Get access to a single webinar that is currently outside of your subscription.
Price: $250 (USD)
Partner with Forrester Research to get access to webinars, insights and frameworks aligned to your role. Shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer.
Cross-selling is one of the key objectives of every financial services company, yet few do it effectively. The growth of the use of the Web in financial services gives financial firms the best opportunity to engage existing customers with relevant cross-sell messages and offers. This session covers both the customer view/desire to be cross-sold along with specific techniques financial firms are using on the Web to effectively cross-sell customers.
Agenda:
Vendors mentioned: Endeca Technologies and Intuit Financial Services
You'll receive an email with dialing and Webex instructions prior to the Webinar.
See the Webinar FAQs for answers to technical and other Webinar questions.
The goal of cross-selling additional products to consumers is the mantra of every business executive, regardless of industry. But in financial services, it has been mostly an elusive goal: A good portion of consumers are open to buying multiple products f
Consumers connect to the internet on 14.1 different devices, platforms, and channels. The combination of these three elements increases the possibilities logarithmically. While the current landscape is nuanced, the future complexities will be even greater as the types of devices, platforms, and channels expand.Businesses do not have unlimited resources to serve their customers in every possible place, let alone every interface (e.g., direct messaging, voice) where they access internet services.This webinar helps digital business executives use Forrester’s 3D Connected Consumer model to make smart digital experience device, platform, and channel investment decisions.Key takeaways:Use Forrester’s POST methodology to make technology channel decisions.Leverage customer data cuts from Forrester to make smart, data-based decisions.Break free from device-anchored experiences.Own as many moments as you can — and borrow the rest.Target audience level: intermediate
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