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Introducing The Financial Services CRM Landscape, Q2 2023

Forrester eCommerce

Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech. At Forrester, we see financial services firms […]

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Retailers Must Embrace Financial Services, and Quickly

Retail TouchPoints

Retailers know that customer engagement must be the focus of their marketing efforts. And it’s increasingly clear that brands that embrace financial services within the customer journey are scoring highly on engagement scores. Many customers bail at this point. John Rutledge is CEO of HolyWally.

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5G In Financial Services

Forrester eCommerce

5G will become a general-purpose technology for financial services firms.

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Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester eCommerce

Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. And most are thinking like retailers when it comes to personalization — […].

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Some Research Themes For Financial Services In 2022 (Plus A Survey You Can Take To Help)

Forrester eCommerce

We’ve been diving deep into a number of topics that financial services executives and their teams care about (or should care about). A crop of fintech startups and large financial providers are investing in embedded finance — in which financial products and […].

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How To Monetize Open Finance: Monetize Value, Price The Use Case

Forrester eCommerce

Open finance is driven not by regulators, but by technologies like open APIs. This is steadily changing distribution patterns within the industry towards embedded finance – a world of connectivity, financial services meeting the needs of customers in the moment, in cars, in virtual agents, in shopping apps, in online marketplaces.

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Distinguish Hot From Hype In Wealth Management Tech Investments in 2021

Forrester eCommerce

We’ve seen technology shift the wealth management landscape for years. The global pandemic accelerated that shift as clients seek new ways to access their accounts, communicate with account managers and manage their investments.