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As the coronavirus dominates the global headlines, businesses should take the opportunity to develop business continuity plans specifically for pandemics—focusing on customer, employee, and partner needs. Read more »

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  • Report Forrester Infographic: SaaS Faces Obstacles In Financial Services

    Financial Services Firms Are Reluctant To Nab Key Tech Opportunities
    February 13, 2020 | Jost Hoppermann

    Banks and other financial services firms have already used software-as-a-service (SaaS) for horizontal solutions like CRM and HR. However, SaaS in financial-services-specific (vertical) deployments...

  • Report Build A Dynamic Digital Banking Roadmap

    Roadmap: The Digital Banking Strategy Playbook
    October 18, 2019 | Peter Wannemacher

    Digital business leaders at banks are tasked with articulating a vision of the future and a strategic plan for getting there. But moving from vision to action isn't easy, so banks need a roadmap...

  • Report How To Succeed With Marketplace Business Models In Financial Services

    Hint: Build A Collaborative Business Model Strategy
    October 8, 2019 | Jacob Morgan

    The financial service industry is not immune to platform-driven change, of which the marketplace approach is the most likely winner. This report distills best practices from firms at the forefront...

  • Report The Future Of Small Business Banking

    Bank Brands Will Fade As Their SME Products Become Components In Other Companies' Ecosystems
    September 24, 2019 | Peter Wannemacher

    Banking for small- and medium-sized businesses is being disrupted by dozens of new entrants such as MYbank, Square, Stripe, Tide, and Xero that offer small- and medium-sized enterprises (SMEs) a...

  • 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 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 Use Customer Journeys To Guide Your Digital Banking Strategy

    Processes: The Digital Banking Strategy Playbook
    January 24, 2019 | Aurelie L'Hostis, Oliwia Berdak

    Digital banking teams are keen to digitize the entire customer life cycle. They want to cut costs and offer convenience by enabling customers to research, buy, and manage loans, bank accounts,...

  • Report The BATJ Firms Are Driving Digital Financial Services For All

    Baidu, Alibaba, Tencent, And JD.com Are Innovating Financial Ecosystems In China And Around The Globe
    January 3, 2019 | Meng Liu

    The financial technology (fintech) arms of Baidu, Alibaba, Tencent, and JD.com (BATJ) — four of the world's 10 largest fintech entities in 2018 — are now targeting financial services markets...

  • 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 Banks Must Embrace Digital Business Models To Redefine Their Value To Customers

    Digital Leaders At Middle Eastern Banks Are Starting To Address Key Tasks That All Banks Must Master
    April 16, 2018 | Zhi-Ying Barry

    Facing tough economic conditions, competition from more agile players, and changing customer needs, banks in the Middle East are pursuing digital business models to generate new revenue streams and...