Forrester eCommerce

FEBRUARY 28, 2023

I’ve been working with a long list of financial services companies from various subsectors on their cloud strategies. It’s been a long road for financial services and cloud. Financial services have […] Here’s a little bit of history.

Financial Services 195

Financial Services Banking 195

Forrester eCommerce

FEBRUARY 5, 2023

Financial services (FS) firms are actively participating in it, increasingly commercializing their data to create new revenue streams and expand business opportunities. The growth of the data economy in China is accelerating.

Financial Services 195

Financial Services Presentation Customer 195

Forrester eCommerce

NOVEMBER 8, 2022

How successful have financial services firms been in garnering the trust of their customers amidst inflation and market volatility? Not very successful, it seems.

Financial Services 195

Financial Services Customer Banking Marketing 195

Forrester eCommerce

NOVEMBER 8, 2022

How well did US financial services firms rank in terms of customers’ trust in 2022? Our new research reveals the scores and rankings of 54 US brands across auto and home insurance, banking, credit card issuers, and investment firms, analyzed as part of Forrester’s US Financial Services Trust Index, 2022.

Financial Services 195

Financial Services Customer Banking Customer Loyalty 195

Forrester eCommerce

APRIL 20, 2020

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

Financial Services 340

Financial Services Technology Customer Experience Omnichannel 340

Forrester eCommerce

JANUARY 18, 2023

Many financial services executives buy into the concept of customer obsession, but too few take actions that build a customer-obsessed culture. That is the top-level finding from our just-published “The State Of Customer Obsession In Financial Services, 2022” research report.

Financial Services 195

Financial Services Customer 195

Forrester eCommerce

OCTOBER 15, 2020

2020 has been a challenging year for financial services. First, COVID-19 hit insurers with business interruption and travel insurance claims. Then, banks’ profits took a hit as banks set aside billions for loan loss provisions.

Financial Services 262

Financial Services Banking Travel Customer 262

Forrester eCommerce

AUGUST 3, 2021

Financial services firms that embrace sustainable business models have an opportunity to win over values-based customers.

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Financial Services Customer Banking Management 323

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 348

Financial Services Retail Customer Improvements 348

Forrester eCommerce

JANUARY 16, 2019

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. We’ve kicked off some new research, and we need your help.

Financial Services 327

Financial Services Marketing Banking 327

Forrester eCommerce

JUNE 19, 2019

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. This is the ‘money story’.

Financial Services 366

Financial Services Customer Experience Customer Marketing 366

Forrester eCommerce

APRIL 5, 2022

We are happy to announce the publication of a series of Data Snapshots on APAC consumers’ attitude and behavior in Financial Services industry. A Data Snapshot is a short data-focused report used to feature some of Forrester’s quantitative research — a specific data point, operational metric, or survey question.

Financial Services 195

Financial Services Consumer Operations Customer 195

Forrester eCommerce

NOVEMBER 7, 2018

In the decade since the global financial crisis, much of the financial services industry has made a strong recovery. While many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health.

Financial Services 399

Financial Services Operations Banking Management 399

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 Customer Other 321

Forrester eCommerce

AUGUST 22, 2019

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. ” As digital […].

Financial Services 347

Financial Services Customer Technology 347

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 285

Financial Services Customer Experience Banking Customer 285

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 Customer Experience Banking Customer 195

Forrester eCommerce

MAY 8, 2023

Earning and defending customers’ trust, considering the current volatility in financial markets, the infamous downfall of Credit Suisse, the collapse of First Republic Bank, and the ongoing banking scandal in China, requires a special commitment, not lip service.

Financial Services 195

Financial Services Customer Banking Marketing 195

Forrester eCommerce

APRIL 19, 2021

Even before the onset of the COVID-19 pandemic, consumers were already facing multiple financial challenges, and many were worried about their financial situation. The pandemic has impacted consumers’ finances further, with many lacking financial resilience and confidence in their financial future.

