Remove Customer Remove Customer Experience Remove Financial Services Remove Technology
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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. Many customers bail at this point.

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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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Invest In The Right Technologies To Develop Your Financial Well-Being Program

Forrester eCommerce

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. To develop their financial well-being program, financial services providers are evaluating and adopting a range of contributing technologies.

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Invest In The Right Technologies To Improve Your Customers’ Financial Well-Being

Forrester eCommerce

The Forrester Financial Well-Being Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm’s investment approach to these technologies.

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India’s Budget 2023: What It Means For Financial Services And FinTechs?

Forrester eCommerce

Budget 2023 does aspire to create an empowered, inclusive, technology-driven, and knowledge-based economy […] On that day, India’s Prime Minister tweeted, “This year’s Budget infuses new energy to India’s development trajectory”. I find that he was not far off the mark.