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 341

Financial Services Retail Improvements Technology 341

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

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 Banking Customer Management 195

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 417

Financial Services Marketing 417

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 Marketing Omnichannel Customer 95

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

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

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

SheerID

OCTOBER 17, 2019

The post How Digital Verification Makes Marketing to Students Easy for Financial Services appeared first on SheerID.

Financial Services 60

Financial Services Marketing Blog 60

Forrester eCommerce

SEPTEMBER 19, 2023

So how has genAI changed the state of TuringBots today in the market? The good news is that generative AI (genAI) has advanced the maturity of TuringBots by at least five to 10 years. TuringBots impact all […]

Marketing 414

Marketing Financial Services Information Technology 414

Retail TouchPoints

JULY 13, 2023

The new cash-back rewards offering builds on a series of financial services that Dollar General has added in the last year, including the Spendwell banking platform, a buy-now, pay-later test program with Sezzle and new FIS Worldpay card reward points payment options. “As

Financial Services 246

Financial Services Payment Services Banking Customer 246

Forrester eCommerce

MARCH 29, 2021

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 firms have a large role to play in […].

Financial Services 312

Financial Services Marketing Banking Management 312

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.,

Financial Services 195

Financial Services Marketing Information Management 195

Forrester eCommerce

JULY 5, 2023

Government, healthcare, retail, supply chain and logistics, manufacturing and financial services will see an explosion in cloud adoption in India. We expect the Indian cloud market to see unprecedented growth of 24% in the coming year. Indian enterprises adopting public cloud have spent an average of ₹3.7

Financial Services 195

Financial Services Supplies Marketing Retail 195

Forrester eCommerce

OCTOBER 26, 2022

In fact, Forrester believes we’re in the early stages of The Green Market Revolution – a historic business opportunity, on par with the first and second industrial revolutions. In response, leading financial services firms across banking, investment and insurance have launched an array […].

Financial Services 39

Financial Services Banking Consumer Marketing 39

Forrester eCommerce

OCTOBER 18, 2022

Find out why financial services firms have launched a wide array of green finance products and experiences recently and what the future outlook is for the market.

Financial Services 195

Financial Services Marketing Customer 195

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 254

Financial Services Presentation Management Consumer 254

Forrester eCommerce

JANUARY 30, 2024

Understand the value that you can expect from an ESG data and analytics provider, learn how providers differ, and investigate options.

Marketing 412

Marketing Financial Services Supplies Management 412

Forrester eCommerce

MAY 15, 2020

A new crop of challenger brands, such as Alibaba, Amazon, Apple, Google, Starbucks, T-Mobile, Tencent, and Walmart, are on the prowl in the financial services category. And that should have traditional financial brands worried — very worried.

Financial Services 395

Financial Services Banking Mobile Customer Experience 395

Kissmetrics

AUGUST 19, 2021

A study by Hinge Marketing found accounting and financial service firms were the slowest growing of all professions studied. The difference between low-growth and high-growth businesses in any sector is marketing. Marketing is what develops the all-important know, like, and trust factor. 6 Marketing Tips for CPAs.

Marketing 351

Marketing SEO Blog Social Media 351

Retail TouchPoints

DECEMBER 11, 2023

of the venture and its other businesses, which include payment and financial services as well the Gojek ride-hailing and food delivery app, will continue to cooperate with Tokopedia as strategic partners. TikTok paid $840 million for 75.01% of PT Tokopedia and committed to investing more than US $1.5 GoTo will own the remaining 24.9%

Payment Services 264

Payment Services Merchant Services eCommerce Financial Services 264

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

Retail TouchPoints

DECEMBER 22, 2021

The SaaS platform uses AI to support more than 400 brands in industries including retail, financial services, travel and restaurants. In addition to McDonald’s, a number of merchants and financial services brands already use both Dynamic Yield and existing Mastercard services.

