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

Dynamic Yield

APRIL 10, 2023

Facing strict regulations, organizational silos, and long processes that can inhibit personalization efforts — financial services can break the mold and stimulate progress by focusing on 3-4 primary audiences. The post Unlocking Personalization in Financial Services: The Power of Audience Strategy appeared first on Dynamic Yield.

Financial Services 69

Financial Services 69

Forrester eCommerce

OCTOBER 26, 2022

Are you responsible for building, improving, or evolving your company’s digital business strategy? 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!

Financial Services 195

Financial Services Travel Improvements Retail 195

Forrester eCommerce

APRIL 13, 2021

Today, SAP announced a strategic shift: Its financial services entity will become a separate firm. German investment company Dediq and SAP will form a separate financial services firm, which will be jointly owned by the two companies.

Financial Services 167

Financial Services Operations Banking Technology 167

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

Forrester eCommerce

AUGUST 6, 2020

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. To develop their financial well-being program, financial services providers are evaluating and adopting a range of contributing technologies.

Financial Services 476

Financial Services Technology Customer Banking 476

Retail TouchPoints

MAY 22, 2023

Businesses must adopt new marketing strategies to distinguish their ads from the rest. Marketers can overcome these blind spots through the use of various data-driven marketing strategies. Implementing data-based marketing strategies can drive improved brand sentiment, loyalty, and engagement.

Presentation 287

Presentation Consumer Financial Services Payment Services 287

Forrester eCommerce

OCTOBER 2, 2023

In certain industries such as financial services, IT has an outsized contribution to overall corporate scope 1, scope 2 and scope 3 emissions. The demand […]

Financial Services 410

Financial Services Information Technology Operations 410

Retail TouchPoints

AUGUST 15, 2022

Implementing a digital trust and safety strategy ensures you are delivering safe and seamless online experiences to individuals with trusted identities while also proactively stopping abuse and fraud. Digital Trust and Safety. This is a fairly new concept. More good customers, an enhanced customer experience and improved ROI and productivity.

Merchant Services 249

Merchant Services Payment Services Payments Financial Services 249

Retail TouchPoints

SEPTEMBER 6, 2022

But for retailers, having an online strategy isn’t enough — especially if it’s an outdated one, and only designed for one generation. Maran Nalluswami is SVP and leads the Diversified & Value platform at Synchrony , one of the nation’s premier consumer financial services companies. Your grandma shops online.

Merchant Services 268

Merchant Services Payment Services Financial Services Omnichannel 268

Kissmetrics

AUGUST 19, 2021

A study by Hinge Marketing found accounting and financial service firms were the slowest growing of all professions studied. Then create a content marketing strategy around YouTube. YouTube Resources: YouTube Marketing: Tips, Strategies, Best Practices for 2021 YouTube SEO: Quickest Way to Rank #1. Create YouTube Videos.

Marketing 351

Marketing SEO Blog Social Media 351

Forrester eCommerce

JUNE 10, 2022

The Forrester Financial Well-Being Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm’s investment approach to these technologies.

Technology 195

Technology Financial Services Improvements Customer 195

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 318

Banking Financial Services Technology Management 318

Forrester eCommerce

NOVEMBER 20, 2020

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 […]. The pandemic has also changed how customers bank, get insurance, and manage their finances.

Financial Services 264

Financial Services Banking Management Customer 264

Forrester eCommerce

JULY 16, 2020

As part of our upcoming research report on the future of banking, Jacob Morgan and I have been interviewing financial services experts around the globe. Out of that research, four clear themes have emerged. These themes are already starting to play out now but will be far more prominent by 2025 and table stakes by […].

Banking 276

Banking Financial Services Customer Experience Customer 276

Forrester eCommerce

JULY 16, 2020

Alyson Clarke and I have been interviewing financial services experts around the globe as part of our upcoming research report on the future of banking. COVID-19 is recasting the foundations of the future of banking and reshaping the digital agenda and priorities for many banks. We see four clear themes forming in the research.

Banking 276

Banking Financial Services Customer Loyalty Customer Experience 276

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

OCTOBER 7, 2021

Banks need a customer-led strategy to govern cross-functional personalization efforts and to determine the right technology investments.

Banking 195

Banking Technology Customer Financial Services 195

Forrester eCommerce

SEPTEMBER 19, 2019

A huge vacation in the UK, backed up by RSA Singapore, our Financial Services Forum back in Sydney, and then off again to the north for our S&R Forum in DC have left me no chance to reflect. Between those events, I’ve run strategy […]. It’s been a couple of months since my last blog post!

Financial Services 236

Financial Services Events Blog Customer 236

Retail TouchPoints

MARCH 4, 2024

In his role, McCarthy is responsible for the company’s credit products as well as its team of client partner professionals, spearheading investment strategies and business plans to drive growth, profitability and long-term relationships while delivering on key business performance metrics.

