Forrester’s 2021 Financial Services Architecture Survey Needs Your Input

Forrester Digital Transformation

Banks and other financial services firms always ask: “What are the others doing?” Source: Financial Services Firms Have Solid […].

SheerID Launches First Financial Services Solution to Instantly Verify Thin-file Applicants and Many Other Segments with Authoritative Data


SheerID's new financial services solution will help firms verify thin-file applicants as well as other segments like teachers, military, and healthcare workers. Press Releases Digital Verification Financial Services Identity Marketing SheerID


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5G In Financial Services

Forrester's Customer Insights

5G will become a general-purpose technology for financial services firms. Age of the Customer banking customer experience management customer-centric design financial services Insurance mobile technology omnichannel customer experience 5G

Exploring Retail Revolution: The Correlation Between Technological Advancements In Financial Services And Online Retail Success

Retail TouchPoints

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. We are seeing a shift toward always-on service and a desire for instant gratification, marked by Dell EMC Research’s latest finding. Customers also are becoming more comfortable with digital financial services.

In Post-Pandemic Age, How Will Financial Services Consumers Change in APAC ?

Forrester Digital Transformation

We are happy to announce the publication of a series of Data Snapshots on APAC consumers’ attitude and behavior in Financial Services industry. Age of the Customer financial services

Walgreens Moves Into Financial Services With Credit Card Launch

Retail Touch

In partnership with Synchrony and Mastercard , Walgreens is expanding its financial services offerings. The new cards will be the first in a range of new financial products and services planned by Walgreens.

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

Forrester Digital Transformation

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 […].

SheerID’s Julie Cox Interviewing Money20/20’s Sanjib Kalita At Digital Marketing for Financial Services Summit


SheerID is hosting the ‘What Financial Services Marketers Can Learn From Retail: 2021 Trends’ session at The Digital Marketing for Financial Services Summit.

Europe Predictions 2021: Digital Acceleration In Financial Services

Forrester's Customer Insights

2020 has been a challenging year for financial services. Age of the Customer Banking Europe financial services Insurance covid-19 digital Financial Services insurance pandemicFirst, COVID-19 hit insurers with business interruption and travel insurance claims.

Using Innovation To Rebuild From COVID-19 — Lessons From Financial Services

Forrester's Customer Insights

Age of the Customer banking digital business digital disruption financial services Innovation operationalizing innovation technology-driven innovation digital innovation digital transformation Financial Services innovation open banking open finance

Financial Services Firms Can Earn Trust With A Real Commitment To Sustainability

Forrester's Customer Insights

Financial services firms that embrace sustainable business models have an opportunity to win over values-based customers. Age of the Customer Banking financial services Insurance Investing Sustainability Sustainable finance Wealth Management

More Personalised, More Responsive, More Joined-Up – the Priorities for Financial Services Marketing in 2022

Digital Doughnut

As the UK takes off its masks and steps tentatively into the post-pandemic era, financial services marketers are focusing on more personalisation, greater responsiveness to customer needs, and joined-up omnichannel communications as their priorities for the coming year.

Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester's Customer Insights

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.

Environmental Initiatives Dominate Sustainability Efforts Of Financial Services Firms

Forrester's Customer Insights

Age of the Customer Banking financial services Insurance Sustainability Sustainable financeSustainability – with its focus on environmental, social, and governance (ESG) principles – is beginning to dominate political and business agendas worldwide.

Hardwire CX To Financial Performance In The Financial Services Sector

Forrester's Customer Insights

Business leaders in the financial services (FS) industry are used to tracking success with measures that reflect shareholder, investor and market regulator values like return on equity, net profit, assets under management and capital adequacy ratio.

Forrester’s Global Financial Services Architecture Online Survey

Forrester's Customer Insights

An important part of Forrester’s research process is gathering input from financial services companies, so we can advise our clients on the latest trends in the market. banking financial services InsuranceWe’ve kicked off some new research, and we need your help. We’re currently fielding a survey for vendors, end users, and experts that will provide the key input […].

How Digital Verification Makes Marketing to Students Easy for Financial Services


The post How Digital Verification Makes Marketing to Students Easy for Financial Services appeared first on SheerID. Blog Posts Digital Verification Marketing to College Students student verification

Predictions 2019: Financial Services Firms Shift Their Focus To Operational Efficiency

Forrester's Customer Insights

In the decade since the global financial crisis, much of the financial services industry has made a strong recovery. banking financial services predictions 2019 wealth managementWhile many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health. Growing economies, rising interest rates, and increased trading activity have delivered strong earnings […].

When Financial Services Meets the Platform Economy: Turning Challenges into Opportunities

Retail Archives

In that context, to remain relevant and competitive, banks are turning to partners to offer innovative experiences and access additional data that can be leveraged to deliver better services.

Introducing Autonomous Finance: Forrester’s New Research On Algorithm-Based Financial Services

Forrester's Customer Insights

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 […]. People’s lives are becoming ever more automated as millions of algorithms make decisions — and, in some cases, take actions on those decisions — on behalf of a consumer.

Digitally Evolving Customer Mindset Will Reshape Indian Financial Services Landscape

Forrester's Customer Insights

Indian financial service customers are changing! Forrester surveyed 3,000 online adults in India on their financial attitude, expectations, and preferences and found that more than half of customers accessing the internet are constantly online. We found that most of the respondents are early adopters of new technology — Forrester calls them “Progressive Pioneers.” ” As digital […]. age of the customer

Financial Services Firms Need A More Relevant Customer Segmentation Model: Introducing Forrester’s Financial Well-Being Segmentation

Forrester's Customer Insights

Even before the onset of the COVID-19 pandemic, consumers were already facing multiple financial challenges, and many were worried about their financial situation. Financial Services Firms Need A Framework To Better Understand Their Customers’ Financial Mindset And […].

