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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 The Future Of Work In Banking

    Routine Compliance And Branch Management Tasks Give Way To Deeper Customer Relationships And Digital Skills

    Digital technology can perform routine tasks like data entry more effectively than humans, freeing up human workers to complete other, more complex tasks. Banks that find the right balance of human...

  • Report The Future Of Work In Insurance

    Loss Estimation And Claims Handling Give Way To Deeper Customer Relationships And Digital Skills

    Digital technology can perform routine tasks, such as data entry, more effectively than humans and has freed up human workers to complete other, more complex tasks. Insurers that find the right...

  • Report Eight Ways To Grow Deposits

    Strategies And Tactics For Banks And Credit Unions To Drive Deposit Growth
    October 23, 2019 | Alyson Clarke

    Winning deposits is a key priority for many banks and credit unions, and competition is fierce in the battle to find cheap deposits and keep funding costs down. But attracting deposits isn't only...

  • Report Emerging Risks Transform Small Business Insurance

    Prioritize Blind Spots To Protect Small Business From Emerging Risk
    August 16, 2019 | Ellen Carney

    US small businesses are buying different insurance policies now versus five years ago. Much of this change is rooted in digital, social, and economic forces. Forrester dug into five years of US...

  • Report Improve Investor Experiences With These Technology Building Blocks

    Adopt These Technologies To Deliver Better Investor Experiences And Improve Business Outcomes
    April 3, 2019 | Vijay Raghavan

    Digital technologies are changing how customers invest and how they receive financial advice. Powered by these same technologies, fintech startups are challenging incumbents with lower fees,...

  • Report Accelerate Financial Advisor Productivity With These Technology Building Blocks

    Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences
    January 16, 2019 | Vijay Raghavan

    Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening...

  • 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 North American Wealth Management Firms Must Embrace Digital To Stay Relevant

    Digital Technology Brings New Opportunities And Threats To Wealth Management
    September 19, 2018 | Vijay Raghavan

    There are multiple forces and innovations changing how Americans and Canadians invest in the stock market. Powered by digital technology, the wealth management industry is transforming to meet the...