9, 2017 | Aurelie L'Hostis

    To achieve digital money management's promise — helping customers make better decisions and increasing their loyalty — digital business strategy executives need to put the right metrics in place....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2016 US Online Banking Functionality Benchmark

    Direct Bank USAA Earns The Top Spot Overall, While Bank Of America Leads Among Large Traditional Banks
    February 7, 2017 | Peter Wannemacher

    Tens of millions of US bank customers use their providers' secure websites to complete tasks and achieve their banking objectives. As such, digital banking teams must keep a close eye on which...

  • For B2C Marketing Professionals

    Report

    Report Forrester Data Report: Mobile Payments Forecast, 2016 To 2021 (US), Q4 2016 Update

    ForecastView Document
    February 6, 2017 | Shaurya Priya

    This forecast, made exclusively available for ForecastView clients, sizes and forecasts the transaction value of mobile payments in the US. As consumers further integrate mobile into everyday...

  • For B2C Marketing Professionals

    Report

    Report Forrester Data: Mobile Payments Forecast, 2016 To 2021 (US), Q4 2016 Update

    ForecastView Spreadsheet
    February 6, 2017 | Shaurya Priya

    This forecast, made exclusively available for ForecastView clients, sizes and forecasts the transaction value of mobile payments in the US. As consumers further integrate mobile into everyday...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2016 Canadian Online Banking Functionality Benchmark

    CIBC Again Earns The Highest Overall Score, But All Of The Big Five Banks Demonstrate Best Practices
    January 30, 2017 | Peter Wannemacher

    Tens of millions of Canadian bank customers use their providers' secure websites to conduct both routine and rare banking tasks. As such, digital banking teams must keep a close eye on which goals...

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