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

Forrester eCommerce

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 […].

Hardwire CX To Financial Performance In The Financial Services Sector

Forrester eCommerce

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.

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

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.

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.

Chase Closes Finn: Lessons For Other Digital Banks

Forrester eCommerce

age of the customer banking customer experience digital business digital customer experience digital disruption financial services Banking Digital Banking digital strategy digital transformation Financial Services innovation

T-Mobile MONEY’s Checking Account: Game Changer?

Forrester eCommerce

On April 18th, T-Mobile officially launched its T-Mobile MONEY checking account, after a soft launch late last year.

Games 248

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

Apple’s Partnership With Goldman Sachs Will Drive Seismic Shifts In The Banking Industry

Forrester eCommerce

age of the customer banking chief information officer (CIO) chief marketing officer (CMO) collaboration customer engagement customer experience digital business digital disruption digital money management financial services marketing & strategy millennials mobile services mobile shopping Apple credit card Digital Banking digital strategy digital transformation Financial Services Goldman Sachs innovation Mobile Banking

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.

Can Robots Grow Up To Be More Human?

Forrester eCommerce

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

Apple Card Will Be Popular — Here’s Why

Forrester eCommerce

age of the customer banking digital business digital customer experience digital disruption Apple Digital Banking digital strategy digital transformation Financial Services innovation video

How 100+ yr old firms stay relevant

Forrester eCommerce

chief information officer (CIO) customer experience digital business Innovation digital transformation emerging technology Financial Services innovation US Bank

Writing The Future Of Financial Advice

Forrester eCommerce

I have recently kicked off a new stream of research that will define what the future of financial advice will look like over the next 5–10 years and would like your input! are changing how financial advice is dispensed and how every aspect of investing is conducted.

PSD2 Security Requirements Are Restricting Fintech Innovation

Forrester eCommerce

I have recently released a new report looking at the second phase of the Payment Services Directive (PSD2) and its security requirements along with my colleagues Jacob Morgan and Andras Cser. age of the customer banking financial services security & risk

Pragmatism Rules Finovate Europe 2019

Forrester eCommerce

financial servicesFinovate Europe is back in full swing, so we wanted to share our impressions of day one. Here are Benjamin’s thoughts: And some further reflections by Aurélie and myself.

Is Your Bank’s Mobile App A Fonzie Or A Potsie?

Forrester eCommerce

application development & delivery banking digital business financial services mobile appsIf you’re a fan of the old TV show “Happy Days,” you know Fonzie and Potsie.

Robo-Advice Claims Another Victim: FORR in 3 Video

Forrester eCommerce

age of the customer financial services wealth management ABN Amro automated advice Charles Schwab fintech Investec investment management robo-advice UBS Vanguard wealthtech

“Alexa, Did Any Of My Clients Add Cash Last Week?”

Forrester eCommerce

These firms are setting new standards for personalized experiences, creating the expectation that any information, product, or service will be available in context in their moment of need to manage their personal […].

European Banks Are Redoubling Their Mobile Banking Efforts in 2019 – Just Not All At The Same Speed

Forrester eCommerce

age of the customer customer experience financial services mobile apps Customer Experience (CX) Digital Banking digital strategy Mobile Banking User Experience (UX Banks across Europe are all working hard to build the killer mobile banking app. The drivers are manifold.

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

The Good, The Bad, & The Ugly Of US Mobile Banking Experiences In 2019

Forrester eCommerce

age of the customer chief marketing officer (CMO) customer experience digital business Banking banking transformation chief digital officer CMOs Digital Banking digital experience digital experiences digital strategy financial advice Financial Services Financial Wellness Mobile Banking mobile strategy

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

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.

How To Onboard Startups

Forrester eCommerce

age of the customer emerging technology financial services governance risk & compliance (GRC) Innovation risk management supplier risk & performance management vendor management vendor selection emerging vendors fintech innovation startups supplier risk

New Tech Spotlight: A Growing Crop Of RegTech Startups Vie For Unicorn Status

Forrester eCommerce

age of the customer emerging technology financial services governance risk & compliance (GRC) healthcare Insurance privacy regulations & legislation New Tech

A New Era, A New Digital Japan?

Forrester eCommerce

age of the customer digital platforms digital transformation financial services paymentsA New Era, A New Digital Japan? On May 1, Japan will get a new emperor, and a new era — Reiwa — will begin.

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.

Biometrics, Digital Decisioning, And APIs: These Are The Droids Investment Firms Are Looking For!

Forrester eCommerce

In our galaxy, there are no Jedi Masters to guide financial institutions as they choose from an […]. age of the customer financial management financial services return on investment (ROI

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.

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.

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.

5 personalization strategies finance marketers can take to the bank

Dynamic Yield

Personalization Financial Services High-impact use cases Personalization StrategiesA subset of strategies readily-available and specifically designed to help finance brands improve customer acquisition, conversions, and long-term loyalty.

You Can’t Ignore GDPR In Customer Service

Forrester eCommerce

On May 25, 2018, the day the GDPR went into effect, I happened to be in Canada doing an in-person workshop with a large financial services client. GDPR Compliance contact center customer serviceMany organizations — particularly in North America — think that the EU’s General Data Protection Regulation (GDPR) doesn’t apply to them. In a session about contact center trends, […].