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  • Report Improve Investor Experiences With These Technology Building Blocks

    Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes
    April 3, 2019 | Vijay Raghavan

    Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees,...

  • Report The Race To Zero Fees In Investment Management

    Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors
    March 6, 2019 | Vijay Raghavan

    Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...

  • Report Banks Need To Prepare For Banking Application Ecosystems

    Forward-Looking Banks Plan To Assemble Their Banking Applications
    February 19, 2019 | Jost Hoppermann

    Very few banks and technology leaders disagree that banks need complete digital transformation. Leading banks are moving to advanced digital target state architectures without creating new legacy....

  • Report The Digital Disruption Of Small Business Banking

    Banks Must Improve Digital Services For SMEs — Or Lose Customers To Disruptors
    February 19, 2019 | Peter Wannemacher

    Over the past decade, established banks have worked hard to extend their products and services to retail customers who've moved onto digital touchpoints. But digital banking for small and...

  • Report Prepare For Blockchain's Impact On The Telecommunications Sector

    Distributed Ledger Technology Offers The Potential For New Services And Efficiencies For Telcos And Their Customers
    February 15, 2019 | Dan Bieler

    The telecommunications sector has been slow to embrace the opportunities of distributed ledger technology, AKA blockchain. This follower approach is risky: The emerging virtualization of network...

  • Report The Winning Way To Plan Customer Research

    Use Forrester's Customer Research Canvas To Drive The Why, What, How, And Who Of Your Research Efforts
    February 12, 2019 | Kelly Price, Gina Bhawalkar

    Although companies increasingly recognize that if they want to improve CX significantly, they can't skip customer research, Forrester consistently hears from CX pros who struggle to conduct the...

  • Report Harness Emerging Technologies To Differentiate Your Digital Business

    Advanced Level: Technology Practices For Digital Business
    February 11, 2019 | Ted Schadler, Brian Hopkins

    Digital innovators treat technology as a business asset, the underpinning of new business models. They put technology at the core of their innovation process, and harness emerging technology to...

  • 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 2019 US Tech Budgets: Industry Outlook

    CIOs Should Make Their 2019 Plans With A Solid Understanding Of What's Going On In Their Industry
    February 6, 2019 | Andrew Bartels

    The US tech budget outlook for 2019 is generally positive, with projected growth of 6.1% only slightly slower than its 2018 growth. But in that broad picture, different industries will face very...

  • 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 How Five Drivers Will Shape Insurance Business Technology Investments In 2019

    Take Three Key Tech Investment Actions In 2019
    January 31, 2019 | Ellen Carney

    Insurance business technology teams caught a few breaks in 2018, including fewer (but more costly) insured weather losses and new thinking by regulators when it comes to disruptive technology. But...

  • Report A Pragmatic Road Map For Blockchain

    Build Distributed Trust To Enhance Digital Ecosystems With Blockchain
    January 30, 2019 | Charlie Dai

    While blockchain (distributed ledger) technology is still in its early stages, vendor solutions are maturing and leading firms are already using it to build distributed trust and establish digital...

  • Report Help Digital Banking Customers With Budgeting And Saving

    Digital Feature Fix: Help Customers Stay On Top Of Their Finances With Effective Budgeting And Savings Tools
    January 18, 2019 | Aurelie L'Hostis

    A common pitfall on banks' websites and mobile apps is a lack of budgeting and savings tools to help customers improve how they manage their finances. This brief explains why budgeting and savings...

  • Report Case Study: How Ping An Insurance Embraced Digital To Rewrite Its Business

    January 17, 2019 | Danny Mu, Meng Liu

    Ping An Insurance, one of the world's largest insurers in terms of market capitalization, used emerging technologies to transform itself from a traditional insurer into a digital innovator. It now...

  • Report Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences
    January 16, 2019 | Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening...

  • 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 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...

  • Report The State Of Digital Banking Transformation, 2019

    Transformation Strategies Can Be Obstacles Or Accelerators — Pick The Right One
    December 17, 2018 | Jost Hoppermann

    Two years ago, the vast majority of banks were working on digital transformation or planned to start doing so soon. Today, many transformation initiatives are struggling, and some haven't even...

  • Report Create Value For Customers With Nonbank Offers

    Digital Feature Fix: Engage Customers With Contextual And Personalized Offers

    Many banks are encouraging customers to use mobile banking with third-party offers and rewards. However, these efforts are often half-hearted and not relevant to customers in their context. At...

  • Report Make It Clear Why Prospects Should Insure With You

    Digital Feature Fix: Give Prospects Compelling Reasons To Choose Your Insurance Company
    December 5, 2018 | Ellen Carney, August du Pont

    Many people think insurance companies are all the same. And it's partly insurance companies' own fault. Our reviews for our Forrester Industry Wave™ evaluations often reveal that digital teams at...

  • Report Distributed Ledgers And Quantum Computing: Take The Threat Seriously, But Don't Panic

    Well-Architected Blockchains Are Unlikely To Be At Risk
    November 30, 2018 | Martha Bennett

    Quantum computing has the potential to do serious damage to distributed ledger technology (DLT) systems or blockchains, depending on how they're designed and what cryptography they use. But how...

  • Report Three Culture Practices For Long-Term Customer Centricity

    Advanced Level: Culture Practices For CX Transformation
    November 30, 2018 | Samuel Stern

    Very few companies have truly customer-obsessed cultures that can create and sustain a competitive advantage in the marketplace. Those that do got there by innovating. These culture leaders realign...

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