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  • Report The State Of Digital Banking, 2019

    Landscape: The Digital Banking Strategy Playbook
    September 6, 2019 | Aurelie L'Hostis

    The banking industry has entered a period of unprecedented innovation. While many banks have woken up to the threats, few have embarked on a true digital business transformation. This report...

  • Report Australian Consumers Are Warming Up To Digital Financial Services Firms

    August 19, 2019 | Zhi-Ying Barry

    Disruption in the Australian financial services sector is accelerating. More digital banks and superannuation firms have entered the market in the past year — all aiming to grab market share from...

  • Report How To Use Platform Business Models In Financial Services

    Driving Innovation With Platform-Based Strategies
    August 7, 2019 | Jacob Morgan

    Platform business models (e.g., Alibaba, Amazon, and Apple) dramatically improve growth and drive better outcomes for customers. Platform business models also require substantial collaboration with...

  • Report Disruptors Are Helping Customers With Shared Finances While Most Banks Sit On The Sidelines

    People's Interpersonal Financial Relationships Are Complex, But Digital Products And Services Are Revealing Unmet Needs And Opportunities
    August 2, 2019 | Peter Wannemacher

    Shared finances, defined as any situation in which a person acts as an observer of, partner in, or proxy for another person's finances, are an important but often unmet need for millions of...

  • Report Five Traits For A Truly Open Banking Strategy

    How Banks Must Claim The Initiative
    August 1, 2019 | Jacob Morgan

    Open banking success relies on collaboration, and financial services firms must start that journey at home. Banks have powerful strengths: healthy customer relationships, scale, and data. But those...

  • Report Now Tech: Life Insurance Policy Administration Systems, Q2 2019

    Forrester's Overview Of 25 Life Insurance Policy Administration System Providers
    June 26, 2019 | Ellen Carney

    You can use life insurance policy administration systems (PAS) to foster customer loyalty, grow revenue, and improve your operational efficiency. But to realize these benefits, you'll first have to...

  • Report Assess Your Digital Insurance Capabilities

    Assessment: The Digital Insurance Strategy Playbook
    June 17, 2019 | Jeffery Williams

    Evolving customer preferences and nontraditional competitive pressures ranging from retail giants like Amazon and insurtech innovators like Lemonade are disrupting the insurance industry. In...

  • 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....

  • 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 Clarke

    Most 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...

  • Report The Top Insurance Tech Trends To Watch In 2019

    Six Trends Define How Insurers Should Invest To Address Business And Tech Challenges
    May 7, 2019 | Ellen Carney

    Insurers are aiming to transform their organizations with digital technologies. Forces such as emerging technology, changing customer behavior, and new risks are influencing insurance technology...

  • Report Disrupting Finance: Digital Banks

    Digital Banks Offer A More Compelling Digital Banking Experience
    May 2, 2019 | Aurelie L'Hostis, Benjamin Ensor

    Over the past decade, a wave of new digital banks like Kakao Bank, Monzo, N26, Nubank, Revolut, and Tinkoff have launched, competing to win customers with better digital customer experiences than...

  • Report Digital Trends 2019: European Wealth And Investment Management

    Maintain Your Digital Course Through Choppy Waters
    April 5, 2019 | Oliwia Berdak

    European wealth and investment firms face a host of challenges in 2019. Political uncertainty and slowing economies are driving market volatility and redemptions. As these begin to bite, firms must...

  • Report Use Your Contact Center To Deliver Great Banking Customer Experiences

    Great Customer Service Does Not Happen By Chance
    April 4, 2019 | Aurelie L'Hostis

    We surveyed and interviewed executives at retail banks to understand the state of contact centers and customer service in retail banking. This report examines the findings from our survey and...

  • Report Financial Services Firms Should Weave Online Video Into Every Customer Journey

    On-Demand Online Video Helps Digital Business Teams Engage, Win, And Serve Customers Efficiently
    April 4, 2019 | Nick Barber

    Global video will make up a huge portion of online traffic in just a few years, but most financial services firms are missing an opportunity to engage customers and prospects with the format. In...

  • 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 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 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 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
    October 29, 2018 | Alyson Clarke, August du Pont, Andrew Hogan

    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...

  • Report Connect Banking Prospects With Human Help To Drive Sales

    Digital Feature Fix: Offer Prospects Both Self-Service And Human Help
    October 12, 2018 | Alyson Clarke, August du Pont

    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...

  • Report Tech Leaders: Guide Your Business Colleagues Through Their Digital Bank Technology Options

    The Different Ways To Deliver The Technology For Digital Banking Subsidiaries Will Influence Budgets And Risk — Be Prepared
    September 26, 2018 | Jost Hoppermann, Oliwia Berdak

    New digital banks and lenders are proliferating, with incumbents joining the ranks of fintech startups to capitalize on new digital business models. As the heads of these new ventures plot their...