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Charts & Figures
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Personalization Is A Two-Way Street
September 26, 2019
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Monzo Helps Customers With Personalized Travel Reports
September 26, 2019
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Search Results
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Report Financial Services Firms Need To Rethink Personalization
Personalization Is About Customer Engagement And Loyalty, Not Just The Next Product Sale
Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. But financial...
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Report Simplify Insurance Customer Journeys By Improving Search
Digital Feature Fix: Use Search To Help Digital Insurance Customers Navigate And Take Action
Our Forrester Industry Wave™ evaluations of insurance sites and apps often reveal that these sites miss key content, features, or functions that customers need to complete their goals. A common...
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Report Educate Customers To Help Them Make More Confident Banking Decisions
Digital Feature Fix: Help Prospects Understand How Banking Products Work
May 23, 2019 | Alyson ClarkeMost consumers need and want help to understand products and make better financial decisions. Educational tools can engage prospects and further their relationship with the brand. Banks and credit...
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Report Banks: You're Building Too Many Apps
Separate, Standalone Apps Should Be Rare And Built For Unique Customer Segments Or Needs
Many banks have developed multiple customer-facing mobile apps to address specific use cases, offer a particular function, or roll out new services, but some banks are still building too many apps,...
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Report Use Behavioral Economics To Inform Your Financial Well-Being Strategy
Design Digital Experiences That Encourage Customers To Adopt Better Financial Habits
December 13, 2018 | Aurelie L'HostisAdvances in behavioral science have shed new light on how people make decisions — and that includes personal finance. Despite best intentions, people don't always stick to their financial goals....
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Report The Forrester Banking Wave™: Global Mobile Apps Summary, 2018
Mobile Banking Leaders Keep Raising The Bar On Functionality And User Experience
Mobile apps have become the touchpoint of choice for millions of people to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering...
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Report Use Needs-Based Content To Drive Banking Sales
Digital Feature Fix: Product-First Bank Sales Strategies Are Shortsighted And A Competitive Disadvantage
Our Forrester Industry Wave™ evaluations often reveal that banking digital sites and mobile apps are missing important content, features, or functions that help customers complete their goals. Many...
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Report Implement Universal Search In Banking Sites And Apps
Digital Feature Fix: Use Search To Help Digital Banking Users Navigate And Take Action
September 6, 2018 | Aurelie L'HostisOur Forrester Industry Wave™ evaluations often reveal that bank sites and apps are missing important content, features, or functions that help customers complete their goals. A common pitfall is a...
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Report Make It Clear Why Prospects Should Bank With You
Digital Feature Fix: Give Prospects A Compelling Reason To Choose Your Bank
Our reviews for our Forrester Industry Wave™ reports often reveal that some bank, credit union, and credit card websites and mobile apps are missing important content, features, or functions that...
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Report The Forrester Auto Insurance Wave™: US Mobile Sites, Q2 2018
US Auto Insurers Undermine Their Websites' Rich Functionality With Cumbersome Navigation
To win and retain customers, auto insurers offer mobile websites that let a vehicle owner research and buy their products, as well as get service from them in a moment of need. To gauge how helpful...
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Report Best Practices In Driving Digital Credit Card Sales
Customers Want Fast, Easy, Digital Processes
March 21, 2018 | Alyson ClarkeDigital touchpoints are crucial for credit card issuers because they are now the preferred way for customers to both research and apply for new credit cards. This makes the effectiveness of the...