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  • Peter Wannemacher

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  • For eBusiness & Channel Strategy Professionals

    Report

    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...

  • For eBusiness & Channel Strategy Professionals

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    Report 2017 Canadian Online Banking Functionality Benchmark

    CIBC Again Earns The Highest Overall Score, Though Each Canadian Bank Offers Lessons For Others
    August 16, 2017 | Peter Wannemacher, August Du Pont

    Millions of Canadian bank customers use their providers' secure websites to conduct both routine and rare banking tasks. As such, digital banking teams must focus on which goals a customer can...

  • For eBusiness & Channel Strategy Professionals

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    Report 2017 US Online Banking Functionality Benchmark

    USAA Again Leads Overall, While Bank of America And Wells Fargo Lead Among Banks With Branches
    August 16, 2017 | Peter Wannemacher, August Du Pont

    Tens of millions of US bank customers use their providers' secure websites to conduct both routine and rare banking tasks. As such, digital banking teams must focus on which goals a customer can...

  • For eBusiness & Channel Strategy Professionals

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    Report Global Mobile Banking Benchmark, 2017

    BBVA Earns The Top Spot

    To stay relevant to customers, digital banking strategy executives need to deliver useful and usable mobile banking services that not only exceed customers' current expectations but also anticipate...

  • For eBusiness & Channel Strategy Professionals

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    Report 2017 Canadian Mobile Banking Benchmark

    CIBC Comes Out On Top By Offering Valuable, Easy-To-Use Mobile Banking Services

    Digital banking strategy leaders need to deliver mobile banking services that not only exceed customers' current needs and expectations, but also anticipate their future needs and enable them to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2017 US Mobile Banking Benchmark

    Direct Bank USAA Earns The Highest Overall Score By Providing A Wide Range Of Valuable Mobile Banking Features For Customers
    May 4, 2017 | Peter Wannemacher

    Digital banking strategy leaders need to deliver mobile banking services that not only exceed customers' current needs and expectations but also anticipate their future needs and enable them to...

  • 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 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 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...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Assemble Cross-Functional Teams To Achieve Digital Success

    Insights From Different Companies On How Multirole Teams Can Drive Digital Business Initiatives And Transformation
    January 27, 2017 | Peter Wannemacher

    As firms strive for digital business transformation, many executives look to cross-functional teams to deliver better, faster results in their digital efforts. Clarity — of purpose, leadership, and...

  • For eBusiness & Channel Strategy Professionals

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    Report Reinvent Your Bank Through Digital

    Executive Overview: The Digital Banking Strategy Playbook
    January 10, 2017 | Peter Wannemacher, Aurelie L'Hostis

    Digital technologies empower customers like never before, transforming their relationships with banks and their use of financial products and services. The speed with which customers embrace new...

  • For eBusiness & Channel Strategy Professionals

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    Report Take An Iterative Approach To Digital Banking Strategy

    Strategic Plan: The Digital Banking Strategy Playbook
    December 22, 2016 | Peter Wannemacher

    It is the job of digital business leaders to define and then execute digital banking strategy. As part of this effort, they must craft an action plan that sets out the guiding principles of the...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Benchmark Customers' Digital Banking Journeys To Stay Ahead

    Benchmarks: The Digital Banking Strategy Playbook
    December 21, 2016 | Peter Wannemacher, Alyson Clarke

    Digital banking strategy leaders are under pressure to differentiate by offering digital services that meet or exceed customers' needs and expectations. To help them understand where they stand,...

  • For eBusiness & Channel Strategy Professionals

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    Report Predictions 2017: Pioneering Financial Providers Will Partner With Fintech To Build Ecosystems

    Leading Firms Will Focus On Improving Customer Journeys, While Laggards Get Distracted By Bright And Shiny Technologies

    A gap is emerging between the financial firms that are embracing digital business transformation and those that continue doing things the same old way. In 2017, this gap will widen significantly as...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Eleven Mobile Features That More Banks Should Offer

    Forrester Mines Its Global Mobile Banking Functionality Benchmark To Identify Nifty Features That Most Banks Don't Yet Offer
    September 21, 2016 | Peter Wannemacher

    Most large banks in the developed world now offer the mobile "basics" that customers value. But what about those next-generation features that people will come to expect in coming years but few...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Bots Aren't Ready To Be Bankers

    Bank Execs Should Focus On Foundational Digital Initiatives Now To Take Advantage Of Next-Gen Bots In Two To Three Years
    August 31, 2016 | Peter Wannemacher

    Many companies are betting on bots, chat-based software built to simulate human conversation and help consumers complete tasks. But while bots and the technologies that enable them are evolving...

  • For eBusiness & Channel Strategy Professionals

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    Report 2016 Global Mobile Banking Functionality Benchmark

    Digital banking strategy executives are under pressure to differentiate by offering mobile banking services that exceed customers' needs and expectations. To help digital banking teams better...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report What Drives Mobile Banking Usage

    Alerts And Apps That Help Customers Feel Accomplished Boost Mobile Engagement Among US Bank Customers
    June 27, 2016 | Peter Wannemacher, Nicole Dvorak

    Digital banking teams are tasked with many jobs, but one of the most important is the mandate to engage mobile banking customers and increase usage. To help digital teams better understand and...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2016 US Mobile Banking Functionality Benchmark

    Bank Of America Takes The Lead, While All US Banks Have Improved Functionality
    May 19, 2016 | Rachel Roizen, Peter Wannemacher

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the mobile banking offerings of the five largest retail banks in the US. While all of the US banks meet customers' needs...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Why Digital Teams At Financial Providers Should Invest In Shared Finances

    Consumers' Financial Relationships With Each Other Are Evolving, So Digital Executives At Financial Services Firms Need To Get Ready
    May 9, 2016 | Peter Wannemacher

    Shared finances — any situation in which one consumer acts as an observer of, partner in, or proxy for another consumer's finances — represent a latent demand that financial services providers can...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Design Better Cross-Channel Banking Journeys

    Digital Executives Should Take The Lead By Focusing On The Most Important Touchpoint Pairs
    April 13, 2016 | Peter Wannemacher

    Bank prospects and customers frequently move from one touchpoint to another to shop for products, receive customer service, make transactions, and get financial advice. Yet many of these...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Build The Mobile Banking Road Map You Need

    February 5, 2016 | Peter Wannemacher

    Digital banking executives and their teams need a mobile banking road map, but there are many ways to organize this plan, prioritize different initiatives, and outline what will be needed to...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Embed Innovation To Sustain Mobile Banking Excellence

    January 22, 2016 | Peter Wannemacher

    Successful digital banking teams recognize that their jobs aren't done just because mobile banking apps and sites are live. Customer and business expectations set by the mobile mind shift are...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2015 Canadian Online Banking Functionality Benchmark

    CIBC Continues To Lead With Strong Digital Money Management Integration And Cross-Selling
    December 30, 2015 | Peter Wannemacher, Rachel Roizen

    Canadian bank customers' rapidly increasing use of mobile banking has not meant the death of online banking — far from it. More than 18 million Canadians use their bank's secure website to manage...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report 2015 US Online Banking Functionality Benchmark

    Citi And Wells Fargo Have The Most Extensive Secure Website Functionality
    December 14, 2015 | Rachel Roizen, Peter Wannemacher

    In the past year, eBusiness and channel strategy leaders at large US banks have not made many changes to their secure websites. Despite the fact that mobile is becoming the hub of customers'...

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