Forrester eCommerce

AUGUST 3, 2021

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

Financial Services 320

Financial Services Customer Banking Management 320

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 345

Financial Services Retail Technology Improvements 345

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 281

Financial Services Banking Customer Experience Management 281

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. They also expect genuine […]

Financial Services 195

Financial Services Banking Customer Management 195

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 Other Customer 321

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 Banking Customer Experience Management 195

Retail TouchPoints

JANUARY 13, 2021

In partnership with Synchrony and Mastercard , Walgreens is expanding its financial services offerings. They will have access to contactless shopping experiences and mobile-first money management features as well as the opportunity to earn accelerated rewards.

Financial Services 165

Financial Services Customer Loyalty Point of Sale Mobile 165

Forrester eCommerce

NOVEMBER 17, 2021

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

Financial Services 365

Financial Services Management Customer 365

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 Management 210

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 Technology Online Retail Retail 150

Retail TouchPoints

MAY 9, 2023

8fig , a funding and management platform for ecommerce businesses, has closed a $140 million Series B funding round, bringing its total funding to date to $196.5 8fig provides ecommerce businesses (primarily marketplace sellers) with bespoke funding plans, optimized according to their supply chain and cash flow needs, to accelerate growth.

Management 306

Management Banking Supplies eCommerce 306

Forrester eCommerce

MAY 8, 2020

Cost management is a topic that consistently comes up in inquiry, regardless of whether the original question was about cost management or about other aspects of cloud strategy. Up until recently, cost management was exclusively served by third-party software offerings.

Management 259

Management Other Financial Services Information 259

Dynamic Yield

MARCH 14, 2023

FIs can win big with personalization once they understand the key audiences, KPIs, channels, and use cases within acquisition, adoption, and lifecycle management. The post A quick guide to personalization across the customer lifecycle for financial services appeared first on Dynamic Yield.

Financial Services 36

Financial Services Customer Channel Management 36

Forrester eCommerce

JULY 10, 2023

We analyzed the 2022 data to assess data breaches across seven primary industries: manufacturing; retail and wholesale; business services and construction; utilities and telecommunications; financial services and insurance; public sector and healthcare; and […]

Telecommunications 369

Telecommunications Financial Services Retail Management 369

Forrester eCommerce

JUNE 30, 2021

The Pandemic Signaled A Shift To Hybrid Sales And Service Models 2020 was a year of reckoning as face-to-face interactions disappeared and demand for digital engagement skyrocketed. This compelled wealth management firms to accelerate their digital transformations and upgrade their sales, service, and advisory capabilities.

Management 329

Management Financial Services Customer Experience Customer 329

Forrester eCommerce

AUGUST 5, 2020

As the COVID-19 pandemic shifts both geographically and in intensity, changes in consumers’ behaviors present financial services companies with new problems and new opportunities. The near-term impact will change the ways these companies interact with their customers, manage their employees, and respond to the market environment.

Financial Services 259

Financial Services Presentation Management Consumer 259

Forrester eCommerce

NOVEMBER 20, 2020

The pandemic has also changed how customers bank, get insurance, and manage their finances. In addition to these COVID-19 changes, governments, regulators, and shareholders are now demanding higher standards and mandating financial services firms to better serve and […].

Financial Services 259

Financial Services Banking Management Customer 259

Forrester eCommerce

AUGUST 11, 2021

Open finance will change little in the next couple of years — but will transform financial services over the coming decade.

Financial Services 370

Financial Services Banking Customer Payment Services 370

Forrester eCommerce

NOVEMBER 23, 2020

We’ve seen technology shift the wealth management landscape for years. The global pandemic accelerated that shift as clients seek new ways to access their accounts, communicate with account managers and manage their investments.

Management 246

Management Technology Financial Services Customer Experience 246

Forrester eCommerce

APRIL 20, 2020

The wealth management industry is undergoing a digital transformation, and firms are turning to digital wealth management platforms (DWMPs) to accelerate their initiatives.

Management 324

Management Financial Services Customer Experience Customer 324

Forrester eCommerce

MARCH 10, 2021

This is steadily changing distribution patterns within the industry towards embedded finance – a world of connectivity, financial services meeting the needs of customers in the moment, in cars, in virtual agents, in shopping apps, in online marketplaces. Open finance is driven not by regulators, but by technologies like open APIs.

Financial Services 364

Financial Services Technology Customer Banking 364

Retail TouchPoints

JANUARY 12, 2021

President and CEO John Furner and Ribbit Capital Managing Partner Meyer Malka, with plans to add independent industry experts and build a management team of experienced fintech leaders. And they’ve made it clear they want more from us in the financial services arena. Walmart will be the new company’s majority owner.