Merchant Services 276

Merchant Services Payment Services Financial Services Travel 276

Forrester eCommerce

APRIL 5, 2021

Mary Pilecki here, reintroducing myself as your Forrester analyst covering loyalty marketing.

Financial Services 275

Financial Services B2C Fulfillment Management 275

Kissmetrics

NOVEMBER 30, 2020

If there’s one thing you need from your digital marketing toolbox, it’s efficiency. You can start by deploying iPaaS, or “Integration Platform as a Service”. You can track inbound and outbound marketing in real-time and quickly update a lead’s status on Salesforce. What’s important for your marketing strategy?

Marketing 253

Marketing Improvements Financial Services Customer 253

Retail TouchPoints

FEBRUARY 15, 2023

The Call to Action includes six focus areas intended to support the long-term development of the region, including: Promoting a reform agenda; Digital and financial inclusion; Food security and climate-smart agriculture; Climate adaptation and clean energy; Education and workforce development; and Public health access.

Telecommunications 263

Telecommunications Financial Services Supplies Apparel 263

Retail TouchPoints

MARCH 27, 2023

Traditional financial services like current savings or loan accounts that have struggled with being perceived as complicated can be reimagined as compelling customer experiences that ease and improve their daily lives. In this way, embedded payments can create a positive shift in mindsets.

Payments 264

Payments Payment Services Financial Services Consumer 264

Forrester eCommerce

AUGUST 5, 2022

In reviewing the new Forrester Marketing Survey, 2022, where we have asked marketing executives globally about their opinions on marketing strategy, interesting insights have been captured.

Financial Services 39

Financial Services B2B Customer Marketing 39

Retail TouchPoints

MAY 18, 2023

Getting PPC strategy right can be a minefield, but here are five often unexplored tips that can do the trick to help build market share. His career includes managing online marketing for an international financial services company for over seven years and running his own digital agency.

Improvements 277

Improvements PPC Retail Financial Services 277

Forrester eCommerce

MAY 17, 2022

The “buy now, pay later” (BNPL) market is hotter than ever. With a strong presence on major retailers’ websites and increasing brand awareness among consumers, BNPL is receiving growing attention from the world’s top banks, lenders, and credit card providers.

Banking 195

Banking Marketing Consumer Retail 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 245

Books Merchant Services Payment Services Customer 245

Retail TouchPoints

MAY 22, 2023

Today’s market is faced with this spreading phenomenon — #adblindness. With lower price barriers to enter the market, digital advertisers proliferate. Businesses must adopt new marketing strategies to distinguish their ads from the rest. Essentially, they must deliver the right message at the right place and at the right time.

Presentation 290

Presentation Consumer Financial Services Payment Services 290

Store Growers

OCTOBER 26, 2022

This is what makes in-market audiences so great. The in-market audience segment in Google Ads gives your campaigns access to these users, and if you use it strategically, your ads will show in front of “hot” leads. What Are In-Market Audiences in Google Ads? It all comes down to analyzing in-market behavior and purchase intent.

Marketing 91

Marketing Accessories Consumer Electronics Apparel 91

RetailDive

JANUARY 20, 2022

Micky Onvural is leaving the company to assume the role of chief marketing and communications officer at financial services firm TIAA, effective Monday.

Financial Services 117

Financial Services Marketing 117

Forrester eCommerce

JULY 25, 2018

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.

Financial Services 186

Financial Services Operations Other Customer 186

Retail TouchPoints

SEPTEMBER 6, 2022

And they represent a market segment that retailers can’t ignore. Maran Nalluswami is SVP and leads the Diversified & Value platform at Synchrony , one of the nation’s premier consumer financial services companies.

Merchant Services 306

Merchant Services Payment Services Financial Services Omnichannel 306

365 Retail

JULY 5, 2021

John Lewis plans to move into the property rental market (Kirsty O’Connor/PA). But it hopes to swiftly return to profit with a programme of rapid diversification, including growing its financial services arm and a £1 billion investment in its online business over the next five years.

Department Stores 85

Department Stores Marketing Financial Services Retail 85