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Digitally savvy delegators are an overlooked, lucrative segment and represent an attractive opportunity for wealth management firms right now. As incumbent firms and fintech startups alike continue to compete to attract and retain customers, firms need to understand who digitally savvy delegators are and design solutions to attract and retain them.
Key takeaways:
• Learn who digitally savvy delegators are.
• Understand how they have behaviors that are similar to both validators and delegators.
• Understand what capabilities wealth management should offer to connect with this segment.
Target audience level: beginner and intermediate
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Read this report to gain insight on the key preferences and behaviors of digitally savvy delegators and the actions wealth management firms must take now to serve this important group of investors.
This webinar was originally scheduled for July 15thDon't miss out on this encore of a standing-room-only Forrester B2B NA Summit session! Due to overwhelming demand, we are hosting a special webinar to share the inspiring stories of Palo Alto Networks, Siemens, and Zendesk, all of which are actively transforming their revenue processes. As organizations prioritize revenue process transformation in 2024, many are seeking guidance on how to actually make this change, as well as validation that this change will deliver results. Key takeaways:Learn how the panel sold the vision of the change to their executives.Discover the biggest process and technical changes they overcame.Understand the actual (or expected) results from this change.Target audience level: intermediate
High-performance IT is the pursuit of continuously improving business results through technology. While it won’t look the same in every organization, we’ve identified four common IT styles to help technology leaders craft and communicate the portfolio of capabilities that best meets the business’s current priorities or fulfills the needs of a specific initiative. In this webinar, we delve deeper into each high-performance IT style. Learn how to activate the technology, people, and security capabilities needed in each of the IT styles to enable, cocreate, amplify, and transform business success.Key takeaways: Understand the key characteristics of each high-performance IT style: enabling business success, cocreating new products for faster growth, amplifying impact by optimizing business outcomes at scale, and transforming to power breakthrough tech-led business.Understand the technologies, skills, and practices underpinning the core capabilities of each IT style.Learn how to extend IT capabilities within each style using emerging technologies.Master the unique security considerations for each style.Target audience level: beginner and intermediate
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.Discover the core ingredients of successful AI architecture in this engaging panel discussion. Our panel of experts dive into the intricacies of AI architecture, focusing on AI workloads and infrastructure encompassing clouds, chips, and models, as well as the right mix for different use cases and for seamless and efficient AI operations.Key takeaways:Explore the different components of AI architectures.Understand how these components work together in different types of workloads to deliver efficient AI.Determine how you can adjust your organization’s architecture to better build for AI.Target audience level: all levels
Sixty-four percent of organizations store and process between 100 TB and 5 PB of data, and 58% of that data is unstructured. Yet only 16% of organizations report processing unstructured data as one of their top data or analytics initiatives. In this webinar, we look at research from “The Forrester Wave: Document Mining And Analytics Platform, Q2 2024” and “The Forrester Wave: Text Mining And Analytics Platform, Q2 2024.” Join us to learn how Forrester researches this important market segment, including its key technologies and leading vendors.Key takeaways:Understand the differences between document mining, text mining, and analytics technologies and their vendors.Learn where ML and generative AI are adding value to document and text mining and analytics and where knowledge-based technologies are still a better fit.Discover three actionable recommendations to help you jumpstart your document mining, text mining, and analytics initiatives.Target audience level: all levelsVendors: AWS, Automation Anywhere, EdgeVerve, Expert.ai, Google, Hyperscience, IBM, InMoment, Medallia, Microsoft, OpenText, Qualtrics, Rossum, SAS, Sprinklr, SS&C Blue Prism, UiPath, Verint, Workfusion
Content planning is one of the most significant elements of campaign design. But, in many cases, expectations about availability, cost, initial use, and subsequent reuse are not accurately factored into campaign plans, making it hard to measure campaign effectiveness and ROI. Join Forrester analysts and campaign gurus Phyllis Davidson and Craig Moore as they discuss techniques to strategically plan and implement content in campaigns. They cover ways to make the most out of your core content and how to account for costs in ways that stretch your dollar and reach more buyers.Key takeaways:Learn how to augment current content measurement reporting.Discover a step-by-step technique that can bypass common technology limitations.Target audience level: intermediate
After the immediate crisis is over, the long-term crisis will just be unfolding. Given the magnitude and impact of the event, every Security and Tech leader must be prepared to respond to urgent questions from their executives, their board, and even their customers and employees. To ensure the organization isn’t susceptible to such an event again, Security and Tech Leaders will need to reexamine their overall concentration risk, third party and supply chain risk, and overall security strategy. It will also demand a reexamination of how IT manages and monitors its critical IT infrastructure, and how robust and automated its capabilities are for incident response, remediation, and crisis management and communication.Key takeaways: Learn about the short-term and long-term implications of this event for Security Leaders, Tech Leaders, and the security industry itself.Hear key recommendations from Forrester analysts on next steps.Ask the analysts for insights and advice live.Target audience level: all levels
