524 results in Everything
 
Sort by:
Refine
  • Financial Services
  • Differentiate with digital

Search Results

  • Report Use Customer Journeys To Guide Your Digital Insurance Strategy

    Processes: The Digital Insurance Strategy Playbook

    Digital insurance teams are keen to digitize the entire customer life cycle. They want to cut costs and offer convenience by enabling customers to get quotes and buy, manage, and renew policies...

  • Report The State Of Digital Insurance, 2019

    Landscape: The Digital Insurance Strategy Playbook
    February 5, 2019 | Oliwia Berdak

    Insurers have so far been shielded from digital disruption by an older demographic, underwriting expertise, and regulatory requirements. But these barriers are starting to fall. This report...

  • Report Use Customer Journeys To Guide Your Digital Banking Strategy

    Processes: The Digital Banking Strategy Playbook
    January 24, 2019 | Aurelie L'Hostis, Oliwia Berdak

    Digital banking teams are keen to digitize the entire customer life cycle. They want to cut costs and offer convenience by enabling customers to research, buy, and manage loans, bank accounts,...

  • Report Case Study: How Digital And CX Teams Collaborate To Deliver On Brand Promise

    Aon Adapts To A Changing Market Landscape And Increased Customer Expectations
    January 17, 2019 | Michael Barnes

    Financial services firms, including those in wealth management and retirement planning, are struggling to thrive in a disrupted market. They're challenged to reinvent often mature brands, deliver a...

  • Report Q&A: The Top Five Questions Digital Financial Services Leaders Should Ask About AI In 2019

    Digital Execs Must Ask Strategic Questions
    January 15, 2019 | Zhi-Ying Barry

    Interest in using AI is growing rapidly in the financial services sector. But digital financial services execs must be careful to not get caught up in the madness of chasing the next lofty AI...

  • Report Mini-Programs Serve Customers In Their Financial Mobile Moments

    Financial Institutions In China Need To Seize The Opportunity To Engage Empowered Customers With Mini-Programs
    January 10, 2019 | Meng Liu

    Chinese consumers spend the majority of their time on the digital platforms of Baidu, Alibaba, and Tencent (BAT) rather than on individual firms' mobile apps or websites. Mini-programs offer a...

  • Report Provide Easy And Flexible Ways To Send And Transfer Money

    Digital Feature Fix: Offer A Wide Range Of Money Transfer Timing And Viewing Options
    January 10, 2019 | Zhi-Ying Barry

    Conducting money transfers is one of the top five activities that customers want to use mobile banking for. Yet while most banks make money transfers convenient — such as letting customers transfer...

  • Report Benchmark Your Customers' Digital Banking Journeys

    Benchmarks: The Digital Banking Strategy Playbook
    January 9, 2019 | Peter Wannemacher

    Digital banking strategy leaders aim to differentiate with services that meet or exceed customers' needs and expectations. To help them understand where they stand, we developed our Forrester...

  • 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 Trailblazers Of The Top Five Retail Tech Trends

    Leading Retailers Invest In Tech For Customer Experience And Operational Excellence
    January 2, 2019 | Brendan Witcher, Claudia Tajima

    Retailers must carefully invest to compete in a growing retail market that is rife with digitally savvy competitors. They are primarily investing in five key commerce tech areas: omnichannel,...

  • Report Now Tech: Digital Banking Engagement Platforms, Q4 2018

    Forrester's Overview Of 31 Digital Banking Engagement Platforms Providers
    December 28, 2018 | Jost Hoppermann

    You can use digital banking engagement platforms (DBEPs) to deliver new digital banking capabilities flexibly and rapidly, support multiple channels out of the box, and drive revenue and improve...

  • Report Organize For Digital Banking Success

    Organization: The Digital Banking Strategy Playbook
    December 24, 2018 | Frederic Giron

    Banks need to become customer-led, insights-driven, faster, and more connected to their external ecosystem if they want to be relevant in a digital world. In this transformation journey, digital...

  • 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 Pont

    Our 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...

  • Webinar Outlook 2019: State Of Retail Payments

    December 20, 2018 | Brendan Miller

    This webinar details the results of “The State Of Retail Payments,” a biennial study by the National Retail Federation and Forrester that profiles US enterprise retailers’...

  • Report Blockchain Is Years From Curing Cross-Border Payment Pains

    Distributed Ledger Technology Has Potential But Faces Significant Obstacles
    December 14, 2018 | Meng Liu

    Although the winter of cryptocurrency has arrived in China, the underlying technologies — blockchain or distributed ledger technology (DLT) — remain one of the hottest tech topics in financial...

  • 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'Hostis

    Advances 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....

  • Report Six Common Pitfalls On Indian Online Banking Websites

    Learn From Industry Best Practices How To Avoid These Mistakes
    December 11, 2018 | Arnav Gupta

    Forrester recently concluded its Forrester Wave™ evaluation of online banking websites in India, which assessed the functionality and user experience (UX) of the online banking websites of seven...

  • Report Beyond The Hype: How Banks Use AI To Drive Operational Efficiency

    Banks Show Big Appetite For AI-Driven Risk Management And Efficiency
    December 6, 2018 | Zhi-Ying Barry

    Banks around the world have identified artificial intelligence (AI) as a key priority and are interested in AI implementations. But many digital banking executives don't know where to start or what...

  • Report The State Of Retail Payments — Outlook For 2019

    Payment Leaders Shift Priorities To Omnichannel, Customer Experience
    November 29, 2018 | Brendan Miller

    "The State Of Retail Payments" is a biennial study by the National Retail Federation (NRF) and Forrester that profiles US enterprise retailers' views and decisions about payments. It outlines key...

  • Report Banks Make Slow But Steady Progress With Customer-Facing AI Use Cases

    But Despite The Hype, Only Some Banks Are Pursuing AI-Driven Customer Experience
    November 27, 2018 | Zhi-Ying Barry

    Many banks globally have identified artificial intelligence (AI) as a key priority and are interested in AI implementations. But many digital banking executives don't know where to start or what to...

  • 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 Steer Your Customers' Insurance Journeys With Benchmarks

    Benchmarks: The Digital Insurance Strategy Playbook
    November 2, 2018 | Ellen Carney

    Digital touchpoints must constantly evolve to reflect how consumers and small businesses research, buy, and use insurance. Digital insurance strategy leaders need to deploy digital services that...

  • 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...

  • Report Four Ways APIs Are Changing Banking

    How Financial Services Firms Are Exploiting APIs And Open Banking
    October 24, 2018 | Jacob Morgan

    Application programming interfaces (APIs) are cornerstone building blocks of digital business and are reframing opportunity within financial services. Digital business leaders are ideally placed to...

Content Type

Apply

Filters

Industry

Vendor