Financial Services 273

Financial Services Payment Services Management Customer 273

Forrester eCommerce

APRIL 5, 2021

During the 10 years I’ve been at Forrester, I’ve worn a few different hats: financial services analyst, research director for our customer insights and B2C marketing teams, and, perhaps most importantly, unofficial “snack drawer fulfillment manager” back when we were still […].

Financial Services 281

Financial Services B2C Fulfillment Management 281

Forrester eCommerce

MARCH 29, 2021

Financial services firms have a large role to play in […]. Tariq Fancy – BlackRock’s former Chief Investment Officer of Sustainable Investing – caused an uproar recently when he denounced sustainable investing as just “marketing hype” and “PR spin.”

Financial Services 315

Financial Services Marketing Banking Management 315

Forrester eCommerce

OCTOBER 26, 2022

If you answered yes (or even “mostly yes”), then the Develop The Digital Strategy priority within the Forrester Decisions for Digital Business & Strategy service is for you! This service helps digital leaders across industries — including financial services, travel, retail, healthcare, […].

Financial Services 195

Financial Services Travel Improvements Retail 195

Forrester eCommerce

OCTOBER 21, 2020

The events of 2020 exposed both weaknesses and opportunities for wealth management firms. In 2021, forward-thinking firms will not only meet these challenges, but move beyond them.

Management 214

Management Events Financial Services Customer 214

Forrester eCommerce

JULY 9, 2020

Open banking intermediaries are forming a new technology segment within financial services, to meet this need and simplify compliance, offering integration and aggregation layers between banks and third-party providers. VCs poured over […].

Banking 315

Banking Financial Services Technology Management 315

Forrester eCommerce

JULY 11, 2023

The pricing affects Sales, Service, and Marketing Clouds as well as Industries (e.g., Financial Services Cloud) and Tableau. Salesforce announced today that it will be increasing pricing an average of 9% starting in August. Much of their current (pre-increase) pricing can be found on their Web site (e.g., Sales Cloud pricing).

Financial Services 195

Financial Services Marketing Information Management 195

Retail TouchPoints

JANUARY 3, 2023

The changes are in line with Alibaba’s policy of regularly shuffling its management team to help the company keep pace with the evolving internet space and better manage its growing team. He also will continue to serve as the CTO of Alibaba’s Local Services division. shopping festival in senior technical capacities.

Financial Services 267

Financial Services Technology Management 267

Forrester eCommerce

NOVEMBER 13, 2020

Consider Spending Changes In Five Categories Post-COVID-19 Wealth management leaders know that the business effects of the COVID-19 pandemic will be with us for years. Different industries, including wealth management, face disparate consumer trends, resource availability, and revenue potential during the pandemic and […].

Management 231

Management Marketing Consumer Financial Services 231

Forrester eCommerce

APRIL 10, 2023

Unlike more highly regulated industries like healthcare and financial services, retail has leaned on cloud heavily since the early days to power blazing-fast websites […] Last week, we published our latest in a series of “State Of” reports for specific verticals.

Financial Services 195

Financial Services Retail Payment Services Customer Experience 195

Forrester eCommerce

JANUARY 19, 2023

As new types of digital commerce and novel payment methods have proliferated and digital finance has become the norm in APAC, transaction fraud has become significantly more frequent and sophisticated. The COVID-19 pandemic has further increased this risk as fraudsters take advantage of a rich variety of digital channels.

Management 195

Management Payment Services Channel Financial Services 195

Retail TouchPoints

AUGUST 9, 2023

Financial services and POS solution Square has launched a new consumer-facing app that lets customers search, discover and book appointments with beauty and personal care professionals.

Books 236

Books Merchant Services Payment Services Customer 236

Retail TouchPoints

FEBRUARY 26, 2024

While they’re not perfect, many financial services companies provide concise, one-page statements clearly detailing why consumer data is collected, how it is collected, what is collected and how it is used. Oftentimes these policies are downright inaccessible to consumers because they’re far too long and filled with legalese.

Improvements 316

Improvements Payment Services Consumer Banking 316

Retail TouchPoints

JANUARY 24, 2023

The digital wallet will be managed by Early Warning Services (EWS) , the company that operates Zelle, but will operate separately from Zelle. The other four owners in the EWS/Zelle venture include Capital One Financial , PNC Financial Services Group , U.S. Bancorp and Truist Financial.

PayPal 300

PayPal Banking Merchant Services Payment Services 300

Forrester eCommerce

OCTOBER 8, 2019

Hackathons can be an excellent way for financial services firms to round out their innovation portfolios. Innovation events like these can help address changing consumer needs and behaviors, as well as competitors’ responses to them. They can help ensure the firm’s survival by adding net-new value to consumers.

Banking 265

Banking Financial Services Events Consumer 265

Forrester eCommerce

JANUARY 27, 2021

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Financial Services 231

Financial Services Consumer Management Customer 231