5G In Financial Services
Forrester eCommerce
APRIL 20, 2020
5G will become a general-purpose technology for financial services firms.
Financial Service Firms Need To Stop Thinking Like Retailers On Personalization
Forrester eCommerce
SEPTEMBER 26, 2019
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. But financial services companies’ current personalization efforts are nowhere near the level necessary to engage increasingly demanding customers.
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Grupo Coppel Adds Digital Financial Services for U.S.-Based Mexican Community
Retail TouchPoints
JANUARY 27, 2023
Grupo Coppel, which operates one of Mexico’s largest department stores, Coppel , as well as a major banking network in the country, has launched Coppel Access — a mobile wallet designed to provide millions of unbanked and underbanked Mexican consumers in the U.S. with mobile financial services.
Introducing Autonomous Finance: Forrester’s New Research On Algorithm-Based Financial Services
Forrester eCommerce
AUGUST 15, 2019
While it’s still early days, the shift toward autonomous services is already happening in financial services thanks to evolving customer expectations, advances in AI and other […].
A Few North American Mobile Banking Apps Lead, But None Stand Out
Forrester eCommerce
OCTOBER 3, 2023
Mobile banking matters more than ever in the US and Canada. Online banking usage is trending down as mobile banking usage and engagement continue to rise. In mobile banking channels, customers demand a widening set of features and services — and these mobile experiences have a major impact on brand perceptions and preferences.
Banking 
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Forrester Reviews And Scores Indian Mobile Banking Apps: What We Learned
Forrester eCommerce
SEPTEMBER 27, 2023
India is emerging as a powerhouse in mobile banking adoption. According to Forrester’s Asia Pacific Consumer Survey, 2023, a staggering 87% of online Indian adults expressed their desire to do all their banking on a smartphone. This statistic marks the highest percentage among the countries surveyed in the Asia Pacific region.
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Forrester Reviews And Scores Indian Mobile Banking Apps: What We Learned
Forrester eCommerce
SEPTEMBER 27, 2023
India is emerging as a powerhouse in mobile banking adoption. According to Forrester’s Consumer Asia Pacific Survey, 2023, a staggering 87% of online Indian adults expressed their desire to do all their banking on a smartphone. This statistic marks the highest percentage among the countries surveyed in the Asia Pacific region.
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Forrester Reviews And Scores US Mobile Banking Apps: What We Learned
Forrester eCommerce
AUGUST 12, 2020
For over a decade, Forrester has conducted an annual review of banks’ mobile apps. My colleague Gina Bhawalkar and I recently published our most recent research, in which we evaluated and scored the mobile banking experiences on more than a dozen banking brands’ apps across the US and Canada.
Banking 354
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T-Mobile MONEY’s Checking Account: Game Changer?
Forrester eCommerce
MAY 3, 2019
On April 18th, T-Mobile officially launched its T-Mobile MONEY checking account, after a soft launch late last year. And this isn’t T-mobile’s first foray into banking either.
Mobile 342
342 
The Future Of Financial Brands: Less Financial, More Brand
Forrester eCommerce
MAY 15, 2020
A new crop of challenger brands, such as Alibaba, Amazon, Apple, Google, Starbucks, T-Mobile, Tencent, and Walmart, are on the prowl in the financial services category. And that should have traditional financial brands worried — very worried.
Three Best Practices From The Forrester Digital Experience Review™: US And Canada Mobile Investing Apps
Forrester eCommerce
APRIL 27, 2023
To assess the digital experience, we reviewed the functionality and user experience of 12 North American mobile investing apps that target self-directed investors, and we provide an Excel-based tool that allows digital business leaders to evaluate their customers’ digital journeys.
Mobile 195
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The Good, The Bad, & The Ugly Of US Mobile Banking Experiences In 2019
Forrester eCommerce
MAY 15, 2019
[Note: This is about the findings from our US mobile banking reviews and research, if you want to read about what we saw in Canada go here] Mobile apps have become the touchpoint of choice for millions of people to manage their finances.
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Square Debuts Appointment Booking App to Help Service Providers Connect with Customers
Retail TouchPoints
AUGUST 9, 2023
Financial services and POS solution Square has launched a new consumer-facing app that lets customers search, discover and book appointments with beauty and personal care professionals. We believe Square Go is an important step in helping sellers make more sales by offering seller discovery and exceptional customer experiences.”
Books 245
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European Banks Are Redoubling Their Mobile Banking Efforts in 2019 – Just Not All At The Same Speed
Forrester eCommerce
MAY 29, 2019
Banks across Europe are all working hard to build the killer mobile banking app. They aim to keep pace with their customers’ needs and rising expectations as consumers’ appetite for banking on the go shows no signs of abating. The drivers are manifold. They also want to stay ahead of the competition. Incumbent banks like […].
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A Guide For Finserv Leaders On Building Their Financial Well-Being Program
Forrester eCommerce
NOVEMBER 20, 2020
The pandemic has also changed how customers bank, get insurance, and manage their finances. In addition to these COVID-19 changes, governments, regulators, and shareholders are now demanding higher standards and mandating financial services firms to better serve and […].