Payment Services 278

Payment Services Consumer Small Business Retail Banking 278

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. Putting a […].

Financial Services 39

Financial Services B2B Customer Marketing 39

Forrester eCommerce

APRIL 21, 2020

Three key themes emerged as firms: Reduced sources of stress: Financial service firms, including Bank […]. Forrester looked at how more than 20 companies changed their policies and procedures in response to COVID-19.

Financial Services 276

Financial Services Banking Customer Operations 276

Retail TouchPoints

JANUARY 9, 2023

We will continue to serve the real economy by leveraging digital technology, implementing our sustainable development strategy, optimizing our corporate governance, investing in cutting-edge technologies and creating greater value for society.”.

Payment Services 182

Payment Services Financial Services Banking Technology 182

Retail TouchPoints

NOVEMBER 16, 2022

Helen Herrick is a Director at MBH Architects and an expert in translating business strategy into customer-experience focused environments. A creative and effective leader in store design, strategy and project management, Herrick has more than 15 years of experience in retail, hospitality, workplace, financial services and healthcare.

Food and Beverages 288

Food and Beverages Small Business Retail Retail Arts 288

Forrester eCommerce

MAY 14, 2021

On May 4, the UK government launched a new “Breathing Space” scheme in England and Wales. This debt respite scheme gives people struggling with debt problems a 60-day period of legal protection during which all interests and charges on their debt will be frozen while they receive professional debt advice.

Customer 313

Customer Financial Services Customer Experience 313

Forrester eCommerce

MAY 18, 2018

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. We didn’t know how well the new event […].

Financial Services 170

Financial Services Banking Customer Experience Events 170

Retail TouchPoints

JULY 6, 2023

Slowly, retailers are beginning to incorporate environmentally friendly initiatives into their strategies and operational practices, and most importantly their loyalty programs, to ensure they are promoting sustainability across the board. However, these changes aren’t occurring overnight. For example, a well-known U.S.

Customer Loyalty 234

Customer Loyalty Customer Retail Financial Services 234

365 Retail

APRIL 21, 2021

Changes to enable cashback without purchase in shops must be part of a wider strategy to make sure people are not cut off from cash, according to Which? It must be part of a wider strategy that ensures people who depend on cash are not cut off from the money they need to pay for essentials. However, it is just one piece of the jigsaw.

Payment Services 72

Payment Services Banking Financial Services Consumer 72

365 Retail

FEBRUARY 20, 2024

The appointment comes as part of Retail Insight’s growth plans to accelerate its product roadmap and innovation strategy for its suite of software solutions that help retailers and their CPG partners achieve the full potential of every store.

Retail 64

Retail Financial Services Technology Events 64

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. Lee Wilson has been leading digital services since the early 2000s and is currently the Service Operations Director at Vertical Leap.

Improvements 253

Improvements PPC Retail Financial Services 253

Retail TouchPoints

APRIL 10, 2023

Cloud-native POPs open a world of opportunities for retailers to personalize the consumer checkout, scrap their old payment strategies and make ‘sweet music’ out of regional payments to win at ecommerce success.

Payment Services 249

Payment Services Merchant Services Payments eCommerce 249

RTP blog

FEBRUARY 9, 2018

By leveraging social media platforms to better understand and reach various audiences, these campaigns allow marketers to create strategies that efficiently identify potential customers, provide value to the customer in a clear way and ultimately inspire in-store traffic.

Social Media 150

Social Media Customer Financial Services Mobile 150

Forrester eCommerce

JULY 30, 2020

Leading banks are pivoting and rebooting their strategy — capitalizing on the pace of change and innovation and setting their course for the next decade. By 2030, banking will be invisible, connected, insights-driven, and purposeful.

Banking 378

Banking Financial Services Customer Experience Mobile 378

Retail TouchPoints

JULY 20, 2022

To meet this demand, SMBs are pivoting to pursue a robust omnichannel ecommerce strategy, designed to reach a variety of consumers where they are the most active, including social platforms, ecommerce marketplaces, their website and brick-and-mortar. Department of Commerce data, offline retail sales grew 8.2%

Shipping Costs 321

Shipping Costs Shipping Merchant Services Payment Services 321

Forrester Omnichannel

APRIL 27, 2016

Digital Strategy. digital financial services. financial services. In our new report, Design Better Cross-Channel Banking Journeys, we show that: Read more Categories: Digital Banking. cross-channel. cross-channel banking. cross-channel behavior. mobile banking. omnichannel.

Banking 87

Banking Channel Financial Services Customer 87

365 Retail

NOVEMBER 2, 2023

The FCA licence marks a new chapter for Mollie UK, underpinning ambitious growth strategies, merchant expansion, and notably, the introduction of innovative products. In 2024, Mollie UK is poised to replicate its continental success by launching fully integrated business financing services and a broader suite of payment solutions.

Merchant Services 59

Merchant Services Payment Services Financial Services eCommerce Platforms 59