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  • 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 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...

  • Report Implementing Digital Core Banking At Smaller Banks

    Large Banks Aren't The Only Ones Moving Toward Sophisticated Digital Banking Platforms
    September 26, 2018 | Jost Hoppermann

    Traditional core banking is the natural enemy of true (i.e., end-to-end) digital banking transformation, while digital core banking is its closest friend. Until recently, digital core banking has...

  • Report The Forrester Banking Sales Wave™: US Mobile Sites, Q3 2018

    US Banks Need Better Content To Win Prospects
    September 26, 2018 | Alyson Clarke, Andrew Hogan, August du Pont

    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 Design And Implement A Centralized Alerts Hub For Your Digital Banking Customers

    Digital Feature Fix: Boost Alerts Enrollment And Usage By Improving Management Tools
    September 20, 2018 | Peter Wannemacher

    Our reviews for our Forrester Industry Wave™ research routinely reveal that digital banking sites and mobile apps are missing important content, features, or functions that help customers complete...

  • 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 Digital Transformation Case Studies: How 23 Companies Redesigned Their Business

    Examine Other Industries' Innovation Methods To Inform Your Transformation Strategy
    August 27, 2018 | Martin Gill

    Business leaders in every industry are launching initiatives to digitally transform their business. The task is daunting and has no clear path to success. Explore these 23 case studies —...

  • Report Assess Your Digital Banking Capabilities

    Assessment: The Digital Banking Strategy Playbook
    July 31, 2018 | Aurelie L'Hostis

    To achieve digital mastery, banks need to invest in digital capabilities that reflect the entire customer life cycle and support customers across touchpoints. This report — which is the assessment...

  • Report Disrupt Your Business With A Digital Venture

    Use Your Fintech To Transform Your Core Business
    June 13, 2018 | Oliwia Berdak

    Tired of hitting internal obstacles and eager to grasp the digital opportunity, financial services executives are launching new digital ventures. Options range from digital-only brands to digital...

  • Report Case Study: Pinnacol Assurance Fights Disruption By Launching A Digital Venture

    How Pinnacol Launched Digital Subsidiary Cake In 12 Months
    June 12, 2018 | Ellen Carney

    No insurance company is immune from the impact of digital transformation. Established insurers are dealing with an onslaught of forces that range from escalating customer expectations to the...