Forrester eCommerce

APRIL 20, 2020

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

Financial Services 335

Financial Services Technology Banking Customer Experience 335

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.

Financial Services 345

Financial Services Retail Technology Improvements 345

Forrester eCommerce

JUNE 22, 2020

And with so many assets in transition and the broad interest in customer experience in financial services, it’s tempting to think that banks, insurers, and wealth managers recognize a great opportunity […].

Financial Services 281

Financial Services Banking Customer Experience Management 281

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 […].

Financial Services 321

Financial Services Consumer Other Customer 321

Retail TouchPoints

JANUARY 13, 2021

In partnership with Synchrony and Mastercard , Walgreens is expanding its financial services offerings. The credit cards will closely connect with Walgreens’ new myWalgreens customer loyalty program, which launched in November 2020.

Financial Services 179

Financial Services Customer Loyalty Point of Sale Mobile 179

Forrester eCommerce

MARCH 22, 2022

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 […].

Financial Services 195

Financial Services Banking Customer Experience Management 195

Forrester eCommerce

APRIL 27, 2018

Forrester is conducting research on how financial services companies are using Video to win, serve, engage, and retain customers. As part of this research, we want to hear from you! Click here (or below) to take the survey and help us give you great research – plus you get a free research report for taking […].

Financial Services 210

Financial Services Customer Banking Management 210

RTP blog

JANUARY 14, 2019

By Carter Hunt, Western Union Technological advancements in the financial services industry are evolving through complex tools like AI-powered analytics and voice-activated capabilities, offering added levels of insight and convenience. Customers also are becoming more comfortable with digital financial services.

Financial Services 150

Financial Services Technology Online Retail Retail 150

Forrester eCommerce

NOVEMBER 17, 2021

Traditional financial services firms will make non-traditional moves and look to innovate to stay competitive in the year ahead.

Financial Services 365

Financial Services Management Customer 365

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

Books Merchant Services Payment Services Customer 245

Forrester eCommerce

AUGUST 11, 2021

Open finance will change little in the next couple of years — but will transform financial services over the coming decade.

Financial Services 370

Financial Services Banking Customer Payment Services 370

Dynamic Yield

MARCH 14, 2023

FIs can win big with personalization once they understand the key audiences, KPIs, channels, and use cases within acquisition, adoption, and lifecycle management. The post A quick guide to personalization across the customer lifecycle for financial services appeared first on Dynamic Yield.

Financial Services 36

Financial Services Customer Channel Management 36

Retail TouchPoints

JULY 6, 2023

Loyalty Programs Go Green A green loyalty program builds emotional loyalty and brand advocacy, which builds customer interest, all while helping the Earth at the same time. There are many great examples of companies taking accountability for their environmental impact and using their loyal customer base to get involved.

Customer Loyalty 272

Customer Loyalty Customer Retail Financial Services 272

Forrester eCommerce

NOVEMBER 20, 2020

The COVID-19 pandemic and the resulting lockdowns have severely impacted the finances of millions of customers globally. The pandemic has also changed how customers bank, get insurance, and manage their finances.

Financial Services 259

Financial Services Banking Management Customer 259

Forrester eCommerce

AUGUST 5, 2020

As the COVID-19 pandemic shifts both geographically and in intensity, changes in consumers’ behaviors present financial services companies with new problems and new opportunities. The near-term impact will change the ways these companies interact with their customers, manage their employees, and respond to the market environment.

Financial Services 259

Financial Services Presentation Management Consumer 259

Forrester eCommerce

MARCH 10, 2021

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. If you are asking […].

Financial Services 364

Financial Services Technology Customer Banking 364

Forrester eCommerce

MAY 8, 2020

Cost management is a topic that consistently comes up in inquiry, regardless of whether the original question was about cost management or about other aspects of cloud strategy. Up until recently, cost management was exclusively served by third-party software offerings.

Management 259

Management Other Financial Services Information 259

Forrester eCommerce

APRIL 5, 2021

During the 10 years I’ve been at Forrester, I’ve worn a few different hats: financial services analyst, research director for our customer insights and B2C marketing teams, and, perhaps most importantly, unofficial “snack drawer fulfillment manager” back when we were still […].

Financial Services 281

Financial Services B2C Fulfillment Management 281

Retail TouchPoints

JANUARY 12, 2021

The venture aims to combine Walmart’s retail knowledge and scale with Ribbit’s fintech expertise to deliver tech-driven financial experiences tailored to Walmart’s customers and associates. And they’ve made it clear they want more from us in the financial services arena. Walmart will be the new company’s majority owner.

Financial Services 278

Financial Services Payment Services Management Customer 278

Forrester eCommerce

JUNE 30, 2021

The Pandemic Signaled A Shift To Hybrid Sales And Service Models 2020 was a year of reckoning as face-to-face interactions disappeared and demand for digital engagement skyrocketed. This compelled wealth management firms to accelerate their digital transformations and upgrade their sales, service, and advisory capabilities.

Management 329

Management Financial Services Customer Experience Customer 329

Forrester eCommerce

APRIL 21, 2020

Three key themes emerged as firms: Reduced sources of stress: Financial service firms, including Bank […]. Forrester looked at how more than 20 companies changed their policies and procedures in response to COVID-19.

