Forrester’s Global Financial Services Architecture Online Survey

Forrester eCommerce

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.

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

Forrester eCommerce

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 management

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.

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

Forrester eCommerce

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 management

Join Us At Forrester’s Digital Financial Services And Insurance Forum Mumbai 2018

Forrester eCommerce

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.

How Digital And CX Teams Collaborate To Deliver On Brand Promise

Forrester eCommerce

customer experience digital business digital transformation financial services age of the customer digital culture Financial Services wealth management

Can Robots Grow Up To Be More Human?

Forrester eCommerce

Context And Timing Is Critical For Robots And Humans To Work Well Together.

How To Ride The Technology Wave (And Not Get Swept Away)

Forrester eCommerce

there’s enough emerging technology in financial services to fill a whole alphabet book. AI, blockchain, chatbot, digital identity, etc.

FinovateEurope 2019: Top Three Themes

Forrester eCommerce

financial servicesThe two days of demo sessions are now over, so I wanted to share with you my thoughts on the three themes that dominated FinovateEurope 2019 (apologies for the plane landing at the end.

Wealth Management Firms: You Need Videos On Your Websites And Apps

Forrester eCommerce

application development & delivery chief marketing officer (CMO) customer experience digital business video & teleconferencing digital strategy Financial Services video video strategy wealth management

Competition Heats Up In Banking Transformation Services

Forrester eCommerce

application modernization banking digital business digital transformation financial services banking transformation core banking fintech IBM Thought Machine

Wanted: Fintech Expert

Forrester eCommerce

Financial services firms are on the hunt. age of the customer banking digital disruption financial services Innovation Insurance fintech fintech expert fintech lead insurtech startup startup scoutingThey’re hunting unicorns.

Money For Nothin’ And Stocks For Free

Forrester eCommerce

age of the customer customer centricity customer experience digital business digital customer experience digital disruption digital transformation financial services Innovation millennials mobile engagement wealth management digital strategy

Profiling Insurtech: Q&A With David Vanek, CEO Of Anorak

Forrester eCommerce

artificial intelligence (AI) automation digital disruption Europe financial services Insurance Anorak automated advice insurtech life insurance protection robo-advice“Insurance is sold, not bought.” This industrywide perception has gone unchallenged for decades, reaffirming agent- and advisor-based distribution models. But now a plethora of insurtech startups such as Brolly in the UK, Gabi in the US, and PolicyPal in Singapore aim to help customers find suitable cover.

Investment Companies’ Content Fails To Inspire Trust

Forrester eCommerce

B2C marketing content content marketing Financial Services investment companies wealth managementIf there’s any industry whose content should inspire trust, it’s that of the investment and wealth management industry. They’re asking consumers to entrust their nest eggs with them. And there are lots of eggs. PwC forecast that the mass affluent segment alone would put up to $10 trillion under management by 2020. Our analysis of […].

Countdown To Forrester’s 10th Annual CXNYC Forum June 19–20

Forrester eCommerce

We picked New York as the location because for years we’d put on a financial services event there, and we knew that our attendees from the banking, brokerage, and insurance industries all had CX on their minds. Back in 2009, Forrester launched its first customer experience forum.

Open Banking and PSD2 – the first 100 days. A slow, fragmented start.

Forrester eCommerce

Fintechs are forging ahead with innovation, and a new set of intermediary service providers is growing. banking digital business digital disruption financial services Innovation open data APIs Digital Banking fintech open banking PSD2TLDR: A slow, fragmented start to open banking, but the pace will accelerate. Banks need to become outside-in fast to thrive with open banking, building operating model competence for an externally oriented business.

How financial brands can set realistic personalization expectations and still see big results

Dynamic Yield

Instead of taking a revolutionary approach to personalization, financial institutions can start by first dipping their toes in the water. The post How financial brands can set realistic personalization expectations and still see big results appeared first on Dynamic Yield.

Banks: Your Customers’ Cross-Channel Experiences Are Shoddy (Or Worse)

Forrester Omnichannel

After entering my card and PIN and while waiting for my money ( during which I was a captive audience ), I was presented with an ad for a new service from the bank. And as a result, the bank also failed to cross-sell me any products or services. digital financial services.

