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Forrester's latest research looks deeply at how mobile banking (and banking experiences more broadly) will evolve over the next three years. Using survey data from tens of thousands of banking customers across 10 countries, we identify 10 new must-have capabilities and 10 emerging differentiators.
This session outlines our latest "What's Next In Mobile Banking" research, including data, examples, insights, and best practices. We also discuss how digital banking leaders and their teams can prioritize which initiatives will have the most impact on their customers' experiences and their own business outcomes.
Key takeaways:
Target audience level: all levels
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Banking leaders must prioritize more than a dozen mobile app features and capabilities that will ensure customer engagement and drive brand differentiation.
By 2027, customers will regard 10 emerging features as table stakes; banks must offer them in their mobile app to remain relevant and drive growth.
By 2027, leading banks will use one or more of these 10 emerging differentiators to drive app engagement, stickiness, and business growth.
To thrive in an ever-changing landscape, digital leaders must methodically explore and test new ideas.
Use the trust imperative and the value flywheel to track customer experience trust metrics and help your customers receive more valuable anticipatory experiences.
Today’s public sector environment changes daily. Tech leaders in government groups are pushed to maximize the budget they have. The most logical place to start? Portfolio rationalization. Techniques such as project prioritization, resource allocation, and redundancy elimination are essential to streamline operations and enhance overall efficiency. Although these steps will help drive down cost — the goal is creating a more adaptive platform that is responsive to changing needs and capable of integrating advanced technologies, including AI. This AI-ready framework enables agencies to leverage data-driven insights for better decision-making, predictive analytics for future planning, and automation to reduce manual workloads, ultimately driving innovation and delivering superior outcomes for their constituents.Key takeaways: Learn how to assess and rank projects based on strategic importance and resource availability to ensure optimal portfolio composition.Discover techniques to streamline operations by removing overlapping or unnecessary initiatives, thereby improving efficiency.Gain insights into effective resource management strategies that enhance operational effectiveness and drive better outcomes for government agencies.Target audience level: beginner and intermediate
Building effective cross-functional relationships can be the difference between a successful customer experience (CX) transformation and one that struggles. Join us as we walk through a new series of tools that CX pros can use to collaborate with stakeholders.Key takeaways: Identify key influencers around the organization to collaborate with.Lear how tp align CX value with the organizational outcomes your influencers care about.Explore how to build an approach plan to engage influencers to amplify and accelerate CX impact in the organization.Target audience level: all levels
This webinar was originally scheduled for June 12th, 2025.In today's fast-paced digital landscape, businesses must adapt to ever-evolving technological demands. Join us for an insightful webinar where we delve into the importance of business-optimized networks and how they can transform your organization's efficiency and productivity.Key takeaways: Understand business-optimized networks — what they are and why they matter.Discover benefits of optimization — enhanced performance, security, and scalability.Explore real-world applications — case studies and success stories.Learn implementation strategies — practical steps to optimize your network.Target audience level: beginner and intermediate
Generative AI (genAI) has distinct security-, efficiency-, and agility-boosting effects in customer identity and access management (IAM), anti-money laundering (AML), and fraud management. This webinar highlights how to use these capabilities.Key takeaways: Learn the uses of genAI in customer IAM.Discover the uses of genAI in fraud management and AML.Explore the risks of genAI and how to overcome them.Target audience level: intermediate and advanced
The results from our 2025 global survey into the state of customer feedback management and customer experience (CX) measurement programs are in! Join us for this webinar to discuss the results.Key takeaways: How CX leaders around the world manage customer feedback and measure CX.The key listening posts and metrics CX leaders and their organizations rely on.How CX leaders embed metrics and insights into their organizations.The technology CX leaders are using and how they’re leveraging generative AI.Target audience level: all levels
CRM is a critical piece of technology infrastructure that underpins a firm’s ability to deliver next-generation financial services. It connects organizational silos to drive customer and business value. CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes CRM an indispensable tool for financial services firms aiming to enhance customer experiences, streamline operations, and drive growth.Despite the benefits, we often hear that financial services firms struggle to justify the investment in CRM modernization, and firms that have done so say that they’re struggling to extract value. This makes it more important than ever to choose the right vendor. But the financial services CRM market is bifurcating, making vendor choice even harder.Key takeaways: Understand the financial services CRM market, key vendors, and common financial services use cases.Learn how AI (predictive, generative, and agentic) is transforming CRM and what it means for financial services firms.Uncover the mistakes that are leading to the underutilization of CRM by financial services firms.Identify the key considerations that should inform financial services firms’ CRM purchasing decision.Target audience level: intermediate and advanced