Dynamic Yield for Financial Services

Dynamic Yield

PERSONALIZATION FOR FINANCIAL SERVICES Put personalization at the heart of the consumer experience With Dynamic Yield, leading financial services and insurance companies can now deliver personalized customer experiences at scale, across any channel. The post Dynamic Yield for Financial Services appeared first on Dynamic Yield

SAP’s Newly Independent Financial Services Entity Could Bring Lots Of Benefits To The Industry, But Will It?

Forrester's Customer Insights

Today, SAP announced a strategic shift: Its financial services entity will become a separate firm. German investment company Dediq and SAP will form a separate financial services firm, which will be jointly owned by the two companies. Age of the Customer Architecture & Technology Strategy Banking financial servicesThe new firm is meant to take up its operations in the second half of 2021 and “fully […].

Banking of Things- IOT Advantages to Banking and Financial Services

Retail Archives

The implications of this increased connectivity, along with the impacts of Covid-19 on changing consumer behavior, product priorities and need of digital transformation, is impacting banks as they strive to deliver increased value with new business models, services and products and improved operational efficiency. In the current world of connected devices, mobile, wearables and cloud computing, new opportunities in banking and financial services are becoming omnipresent.

Productivity And Customer Focus Are Top Of Mind For German Manufacturers And Financial Services And Insurance Providers

Forrester Digital Transformation

Age of the Customer B2B Marketing B2B Research Chief Marketing Officer CMO Trends EMEA Europe financial services German insurance industry trends Marketing B2B marketing strategy

Predictions 2022: Crypto And The Specter Of Inflation Loom Large In Wealth Management

Forrester Digital Transformation

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

Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms

Forrester's Customer Insights

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 […].

Do You Work For A Financial Services Provider? Then Take This Survey!

Forrester's Customer Insights

Forrester is conducting research on how financial services companies are using Video to win, serve, engage, and retain customers. Uncategorized Banking brokerage Digital Banking Financial Services insurance retail banking video video strategy wealth managementAs 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 […].

In 2022, Banks Are Refocusing Their Efforts On Innovation, Sustainability, And IT Improvements

Forrester Digital Transformation

Age of the Customer financial services fintech Sustainable financeIn 2022, banks are refocusing their efforts on innovation, sustainability, and IT improvements.

Five Findings From FinovateEurope 2022

Forrester Digital Transformation

Age of the Customer Banking digital disruption Digital Transformation financial services fintech Metaverse Sustainable financeRead the key findings from FinovateEurope 2022, including thoughts on what's hot in fintech, sustainable finance, open finance, and digital transformation.

The Time To Act On Inclusive Finance Is Now

Forrester Digital Transformation

To drive inclusive finance, financial services firms need to offer suitable, accessible, fair, and equitable (SAFE) financial products and services. Age of the Customer Banking customer experience financial services fintech Sustainable finance

Australian Financial Services Firms Must Step Up And Fix Home Lending

Forrester's Customer Insights

With broker reforms at a standstill, Australian financial services firms must step up and take responsibility by putting customer interests first. Create the right culture, be more transparent, and build tools to protect vulnerable customers. age of the customer

Predictions 2022: Banks Will Double Down On Innovation

Forrester Digital Transformation

Age of the Customer Banking financial services fintech infrastructure & operations predictionsTo compete and survive in an increasingly unpredictable, post-pandemic world, banks will invest heavily in technology, talent, and sustainability in the coming year.

The Ever-Expanding Reach Of India’s Unified Payments Interface (UPI)

Forrester Digital Transformation

Age of the Customer Asia Pacific financial services PaymentsIndia’s Unified Payments Interface (UPI) continues to grow at a breakneck pace.

Australian Mobile Banking Apps Are Put To The Test As Consumers Grapple With A Volatile Economic Climate

Forrester Digital Transformation

Age of the Customer digital business financial services mobile technologyWritten by Seles Sebastin, Riccardo Pasto and Zhi-Ying Barry We live in a turbulent world.

The Future Is Here: Google Moves Forward With Its Banking Marketplace

Forrester's Customer Insights

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.

Simplicity Underpins Future Payment Fabric And The Future Of Payments

Forrester Digital Transformation

The future of payments will see firms shift focus from consumers toward businesses, embedding payment technology (not payments), and programmable payments in a quest to mitigate complexity.

Predictions 2022: Payments Gets The Hollywood Treatment

Forrester Digital Transformation

Age of the Customer digital business financial services fintech Payments predictionsBlockbuster IPOs will light up the headlines in the coming year, while digital wallets and QR codes trigger a “back to the future” moment for consumers. Explore what's ahead for the payments industry.

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

Forrester Digital Transformation

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.

Rethinking The “S” In ESG: The Inclusive Finance Imperative

Forrester Digital Transformation

Forward-thinking financial services firms that foster digital equity and inclusive finance through innovation to drive sustainable growth will gain a competitive advantage and grow faster.

Europe Predictions 2022: Insurance

Forrester Digital Transformation

Europe financial services Insurance insurance industry trends predictionsFind out what Forrester predicts for insurance companies in 2022 and beyond.

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

Forrester's Customer Insights

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. In “The Forrester Tech Tide™: Financial Well-Being, Q3 2020,” we highlight 18 significant technologies.