Data Governance Takes A Turn — And It’s A Doozy

Forrester eCommerce

If you were to ask me a year ago what I would point to as a best practice for data governance, my response would be to look at what financial services firms do to meet their regulatory requirements.

Incrementality Isn’t Enough: Keeping Pace With Evolving Digital Expectations

Dynamic Yield

Real-time personalization is here to stay, and financial institutions must start adopting new strategies at a faster pace to acquire and retain customers. Personalization Customer Experiences Financial Services Web Personalization

Data Governance Takes A Turn – and Its a Doozy

Forrester eCommerce

If you were to ask me a year ago what I would point to as a best practice for data governance, my response would be to look at what financial services firms do to meat their regulatory requirements. Fast forward to the age of GDPR and the new privacy mandates coming out of California (CCPA). […].

Fighting GAFA Boo-Hoos

Forrester eCommerce

In the last few years, I have answered many versions of the same question: what will Google (insert Apple/Facebook/Amazon) do to us (insert financial services/healthcare/retail/media)?

Cybersecurity And Professional Sports: Securing The Internet Of Sports

Forrester eCommerce

Over the past few years, companies in all markets have embraced digital transformation, whether it is financial services finding new mechanisms to engage with customers or manufacturers adding sensors and other data collection components into their operational processes.

Price And Value: The Yin And Yang For Customer Conversion

Retail TouchPoints

His 15 years of enterprise software experience spans the marketing, SaaS, and financial services industries. By Jason Beckerman, Unified For retailers, the secret to acquiring new customers, and maintaining them long-term, will always come down to price and value.

Digital: The Cornerstone Of Modern Pricing

Retail TouchPoints

These insights provide accurate guidance in pricing services and products. This includes Food, Beverage, Retail Apparel & Footwear, Home and Personal Care, Agriculture, and Tobacco industries across all service lines in Wipro. By Srini Rajamani, Wipro Ltd.

Industry collaborative cloud: Key for co-creation

Bamboo Rose

Across multiple industries, including retail, financial services, healthcare, government and more, ICC companies represent more than $1 billion in revenue. Recent research from IDC shows that the industry collaborative cloud (ICC) market is growing rapidly.

The Platinum Card Experience: Travel Clubs And Loyalty Programs In The Retail Landscape

Retail TouchPoints

Just think how many high-value travelers pay hundreds of dollars for an Amex Platinum Card to access the 24/7 concierge services and other elite benefits.

Travel 195

Bring Your Own Data (BYOD): How To Rethink Personalization With The Consumer In Mind

Retail TouchPoints

Most recently, he served as the Senior Partner, Director of Account Services & Analytics at Xaxis to oversee and run programmatic business across all devices and formats for Mediacom agency at GroupM, bringing an analytical approach to media planning and strategy.

Investment in BigCommerce, Our Customers and Our Partners


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. Long-term Financial Strength.

Sophisticated Online, Internet, And Mobile Banking Solutions Help Banks Differentiate And Contain Costs

Forrester Omnichannel

Our most recent interaction with that bank (but not with that advisor) delivered yet another example of "great" customer service across channels, an experience that will likely cause us to look for a new bank.

Beyond The Local E-Commerce Market: Sell Your Brand Worldwide On Amazon


Amazon FBA service (Fulfillment by Amazon) solves the problem for online retailers who do not have a local presence by providing a solution for local storage of inventory with fast delivery options. End to End E-Commerce Service Provider. Payoneer as Financial Service Provider.

How-To Boost Your Ecommerce Holiday Sales with Gift Finders


SMARTASSISTANT is the leading technology provider for Intelligent Sales Assistants and Guided Selling for online retailers, manufacturers and service providers. The SaaS technology is used by businesses in varied sectors (such as Retail, Automotive, Financial Services, Telecoms, etc.),

Gifts 81

59 Productivity Hacks for Online Small Business Owners


You can also use a service like 99designs for help with logo and site design. Try out a financial service like Mint to track what you’re spending. Every business needs to grow and SaaS (Software-as-a-service) businesses are turning growth into a science.

How these 10 Trendsetting Companies use Product Tutorials to Activate Every Single Sign Up


Buffer sends a series of onboarding emails to customers to help them navigate their service, starting with this welcome email : The email cross-promotes the Buffer browser extension and provides a brief breakdown of why it’s useful.