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  • Report The Forrester Investing Wave™: US Mobile Apps, Q1 2018

    Mobile Investing Apps Underwhelm With Poor Usability And Lack Of Guidance, Undermining Strong Transactional Features
    January 16, 2018 | Davis Janowski, Jennifer Wise

    Mobile apps have become integral to consumers, who turn to them to manage their everyday lives — including their financial well-being. To see how helpful investing apps are to customers, we...

  • Report Investment Management Apps Are Failing Mainstream, Younger US Investors

    Incumbents Risk Losing Millennial Investors Over Lack Of Comprehensive Financial Guidance In Mobile Offerings
    December 26, 2017 | Davis Janowski

    Many traditional investment management firms have felt little pressure to develop their mobile apps to include holistic advice features. This makes sense to a point: Incumbent firms' best clients...

  • Report Best Practices In US Mobile Investing Functionality

    The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors
    December 7, 2017 | Davis Janowski

    With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of...

  • Report The Canada Customer Experience Index, 2016

    Canadian Company Scores Reveal A Year Of Stagnation
    September 29, 2016 | Rick Parrish

    How well do leading brands build loyalty with the quality of their customer experience (CX)? In this report, we reveal the top performers in Canada and the specific brands that you must beat to...

  • Report Accelerating Technology Change Restructures US Services Employment

    Human Middleware And Transaction Processing Jobs Are Becoming Obsolete
    November 4, 2014 | John McCarthy, Michael Yamnitsky

    A perfect storm of technology change is streamlining, simplifying, and atomizing business processes. The effects will ripple across organizations, as human capital shifts from handling transactions...

  • Report 2014 US Mobile Banking Functionality Benchmark

    Chase And U.S. Bank Top Our Review Of US Banks' Mobile Services
    May 27, 2014 | Rachel Roizen, Peter Wannemacher

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the five largest retail banks in the US across more than 35 criteria. The banks have...

  • Report US Online Bankers

    A Technographics® Overview
    June 10, 2013 | Ryan Morrill

    In an increasingly connected world, it's not surprising that more than three-quarters of US online adults are banking online on a PC — checking their account balances, transferring funds, or paying...

  • Report 2013 Mobile Wealth Management Functionality Benchmark

    E-Trade And Fidelity Lead The Pack
    January 16, 2013 | Bill Doyle

    With investor expectations rising and substantial business at stake, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester evaluated the...

  • Survey North American Technographics® Financial Services Affluent Survey 2013

    January 15, 2013

    Forrester conducted an online survey fielded in January 2013 of 1,051 affluent US individuals ages 18 to 88. For results based on a randomly chosen sample of this size (N = 1,051), there is 95%...

  • Report The State Of North American Digital Banking: Priorities, Goals, And Metrics

    July 20, 2012 | Brad Strothkamp

    This is the first of two reports that details the findings from "The State Of North American Retail Banking eBusiness 2012," a Forrester report conducted in partnership with the Consumer Bankers...

  • Report The Splinternet Engagement Index

    Analyzing Your Customers' Engagement Across Touchpoints
    February 6, 2012 | Josh Bernoff

    The splinternet — the fragmented world of incompatible web, social, video, and mobile touchpoints — is where your customers live now. They want to reach you in more touchpoints, but you can't...

  • Report The ROI Of Mobile Investing And Mobile Trading

    Making The Business Case For Mobile Efforts At Wealth Management Firms
    November 16, 2011 | Bill Doyle, Peter Wannemacher

    Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments...

  • Report The State Of Canadian Mobile Financial Services: 2011

    Adoption Of Mobile Banking Is Heating Up And Portends Future Use Of Mobile Investing And Insurance Services
    August 10, 2011 | Brad Strothkamp, Peter Wannemacher

    Most of the "big five" banking providers have now launched mobile offerings, and clients are responding. Consumer adoption of mobile banking in Canada has risen sharply from just 1% in 2008 to 9%...

  • Report Mobile And Social Technologies Come Late To Wealth Management

    Younger Generations Are Just The First Wave Of Mobile and Social Adopters
    June 8, 2011 | Bill Doyle

    To date, traditional investment and life insurance firms have been insulated from the disruptive forces of mobile and social technologies because their best clients are older. In countries around...

  • Report The State Of Mobile Investing

    February 16, 2011 | Bill Doyle, Peter Wannemacher

    Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors...

  • Report What Financial Functionality US Consumers Want On Mobile Devices

    Nail The Basics To Quickly Expose The Value Of The Channel
    July 12, 2010 | Emmett Higdon, Peter Wannemacher

    In the US, adoption of mobile financial services is rising: 11% of US online adults are now mobile bankers and 7% of those with investment accounts are mobile investors, although just 3% of online...

  • Report Technographics® Survey Highlights: US Mobile Investing

    November 5, 2009 | Jacqueline Anderson

    This highlight deck summarizes the key findings related to incidence, interest and barriers to mobile investing. This is the first survey highlight in a series from the North American...

  • Report Technographics® Survey Highlights: US Online Consumers' Investment Behaviors

    October 28, 2009 | Jacqueline Anderson

    This highlight deck summarizes the key findings related to consumers' investment behaviors. This is the third survey highlight in a series from the North American Technographics Investments And...

  • Report Technographics® Survey Highlights: North American Technographics Affluent Online Survey, Q2 2009 (US)

    July 10, 2009 | Corina Matiesanu

    This highlight deck summarizes the key findings from Forrester’s North American Technographics Affluent Online Survey, Q2 2009 (US). This survey covered questions given to US adults with investable...

  • Report Case Study: E*TRADE Leverages Mobile To Offer Customers More Convenient Services

    A Mobile POST Case Study
    May 27, 2009 | Julie A. Ask

    E*TRADE's Mobile Pro application for the BlackBerry is the excellent result of a thoughtful and well-executed mobile strategy. The strong representation of SuperConnecteds and Connectors within the...