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What will happen in the wealth management industry in 2023? We predict that markets will continue to gyrate, crypto will falter, and NFTs are going mainstream. Market headwinds and inflation scares will continue to drive wealth management firms to spend strategically on capabilities to attract and retain the digitally savvy investor of tomorrow. Attend this webinar to learn Forrester’s wealth management predictions for 2023.
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In this report, we explore Forrester’s predictions for wealth management in 2023.
In today’s fast-paced B2B landscape, traditional messaging strategies are falling short. Buyers expect personalized, outcome-driven communication — but many providers still rely on outdated, product-centric approaches. Join us for an insightful webinar where Forrester analysts unveil the B2B Buyer Messaging Cycle, a proven framework to help marketers craft agile, buyer-focused messaging that drives engagement and responds to rapidly changing market dynamics.Key takeaways: Understand core challenges undermining B2B messaging effectiveness.Learn how the Forrester B2B Buyer Messaging Cycle enables agile, buyer-centric communication.Discover how generative AI can accelerate message creation, testing, and refinement. Gain practical tips for iterating and activating messaging that resonates with modern buying groups.Target audience level: beginner
Accelerate innovation with deeper insights about why Agentic AI is important, when it will likely pay off, and how others are using it, featuring the latest expert insights, practical tips, and key steps you and your team can take with this rapidly evolving technology. Agentic AI can potentially enable customer self-service, personalize marketing content creation and distribution, and play a role in physical robotics. Join this session to learn more about how this technology will mature and steps you can take to maximize your investment in it. Key takeaways: Learn about the capabilities of Agentic AI in various industries.Understand the potential for automation and efficiency gains. Explore successful Agentic AI use cases. Target audience level: all levels
In today’s rapidly evolving healthcare landscape, organizations must transform into intelligent healthcare organizations (IHOs) to meet rising expectations from both employees and patients. This webinar explores how becoming an IHO is not a final destination but an ongoing practice that requires more than just technology investment. It involves reimagining workflows, delivering personalized content, building resilient strategies, and fostering intuitive interactions.Despite challenges like internal skill gaps and weak vendor relationships, healthcare leaders can overcome these barriers by adopting Forrester’s Intelligent Healthcare Organization Framework. This approach empowers leaders to evaluate technology with a functions-first mindset and build strategic partnerships. Join us to learn how to infuse clinical intelligence across your enterprise and drive meaningful transformation.Key takeaways: Discover Forrester’s Intelligent Healthcare Organization Framework, a strategic model designed to guide healthcare leaders through the transformation into intelligent, adaptive organizations.Learn how to prepare for the future through smarter tech decisions, including how to evaluate enterprise technology with a functions-first mindset and build resilient, purpose-driven partnerships.Target audience level: intermediate
Join Forrester principal analysts Judy Weader and Arielle Trzcinski to hear about the total experience for US health insurers. This webinar covers the components of the Total Experience Score — Customer Experience Index (CX Index™) and Brand Experience Index (BX Index™) — as well as how trust impacts quality perceptions and loyalty indicators.Key takeaways: Learn about the key ratings of total experience, customer experience, and brand experience.Understand the impact of trust on quality perception and loyalty.Target audience level: all levels
As digital business leaders work on 2026 budgets, they are determining where to focus their resources and investments for maximum impact. Join Oliwia Berdak, Emily Pfeiffer, and Fiona Swerdlow as they discuss budgeting for digital business leaders in a time of uncertainty. They will discuss challenges – and opportunities – to anticipate in 2026 and provide recommendations on where to invest, where to decelerate or cut investments, and where to strategically experiment to grow the business for the near and longer term.Key takeaways: How can leaders make the biggest impact with lasting benefits for customers, employees, and their organization?For which areas should they allocate budget to test and experiment toward future growth?In what areas should they invest in 2026?How do they make the most of existing technology and optimize spend overall?Target audience level: beginner and intermediate
Organizations are moving quickly to embrace agentic AI for a myriad of use cases. Agentic AI, however, introduces cybersecurity challenges that traditional security frameworks and approaches can’t adequately address. Agentic technologies shift cybersecurity paradigms by promoting emergent behaviors to meet objectives, making it essential for security leaders to control intent at scale. As these technologies spread across organizations, establishing enterprise guardrails is critical for secure deployment.This webinar explores the unique cybersecurity challenges posed by agentic AI and strategies to effectively address them. The session will introduce Forrester’s AEGIS Framework, a comprehensive security model based on six domains: governance, identity and access management, data security, application security, threat management, and Zero Trust architecture principles. Attendees will learn best practices for securing agentic AI, emphasizing phased processes, human oversight, “least agency” principles, and dynamic security adjustments as AI systems evolve.Key takeaways: Why securing agentic AI is a challenge security teams must address nowHow the AEGIS framework helps security leaders secure agentic AIWhy intent is as important as outcomesWhat the core principles of securing agentic AI areHow to implement and mature AEGIS in a phased approachTarget audience level: intermediate