Financial Services 271

Financial Services Banking Customer Operations 271

Retail TouchPoints

FEBRUARY 26, 2024

A September 2023 study that Acquia conducted with an independent research firm found that just 56% of customers trust that brands will handle their personal data appropriately, and only 17% think that their personal data is “very secure” in the hands of companies. This happens in an environment where consumer trust is already fragile.

Improvements 317

Improvements Payment Services Consumer Banking 317

Retail TouchPoints

MARCH 4, 2024

The customer experience is paramount to the success of today’s retailers. This includes enhancing in-store inventory, delivery services and even the personalization of customer service. However, when it’s time to check out, how do payment options factor into that customer experience?

Payment Services 289

Payment Services Consumer Small Business Retail Banking 289

Forrester eCommerce

APRIL 20, 2020

The wealth management industry is undergoing a digital transformation, and firms are turning to digital wealth management platforms (DWMPs) to accelerate their initiatives.

Management 324

Management Financial Services Customer Experience Customer 324

Forrester eCommerce

NOVEMBER 23, 2020

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.

Management 246

Management Technology Financial Services Customer Experience 246

BigCommerce

APRIL 25, 2018

The implications for our customers, partners, and industry will be profound, and our entire team is thrilled to partner with Goldman Sachs, a world-class firm and global financial services leader. Our dozens of Fortune 1000 customers use the same technology and platform as our SMBs. Investing in Our Customers’ Success.

BigCommerce 385

BigCommerce Merchant Services Customer Payment Services 385

Forrester eCommerce

MARCH 29, 2021

Financial services firms have a large role to play in […]. Tariq Fancy – BlackRock’s former Chief Investment Officer of Sustainable Investing – caused an uproar recently when he denounced sustainable investing as just “marketing hype” and “PR spin.”

Financial Services 315

Financial Services Marketing Banking Management 315

Retail TouchPoints

MAY 29, 2024

As retailers diversify their real estate portfolios to adapt to changing consumer demands, managing in-store brand experiences across various formats becomes increasingly challenging. By focusing on the most relevant merchandise, these stores can make the shopping process more straightforward and enjoyable for customers.

Retail 274

Retail Consumer Financial Services Customer Experience 274

Forrester eCommerce

OCTOBER 26, 2022

If you answered yes (or even “mostly yes”), then the Develop The Digital Strategy priority within the Forrester Decisions for Digital Business & Strategy service is for you! This service helps digital leaders across industries — including financial services, travel, retail, healthcare, […].

Financial Services 195

Financial Services Travel Improvements Retail 195

Forrester eCommerce

OCTOBER 21, 2020

The events of 2020 exposed both weaknesses and opportunities for wealth management firms. In 2021, forward-thinking firms will not only meet these challenges, but move beyond them.

Management 214

Management Events Financial Services Customer 214

Forrester eCommerce

JULY 11, 2023

The pricing affects Sales, Service, and Marketing Clouds as well as Industries (e.g., Financial Services Cloud) and Tableau. Salesforce announced today that it will be increasing pricing an average of 9% starting in August. Much of their current (pre-increase) pricing can be found on their Web site (e.g., Sales Cloud pricing).

Financial Services 195

Financial Services Marketing Information Management 195

Forrester eCommerce

NOVEMBER 13, 2020

Consider Spending Changes In Five Categories Post-COVID-19 Wealth management leaders know that the business effects of the COVID-19 pandemic will be with us for years. Different industries, including wealth management, face disparate consumer trends, resource availability, and revenue potential during the pandemic and […].

Management 231

Management Marketing Consumer Financial Services 231

Forrester eCommerce

APRIL 10, 2023

Unlike more highly regulated industries like healthcare and financial services, retail has leaned on cloud heavily since the early days to power blazing-fast websites […] Last week, we published our latest in a series of “State Of” reports for specific verticals.

Financial Services 195

Financial Services Retail Payment Services Customer Experience 195

Forrester eCommerce

JANUARY 19, 2023

As new types of digital commerce and novel payment methods have proliferated and digital finance has become the norm in APAC, transaction fraud has become significantly more frequent and sophisticated. The COVID-19 pandemic has further increased this risk as fraudsters take advantage of a rich variety of digital channels.

Management 195

Management Payment Services Channel Financial Services 195

Retail TouchPoints

FEBRUARY 16, 2023

The retail industry had to reimagine ways to reach customers that sparked a digital transformation. The industry experimented with new approaches to how we do business in order to streamline the customer experience. One of the most common complaints customers have is waiting too long in checkout lines.

Payment Services 275

Payment Services Banking Customer Experience Technology 275

Retail TouchPoints

APRIL 15, 2021

The solution provider also will build up its global product, customer success, risk intelligence and data science teams while expanding its development and engineering teams. The funding will be used to expand the Signifyd Commerce Protection Platform and identity graph globally across digital shopping and payments.

Merchant Services 200

Merchant Services eCommerce Financial Services Payment Services 200

Forrester eCommerce

OCTOBER 8, 2019

Hackathons can be an excellent way for financial services firms to round out their innovation portfolios. Innovation events like these can help address changing consumer needs and behaviors, as well as competitors’ responses to them. They can help ensure the firm’s survival by adding net-new value to consumers.

Banking 265

Banking Financial Services Events Consumer 265