Mobile Banking Apps Take Center Stage As Australians Embrace Digital Banking
Forrester eCommerce
JULY 15, 2020
Just think of the ways we now interact with each other, carry out our daily activities, and buy and pay for products and services. It’s mid-July 2020, and the world is a very different place than it was six and a half months ago! How we bank has also changed dramatically. With social distancing rules and […].
Banking 294
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The Next Generation of Shoppers Needs a Next-Generation Strategy
Retail TouchPoints
SEPTEMBER 6, 2022
Building this kind of omnichannel experience revolves around a combination of data analytics and mobile devices. Maran Nalluswami is SVP and leads the Diversified & Value platform at Synchrony , one of the nation’s premier consumer financial services companies.
What Every Retailer Should Do to Stop Account Takeover Attacks
Retail TouchPoints
MAY 20, 2022
ATOs were traditionally more focused on financial services organizations, but as more people have turned to online shopping throughout the pandemic, this has put retailers firmly at the top of the hackers’ hit list. A Rise in Retailer ATO Attacks. This also makes ATOs much harder to detect because bots will often mimic user behavior.
Retail 289
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The Best CRM Software (In-Depth Review)
Kissmetrics
SEPTEMBER 14, 2020
While the specifics of each feature vary from software to software, there should be a system in place to help you handle things like: Contact and lead management Document sharing and storage Workflow automation Interaction tracking Mobile access. There are four types of operational CRMs, including: Marketing Sales Customer Service IT.
#RIC21 Provides 8 Real-World Answers to the Question ‘What do Consumers Really Want?’
Retail TouchPoints
NOVEMBER 18, 2021
To boost usage, Hemal Negarsheth, Associate Partner, Financial Services, Kearney, noted that retailers should employ varied techniques to pick up on data signals that indicate a shopper would benefit from budgeting flexibility, a key consumer motivator for using BNPL.
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Boost Confidence And Transparency By Elevating Digital Superannuation Experiences
Forrester eCommerce
MARCH 24, 2021
First, COVID-19 has accelerated digital adoption as super firms’ websites and mobile apps have become hubs for their members’ retirement planning decisions. A perfect storm of change has hit the superannuation sector, as three distinct trends have converged.
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How Privacy Issues in Mobile Apps Impact Retailers
Retail TouchPoints
AUGUST 29, 2022
The popular Canadian coffee chain Tim Hortons recently experienced negative publicity after multiple government agencies shed light on the company’s mobile app privacy policies and data collection methods. This discovery tarnished the reputation of a widely respected company with a long history of customer loyalty.
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Wealth Management Firms: You Need Videos On Your Websites And Apps
Forrester eCommerce
JANUARY 31, 2019
But the human brain wasn’t wired to slog through big blocks of text, so millions of websites (and now mobile apps and other digital interfaces) are currently […].
Management 359
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5 + 1 must read on behavioral economics
Forrester eCommerce
SEPTEMBER 25, 2019
I’ve spent the past three weeks interviewing global financial institutions, fintech startups, and technology vendors to gain a broader perspective on how financial experiences will evolve in the coming years.
The Future Of Banking Has Arrived
Forrester eCommerce
JULY 29, 2020
Forrester’s view on the future of banking is here – examining the changes that we expect to play out over the next decade of retail banking. The drivers of the future are evolutions of the past – some playing out now, others that will be far more prominent by 2025 and table stakes by 2030. […].
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The Future Is Here: Google Moves Forward With Its Banking Marketplace
Forrester eCommerce
AUGUST 5, 2020
The future is here. As discussed in Forrester’s recent research on the future of banking, success for many banks will come from powering products and distributing through others’ marketplaces. And Google is now moving ahead with its plan to launch one of those marketplaces. Late last year, I blogged about Google’s move into banking and […].
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Top 10 International Payment Gateways: An In-Depth Guide
FastSpring
DECEMBER 12, 2022
You can choose how many reminders it takes before the customer’s service is paused. We’ve found that allowing the service to continue through the first several reminders reduces involuntary churn and provides a better customer experience. Global tax and financial services. Reporting and analytics.
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9 Internet Trends You Need to Know About This Year
FastSpring
JUNE 19, 2019
But the report also found some surprising trends as well: the Internet is changing our workforce, influencing a growing gig economy, and more people around the globe are ditching their bank cards and using their mobile devices to pay instead. We’re Personalizing Customer Experiences More Than Ever Before.
How-To Boost Your Ecommerce Holiday Sales with Gift Finders
ecomdash
OCTOBER 24, 2018
It’s important to make the gift finder mobile-friendly as well, as Statista predicts that mobile sales will continually be on the rise till the year 2021 in the US. Also, let your customers set a reminder to use the gift finder next year. Gift Finders Improve Customer Experience. Image source: Smyths Toy Store.
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The Future Of Banking: Invisible, Connected, Insights-Driven, And Purposeful
Forrester eCommerce
JULY 30, 2020
Leading banks are pivoting and rebooting their strategy — capitalizing on the pace of change and innovation and setting their course for the next decade. By 2030, banking will be invisible, connected, insights-driven, and purposeful.
