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In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial advisors satisfied. In this webinar, we reveal the full list of top wealth tech initiatives for 2020 as well as who is doing things well and why these areas are the keys to success in today’s dynamic wealth management marketplace.
Key takeaways:
Target audience level: all levels
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From April through August 2020, we surveyed wealth management industry professionals from more than 80 companies to understand which technology initiatives they are investing in this year. This report gives digital professionals insights into technologies
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
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
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
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
The 2024 edition of our annual top security recommendations advises security leaders to tackle changes in tech, the threat landscape, and potential consequences facing the organization and themselves by acting quickly and marshalling the necessary resources and allies to ensure business growth in 2024. Join us in this webinar to go over highlights from our 2024 recommendations and hear directly from the analysts making these calls.Key takeaways:Learn the most important recommendations for your security strategy in 2024 and our rationale behind them.Leverage our research and insights to guide your security program strategy.Understand how to prioritize changes in areas including generative AI, privacy and data protection, OT/ICS security, fraud mitigation, and security leadership in the coming year.Target audience level: intermediate
This webinar explains current trends in the customer service space and how these trends are influencing the customer service vendor landscape. We discuss the results of Forrester’s latest customer-focused Wave and how to use the Wave when evaluating and selecting a customer service solution.Key takeaways:Understand high-level trends influencing the customer service vendor landscape.Explore a list of the key players in the customer service space.Learn how to maximize Forrester’s research and resources, particularly the recent customer service Wave, to identify the right platform for your organization.Target audience level: intermediateVendors mentioned: Creatio, Freshworks, Microsoft, Oracle, Pegasystems, Salesforce, SAP, ServiceNow, SugarCRM, Verint, Zendesk, & Zoho
