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Financial Services Marketing Effectiveness Lies In Data, Technology, And Creativity

Forrester eCommerce

According to Forrester’s Marketing Survey, 2023, financial services marketers in Asia Pacific (APAC) find improving marketing’s ROI or effectiveness more difficult than their peers in other regions and industries.

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High Levels Of Trust Elude US Financial Services Firms Again

Forrester eCommerce

US financial services brands are struggling to earn high levels of customer trust. Forrester’s Financial Services Customer Trust Index (FS Trust Index) revealed that customer trust in US financial services firms in 2023 was relatively weak and largely unchanged from 2022.

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Forrester’s 2021 Financial Services Architecture Survey Needs Your Input

Forrester eCommerce

Banks and other financial services firms always ask: “What are the others doing?” Source: Financial Services Firms Have Solid […].

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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. While many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health.

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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. But financial services companies’ current personalization efforts are nowhere near the level necessary to engage increasingly demanding customers.

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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. This is the ‘money story’.

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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. We’ve kicked off some new research, and we need your help.