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Apple’s Partnership With Goldman Sachs Will Drive Seismic Shifts In The Banking Industry
Forrester eCommerce
MARCH 26, 2019
Apple and Goldman Sachs are partnering to deliver a new credit card. The industry seems to be quick to dismiss the partnership, especially the rewards program – but we think they’re missing the bigger picture. There’s an awful lot more at stake here than credit card rewards. The bigger concern for digital banks, traditional banks, […].
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The 2019 Guide to Conversational Sales
Whisbi
FEBRUARY 19, 2019
Conversational sales is based on the principle of only selling to those customers who are ready to buy and simply facilitate the questions or doubts of those who are not yet ready to make a purchase decision. This method has been proven to increase online conversion rates, improve customer experience and shorten the sales cycle.
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85 Is Money (Still) Too Tight To Mention: Forrester’s New Research On The Future Of Financial Well-Being
Forrester eCommerce
SEPTEMBER 3, 2019
“I been laid off from work My rent is due My kids all need Brand new shoes So I went to the bank To see what they could do They said son – looks like bad luck Got-a hold on you. Money’s too tight to mention.” If you were around in the Eighties, you might […].
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Many Digital Banks Will Struggle Amid The COVID-19 Induced Slowdown, But A Handful Will Innovate And Thrive
Forrester eCommerce
APRIL 21, 2020
On Thursday, April 16, payments firm Stripe announced that it had raised $600 million in fresh funding. The funding comes on top of a $250 million round in September 2019 and values the fintech at an eye-watering $36 billion. The economy may be contracting as a result of the COVID-19 downturn, but investors are certainly […].
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Innovating Across the Customer Journey to Create More Commerce
Retail TouchPoints
JUNE 30, 2021
Transformative shifts in consumer behavior have forever changed the dynamic between customers and the businesses they patronize. As a result, customers are increasingly turning to mobile devices to shop and becoming loyal to retailers that deliver digital experiences tailored to their unique preferences.
What Makes A Payments App Successful?
Forrester eCommerce
JANUARY 2, 2020
Excellence in digital experience is fast becoming a non-negotiable expectation that customers have from a brand. The thing about expectations is that once they rise, they become par for the course. Payments apps are no exception! We recently analysed seven apps from Indian payments providers.
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Money For Nothin’ And Stocks For Free
Forrester eCommerce
SEPTEMBER 25, 2018
JPMorgan enters the retail investing price war.
Retail 257
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Sophisticated Online, Internet, And Mobile Banking Solutions Help Banks Differentiate And Contain Costs
Forrester Omnichannel
OCTOBER 22, 2013
The bank I mainly use for my daily banking needs does not offer that many examples of great customer experiences. The two reasons why my family continues to use that bank are the high number of ATMs in the area where we live and a very customer-oriented branch advisor. Read more Categories: Architecture. Online banking.
Banking 68
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Banks Have Neglected SMEs. They Will Come To Regret It
Forrester eCommerce
OCTOBER 2, 2019
Forrester just published new research outlining the future of small and midsize business banking (also called SME banking to refer to SMEs, or small- and medium-sized enterprises). If you’re an executive at a traditional bank, it contains some grim and gloomy predictions.
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77 Salesforce CRM Review: The Complete Guide for 2019
Ecommerce Platforms
AUGUST 7, 2019
Options include: Essentials: $25 per user per month for account, lead, and opportunity management, as well as the Salesforce mobile app, and email integration. Digital engagement to help you reach your customer on any channel from $75 per user per month. Financial Services. Advisory Services. Engagement.
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How to Use Facebook Messenger to Sell More E-Commerce Products
Kissmetrics
APRIL 10, 2018
I’m going to show you how to wow your customers with Facebook Messenger. I’ll help you figure out how to do this so well it won’t just improve your customer experience, it will also boost your sales. The chatbots can be used different ways to boost sales and build customer loyalty. Mobile Friendly (for some tools).
eCommerce 225
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Marketo Review: Your Must-Have Marketing Solution (June 2019)
Ecommerce Platforms
JULY 2, 2019
While most people refer to Marketo as an email marketing tool, it offers a wide variety of services, including: Mobile marketing: Tailor your campaigns to meet the behaviors and needs of your audience members. Consumer marketing: Deliver super-specific campaigns to your customers to meet their individual needs and expectations.
Marketing 131
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Coinbase Commerce Review (Sep 2021): Everything You Need to Know
Ecommerce Platforms
SEPTEMBER 28, 2021
Service providers selling online services of any kind. Software developers selling app solutions for mobile devices. Freelancers selling an array of services on an individual basis. Coinbase Wallet is a payment service that allows Coinbase customers to make payments directly through their accounts.
Payment Services 104
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Best Retail POS Systems for 2020
Ecommerce Platforms
FEBRUARY 20, 2020
30% of retailers, on the other hand, are focusing on adopting mobile POS solutions, while 41% are hoping to set up integrated ecommerce platforms. The system itself comes in the form of mobile apps for both Android and iOS devices. And, as it turns out, Lightspeed launched its own payment processing service in 2019.
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