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To remain competitive and drive growth, financial services firms need to pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. Financial services providers need to evaluate and adopt a range of contributing technologies and collaborate with partners to develop innovative financial experiences, boost customers’ loyalty, and drive growth.
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This report outlines how the next decade will see financial services firms broaden their sense of purpose and drive social impact by promoting customers’ financial well-being.
Customer success (CS) is a vital business capability that can develop out of several existing functions, including support, sales, or marketing. As a company grows, CS sprawl can increase, making it difficult to consolidate resources under dedicated leadership with the technology and processes designed to achieve agreed-upon outcomes. Maturing CS requires moving away from its dependence on human labor toward digital-led ways to engage and guide customers toward the outcomes they want and the value they deserve.In this webinar, Forrester vice president and principal analyst Laura Ramos shows customer engagement leaders how to use Forrester’s Total Economic Impact™ (TEI) methodology to build a business case for combining distributed, nondedicated resources into a formally chartered CS function with the processes, responsibility, and technology to support any enterprise-scale business. We explore the TEI of three key digital-led investments — a customer-centered digital experience, integration of learning content or technology, and a community-based advocacy program — and what returns you can expect from each.Key takeaways: Learn why now is the time to scale CS using digital-first approaches.Understand four popular, practical ways to extend CS impact by digitalizing postsale experiences.Connect the Total Economic Impact™ (TEI) methodology to smart CS investment.Explore how to build your business case around increasing CS ROI.Target audience level: beginner and intermediate
B2B events play a dominant role in B2B marketing activity, with events spend consistently among the largest budget line items in Forrester surveys. Moreover, with 49% of CMOs believing that events are now more important than they were pre-pandemic, this trend will continue. However, the environment in which teams plan and execute their events has transformed. This webinar shares findings from Forrester’s Q1 2024 State Of B2B Events Survey and highlights areas for leaders to think about as they build a future fit event strategy.Key takeaways: Explore key findings from Forrester’s Q1 2024 State Of B2B Events Survey.Understand what the new omnichannel event mix looks like.Learn how leaders are thinking about the future of their events and their top focus areas.Target audience level: all levels
Harness the advantages of AI with help from this webinar series featuring the latest expert insights, practical tips, and key steps you and your team can take with this rapidly evolving technology.Artificial Intelligence is just a boatload of potential without a strategy to make it a valuable contributor to business outcomes. Looking at AI through the lens of high-performance IT (HPIT) gives technology leaders a pragmatic framework to plan, execute, and communicate an AI strategy with direct business payoff. Enable success, cocreate value, amplify impact, and transform business with AI.Key takeaways: Sample the impact of AI on business growth, productivity, and execution.See how HPIT guides your AI investments and strategy for impact.Plot your first steps with a genAI strategic plan.Target audience level: all levels
Global IT services spend by governments and enterprises will reach $2 trillion by 2028. This webinar looks at the largest vendors in 2024, the industry growth drivers, and ways in which the market will need to adapt and evolve.Key takeaways:Learn which industries spend the most on IT services.Understand why infrastructure as a service (IaaS) will see the most rapid growth.Know what will make the IT service industry thrive.Target audience level: beginner and intermediate
Technology is advancing at a pace that current public sector IT planning practices struggle to match. At the same time, they are facing workforce challenges and a need for modernization. This webinar helps agency and department leaders adapt budget and planning practices to deliver high performance, adapt their workforce at a pace that challenges traditional employee management practices, and understand how to maximize tech investments.Key takeaways: Learn how to maximize tech investments.Understand the best practices around budgeting for public sector.Learn how to recruit the best talent under various restraints.Target audience level: all levels
Harness the advantages of AI with help from this webinar series featuring the latest expert insights, practical tips, and key steps you and your team can take with this rapidly evolving technology.Emerging AI technologies let you design experiences that are more conversational, adaptive, and creative, which makes machines and their software feel more humanlike to users. Of these three new capabilities, creativity — enabled by generative AI — is the most powerful and surprising and requires a new mindset for effective human-machine collaboration. Join this session to hear how genAI is making software more creative and how enterprises are using it to design experiences.Key takeaways:Learn how creative AI technologies are changing the way humans and machines collaborate.Understand how genAI is making software more creative. Explore how enterprises are leveraging genAI to design new experiences.Target audience level: all levels
