Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester eCommerce

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.

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.

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.

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 […].

Digitally Evolving Customer Mindset Will Reshape Indian Financial Services Landscape

Forrester eCommerce

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.

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

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

Australian Financial Services Firms Must Step Up And Fix Home Lending

Forrester eCommerce

With broker reforms at a standstill, Australian financial services firms must step up and take responsibility by putting customer interests first.

Rome Was Not Built In A Day, And Neither Are Digital Businesses

Forrester eCommerce

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

Banks Have Neglected SMEs. They Will Come To Regret It

Forrester eCommerce

Forrester just published new research outlining the future of small and midsize business banking (also called SME banking to refer to SMEs, or small- and medium-sized enterprises). If you’re an executive at a traditional bank, it contains some grim and gloomy predictions.

Kicking Off Our New Research On Autonomous Finance: FORR/3 Video

Forrester eCommerce

Forrester has recently kicked off some new research focusing on services and companies that make financial decisions and take action on behalf of consumers.

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

Is Money (Still) Too Tight To Mention: Forrester’s New Research On The Future Of Financial Well-Being

Forrester eCommerce

age of the customer digital business digital transformation financial services personalization customer experience financial well-being; financial wellness; digital strategy; digital banking; mobile banking; financial services; customer experience

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.

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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.

Citizens Challenge 2019: Driving Innovation In Banking

Forrester eCommerce

Hackathons can be an excellent way for financial services firms to round out their innovation portfolios. age of the customer APIs & API management banking customer centricity financial services fintech

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

Forrester eCommerce

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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.

Zero Trading Fees Are Here – So Are Significant Market Cap Losses

Forrester eCommerce

age of the customer digital business financial services fintech

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

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.

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

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.

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

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

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

“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

Temenos Acquires Kony — Two Leaders Unite

Forrester eCommerce

age of the customer application development processes & tools application infrastructure technologies application modernization artificial intelligence (AI) banking financial services North America systems of engagementYesterday Temenos announced its acquisition of US vendor Kony. Both Kony and Temenos are Leaders in the recent Forrester Wave: Digital Banking Engagement Platforms Q3 2019.

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

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

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