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Digital touchpoints are changing how Americans and Canadians are researching and buying life insurance. We used our Industry Wave methodology to evaluate the digital functionality and usability of seven leading life insurers in each of the Canadian and US markets. This webinar provides an overview of Forrester’s first Life Insurance Industry Wave and a detailed read-out of the methodology and results that lead to which firms took the top spots and why.
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Digital touchpoints are supplementing and sometimes displacing traditional sales touchpoints like advisors as customers research and then buy life insurance. To see how helpful they are to customers, we evaluated the websites of seven US life insurance co
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Increased customer interest in crypto-assets will move them into the mainstream in 2022. Inflation challenges not seen since the early 1980s will prompt wealth managers to train advisors on how they can better serve clients. As technology continues to accelerate, incumbent firms will add to their capabilities by acquiring wealthtechs rather than replicating solutions in-house. A saturated special-purpose acquisition company (SPAC) market will lead to a movement to protect the retail investor. In this webinar, we explore Forrester’s predictions for wealth management in 2022. Key takeaways: Learn Forrester’s predictions for wealth management in 2022. Understand how wealth management firms are responding to the challenges of inflation, the attractions of crypto, and the pitfalls of SPACs. Learn how forward-looking investment management institutions and wealthtechs are driving change today to remain relevant with digital technologies.
Join Sucharita Kodali and Fiona Swerdlow for a recap of the 2021 end-of-year holiday season. In this webinar, we review insights about the season to inform your planning for Holiday 2022. Key takeaways: How US and UK consumers felt about the season overall Highlights from 2021 Black Friday and Cyber Monday events Initial thoughts on areas to work on for Holiday 2022 Target audience level: intermediate