Financial Services 195

Financial Services Customer Consumer 195

Forrester eCommerce

MARCH 1, 2023

I looked at the Budget 2023 that India’s Finance Minister presented on Feb 1st 2023. 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.

Financial Services 195

Financial Services Presentation Technology Customer Experience 195

Forrester eCommerce

APRIL 13, 2021

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.

Financial Services 167

Financial Services Operations Banking Customer 167

Forrester eCommerce

APRIL 8, 2019

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.

Financial Services 240

Financial Services Customer 240

Forrester eCommerce

FEBRUARY 24, 2021

Sustainability – with its focus on environmental, social, and governance (ESG) principles – is beginning to dominate political and business agendas worldwide. Even before COVID-19, initiatives such as the Paris Agreement or the European Green Deal aimed to mitigate climate change.

Financial Services 244

Financial Services Banking Customer 244

Forrester eCommerce

OCTOBER 23, 2023

Apple's fintech plays have big implications for its core market and financial services. But it's not the only tech company making moves.

Financial Services 427

Financial Services Marketing 427

Retail TouchPoints

MARCH 31, 2023

And it’s increasingly clear that brands that embrace financial services within the customer journey are scoring highly on engagement scores. The only problem is, for many retailers, the idea of becoming involved in the financial transaction part of the journey is a leap too far.

Financial Services 96

Financial Services Payment Services Small Business Retail Retail 96

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 Retail 210

Forrester eCommerce

JUNE 4, 2020

We are living in uncertain and extraordinary times, and extraordinary feats are being delivered daily by committed workforces for which speed translates into jobs, businesses — and lives — saved.

Financial Services 308

Financial Services Banking Customer Technology 308

Dynamic Yield

APRIL 10, 2023

Facing strict regulations, organizational silos, and long processes that can inhibit personalization efforts — financial services can break the mold and stimulate progress by focusing on 3-4 primary audiences. The post Unlocking Personalization in Financial Services: The Power of Audience Strategy appeared first on Dynamic Yield.

Financial Services 69

Financial Services 69

SheerID

JANUARY 14, 2021

SheerID's new financial services solution will help firms verify thin-file applicants as well as other segments like teachers, military, and healthcare workers.

Financial Services 166

Financial Services Other Marketing 166

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 Retail Online Retail Technology 150

Forrester eCommerce

SEPTEMBER 14, 2018

With this delightful idea in mind, I request the pleasure of your company at the second edition of Forrester’s Digital Financial Services and Insurance Forum in Mumbai on October 10. Jane Austen once said that her idea of good company is clever, well-informed people who have a great deal of conversation. As the host, I […].

Financial Services 170

Financial Services Information Customer 170

Forrester eCommerce

AUGUST 17, 2023

Impact-Oriented Investors Are Waiting For A Reason To Take The Plunge Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022, found that 15% of US online adult investors own sustainable investment products — a group we call “sustainable investors.” But wealth managers should also […]

Management 370

Management Financial Services Banking Customer 370

Retail TouchPoints

JANUARY 27, 2023

with mobile financial services. affiliate, Appriza Pay, and financial solution provider Alviere , services include payments, physical and digital debit cards, free checking and remittances to Mexico. “By Developed with Grupo Coppel’s U.S.

Financial Services 59

Financial Services Payment Services Department Stores Banking 59

Forrester eCommerce

OCTOBER 2, 2023

In certain industries such as financial services, IT has an outsized contribution to overall corporate scope 1, scope 2 and scope 3 emissions. The demand […]

Financial Services 410

Financial Services Operations Information Technology 410

Digital Doughnut

FEBRUARY 22, 2022

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 Services 95

Financial Services Omnichannel Marketing Customer 95

Forrester eCommerce

AUGUST 6, 2020

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.

Financial Services 476

Financial Services Technology Customer Customer Experience 476

SheerID

FEBRUARY 22, 2021

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

Financial Services 78

Financial Services Marketing Retail 78