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  • Report The Forrester Banking Sales Wave™: US Mobile Sites, Q1 2020

    US Banks Need To Better Help Prospects Choose And Apply
    January 23, 2020 | Alyson Clarke, Andrew Hogan

    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...

  • Report Bridge The Seams In Mobile Banking Experiences

    Digital Feature Fix: Reduce Friction And Improve Cross-Channel UX
    October 4, 2019 | Gina Bhawalkar, August du Pont

    Banks continue to expand their mobile experiences to include new features and content aimed at letting customers manage their finances from a mobile device. But with these additions, banks often...

  • Report Financial Services Firms Need To Rethink Personalization

    Personalization Is About Customer Engagement And Loyalty, Not Just The Next Product Sale
    September 26, 2019 | Alyson Clarke, Aurelie L'Hostis

    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...

  • Report Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

    Personalization Is About Deepening Customer Engagement
    September 26, 2019 | Aurelie L'Hostis, Alyson Clarke

    Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented...

  • 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 Forrester Banking Wave™: US Mobile Apps, Q2 2019

    US Mobile Banking Experiences Are Often Effective, Sometimes Easy, But Rarely Evoke Positive Emotions — Leaders Are Improving All Three
    May 15, 2019 | Peter Wannemacher, Gina Bhawalkar, August du Pont

    Mobile apps have become the touchpoint of choice for millions of Americans to manage their finances. Digital banking teams need to build mobile banking experiences around customer needs, empowering...

  • Report Banks: You're Building Too Many Apps

    Separate, Standalone Apps Should Be Rare And Built For Unique Customer Segments Or Needs
    February 27, 2019 | Zhi-Ying Barry, Peter Wannemacher

    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,...

  • 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 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 Best Practices In Global Mobile Banking Functionality

    Leading Banks Continue To Raise The Bar On Mobile Functionality

    Mobile apps have become the touchpoint of choice for millions of banking customers to manage their finances. With expectations rising, digital banking teams know they need to continuously iterate...

  • Report The Forrester Banking Wave™: Global Mobile Apps Summary, 2018

    Mobile Banking Leaders Keep Raising The Bar On Functionality And User Experience
    September 27, 2018 | Benjamin Ensor, Arnav Gupta, Aurelie L'Hostis

    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...

  • Report Use Needs-Based Content To Drive Banking Sales

    Digital Feature Fix: Product-First Bank Sales Strategies Are Shortsighted And A Competitive Disadvantage
    September 11, 2018 | Alyson Clarke, August du Pont

    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...

  • 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'Hostis

    Our 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...

  • Report Make It Clear Why Prospects Should Bank With You

    Digital Feature Fix: Give Prospects A Compelling Reason To Choose Your Bank
    August 17, 2018 | Alyson Clarke, August du Pont

    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...