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Join this interactive discussion with principal analyst Gina Bhawalkar and fellow customer experience leaders to discuss the powerful role personas can play in creating empathy for customers and guiding smarter decision-making. When done well, personas aren’t just a tool for focusing journey mapping work; they’re an incredibly effective way to align teams on a shared understanding of the customer.
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This report helps readers understand the qualities of modern personas and the best practices to create them.
This report provides a checklist to help readers assess the effectiveness of their personas.
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
B2C business leaders in the US are hungry for business growth in the double digits again. Yet today’s volatile markets and consumer purchase decisions are impacting this growth more than ever. The future of commerce requires a more distributed, dynamic, and intelligent approach.Key takeaways: Understand the factors and dynamics impacting B2C purchase behaviors in the US.Learn about common challenges that B2C business leaders face in creating commerce moments that drive business growth.Dive deep into three different strategies for commerce growth — distributed, dynamic, and intelligent.Discover what you can do as a business leader to embark on the strategies that make sense for your business.Target audience level: intermediate
In volatile times, marketing, customer experience, and digital leaders in consumer-facing businesses can’t let shifting winds and heavy currents push their business off course. Instead, these business leaders must keep a cool head, resist knee-jerk reactions, and fine-tune strategies precisely and creatively to adapt to only the meaningful and substantial changes in the market and business environment.Key takeaways: Recommit to - and invest in - growing customer obsession maturity across the organization.Reaffirm your brand, customers, and priorities to then take bold, not rash, steps: implementing “always on” scenario planning, staying creative, and communicating brilliantly.Master change management to keep your team energized and focused on delivering quality customer experiences.Ratchet up management of the risks in your control.Target audience level: beginner and intermediate
In this webinar we will look at the state of IT sustainability survey Forrester conducted at the end of 2024 looking at the buyer and spending behavior for sustainability initiatives for 2025. We will take a closer look at the most impactful initiatives on sustainability enterprise leaders told us they undertook in the past year how investments will look like for 2025 the key capabilities for sustainability management software solutions that enterprise leaders sort and the services capabilities that were most asked for in the market.Key takeaways: Buyer trends for sustainability management softwareServices partnerships enterprises seekMost impactful IT decarbonization efforts by organizationsTarget audience level: all levels