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Financial services providers are under high pressure to redefine their sense of purpose, as their interests no longer align with those of the customers they serve. Firms should pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. This webinar helps executives understand how they can drive customer engagement, create new value, and future-proof their firm’s revenues by developing a financial well-being program.
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Target audience level: all levels
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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.
UK consumers face multiple financial challenges and are worried about their financial situation. This Forrester infographic provides an overview of the state of financial well-being in the UK. Banking executives should use this infographic to consider whi
Advances in behavioral science have shed new light on how people make decisions — and that includes personal finance. Despite best intentions, people don't always stick to their financial goals. Several fintech startups and financial services firms have s
Your B2B customers expect personalized interactions on their terms and timelines. Outdated marketing, sales, and postsale processes have failed to meet their changing expectations, resulting in poor experiences that make it harder to retain accounts and grow them further. Postsale teams, and customer success specifically, are uniquely positioned to engage customers and help them achieve meaningful results, but only if you elevate their role in transforming revenue processes that create more durable growth.Key takeaways: Learn why customers are the key to stable, long-term growth.Understand the role of postsale engagement teams in transforming revenue processes.Explore how top teams guide customers through four distinct postsale stages of the Opportunity Lifecycle framework.Target audience level: intermediate
Anyone who sells software or digital goods online and wants to grow through globalization will at least consider a third-party Merchant Of Record model. Merchant of Record (MOR) solutions have existed for decades, but the industry has made headlines recently with some notable departures: Digital River, a former heavyweight in the market, is closing up shop, and a relative newcomer in the category, Lemon Squeezy, was acquired by payments heavyweight Stripe, which, per its founder, will “scale Merchant Of Record selling in a big way.”In this webinar, Forrester analyst Lily Varon is joined by a panel of CEOs from three major players in the MOR solution space: David Nachman, CEO of FastSpring; Jimmy Fitzgerald, CEO of Paddle; and Wendi Sturgis, Board Advisor and Former CEO of Cleverbridge. Key takeaways: Understand what is really going on with the Merchant Of Record market right now.Learn how to avoid common pitfalls of MOR selling.Discover the best ways for digital leaders to prepare for the future of MOR selling.Target audience level: all levels
The increasing prevalence of deepfakes in digital, online interactions has become a serious problem. They can wreak havoc on organizations by causing fraud losses, compliance issues, and reputational damage. But while deepfakes are getting harder to detect, there’s hope for organizations to manage and defeat them. Join Forrester for this webinar discussing protecting your organization from deepfakes and find out what works —and what doesn’t.Key takeaways: Discover why deepfakes are problematic in digital business.Understand why deepfakes are hard to fight.Learn how your organization can get started.Discover what vendors are doing.Target audience level: beginner and intermediate