Search Results
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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 Digital Feature Fixes: Take Concrete Steps To Improve Your Digital Banking Capabilities
Learn From The Best Digital Experiences In The Industry
Building great digital banking experiences isn't easy. Some digital banking teams have made preventable mistakes that make digital touchpoints less effective or harder to use than they can be....
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Report Show That Digital Insurance Is Private And Secure
Digital Feature Fix: Reassure Prospects About How You Protect Them
March 26, 2019 | Benjamin Ensor, August du PontConsumers have plenty of reasons to worry about the privacy and security of their personal financial information, yet we often find that insurance sites and apps are not transparent and fail to...
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Report Use Needs-Based Content To Improve Insurance Sales
Digital Feature Fix: Product-First Sales Strategies Are Shortsighted And A Competitive Disadvantage
December 20, 2018 | Benjamin Ensor, August du PontOur reviews often reveal that insurance websites and mobile apps are missing important content, features, or functions that help customers complete their goals. While most insurance agents take a...
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Report The Forrester Banking Sales Wave™: Canadian Mobile Sites, Q4 2018
Canadian Banks Need More Compelling Content And Easier Navigation To Win Prospects
Chequing accounts are central to a customer's relationship with their primary bank, and an increasing number of Canadians are using their mobile phone to find research and apply for an account. To...
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Report Connect Banking Prospects With Human Help To Drive Sales
Digital Feature Fix: Offer Prospects Both Self-Service And Human Help
A common pitfall on banks' sales sites and mobile apps is that it can be difficult or even impossible for prospects to get human assistance when researching and buying a product. Switching to a...
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Report Build An Action Plan For Video In Financial Services
Answer Nine Key Questions To Build An Effective Video Strategy
Most financial services providers offer little to no video content or tools on their apps or sites, even though their customers need those tools to help them learn and make decisions. Digital...
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Report Stop Hiding Rates And Fees On Bank Sites
Digital Feature Fix: Win And Retain Customers With Greater Transparency
Our Industry Wave™ evaluations often reveal that some banking websites and mobile apps are missing important content, features, or functions that help customers. Time and again, we see banks,...
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Report The Forrester Banking Sales Wave™: US Mobile Sites, Q3 2018
US Banks Need Better Content To Win Prospects
Checking accounts are central to a customer's relationship with their primary bank, and an increasing number of customers are using their mobile phone to find research and apply for an account. To...
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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 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 Show That Mobile Banking Is Private And Secure
Digital Feature Fix: Reassure Customers About How You Protect Them
Consumers have plenty of reasons to worry about the privacy and security of their personal financial information. Yet in our Forrester Industry Wave™ reports, we often find that banking apps fail...
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Report P2P Transfers Should Enhance Your Mobile Banking App, Not The Other Way Around
Digital Feature Fix: Remove Barriers By Fitting Person-To-Person Transfers Into Holistic Design
In our recent mobile banking Forrester Industry Waves™, we found that many banks have added new P2P transfer services to their apps without explaining how to use them, thinking through money...
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Webinar Best Practices From The Forrester Life Insurance Wave™: US And Canadian Websites, Q2 2018
Digital touchpoints are changing how Americans and Canadians are researching and buying life insurance. We used our Industry Wave methodology to evaluate the digital functionality and usability of...
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Report Disrupting Finance: Digital Small Business Lenders
Digital Business Lenders Will Continue To Disintermediate Traditional Lenders
Startups globally have sought to disrupt business lending. By using alternative sources of data, continuously honing their underwriting algorithms, and using digital technologies to keep overheads...