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 293

Financial Services Banking Customer Experience Management 293

Forrester eCommerce

AUGUST 17, 2023

Impact-Oriented Investors Are Waiting For A Reason To Take The Plunge Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022, found that 15% of US online adult investors own sustainable investment products — a group we call “sustainable investors.” But wealth managers should also […]

Management 370

Management Financial Services Banking Customer 370

Retail TouchPoints

MARCH 31, 2023

And it’s increasingly clear that brands that embrace financial services within the customer journey are scoring highly on engagement scores. The only problem is, for many retailers, the idea of becoming involved in the financial transaction part of the journey is a leap too far.

Financial Services 278

Financial Services Payment Services Payments Small Business Retail 278

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

JUNE 14, 2023

At Forrester, we see financial services firms […] Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech.

Financial Services 195

Financial Services Customer Experience Customer Banking 195

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

Forrester eCommerce

SEPTEMBER 17, 2024

Wealth management firms must still balance the innovation AI offers with the oversight and governance expected from regulators. As AI continues make inroads in wealth management, it’s important for firms to use explainable AI tools that provide trust, transparency, and explainability to “black box” AI systems.

Management 446

Management Financial Services 446

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 179

Financial Services Point of Sale Customer Loyalty Mobile 179

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

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

Retail TouchPoints

OCTOBER 21, 2024

. “We understand that retail is both an art and a science and have vetted the management team and infrastructure of Kirkland’s Home as an ideal organization to help bring the iconic Bed Bath & Beyond brand back. ”

Operations 264

Operations Financial Services Arts eCommerce Technology 264

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

OCTOBER 29, 2024

Financial services company Hilco Global and asset management firm TPG Angelo Gordon have formed a new joint venture (JV), with the goal of acquiring and financing consumer brands and IP in partnership with brand management firm Bluestar Alliance. and managed by Bluestar since 2018.

Financial Services 162

Financial Services Operations Management Consumer 162

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 273

Management Other Financial Services Information 273

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

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 332

Management Financial Services Customer Experience Customer 332

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 334

Management Financial Services Customer Experience Customer 334

Forrester eCommerce

SEPTEMBER 25, 2019

I’ve spent the past three weeks interviewing global financial institutions, fintech startups, and technology vendors to gain a broader perspective on how financial experiences will evolve in the coming years.

Financial Services 73

Financial Services Technology Customer Banking 73

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

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 273

Financial Services Presentation Management Consumer 273

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 273

Financial Services Banking Management Customer 273

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 311

Management Banking Supplies eCommerce 311

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 278

Financial Services Payment Services Management Customer 278

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 322

Financial Services Marketing Banking Management 322

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 322

Banking Financial Services Technology Management 322

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 293

Financial Services B2C Fulfillment Management 293

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

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 259

Management Technology Financial Services Customer Experience 259

Forrester eCommerce

JANUARY 31, 2019

When digital channels such as websites arrived, they were designed in large part as “pieces of paper” delivered on a computer screen (thus, the still-widely-used term “web page”). But the human brain wasn’t wired to slog through big blocks of text, so millions of websites (and now mobile apps and other digital interfaces) are currently […].

Management 361

Management Mobile Channel Other 361

Forrester eCommerce

FEBRUARY 6, 2019

If you were to ask me a year ago what I would point to as a best practice for data governance, my response would be to look at what financial services firms do to meet their regulatory requirements. Fast-forward to the age of GDPR and the new privacy mandates coming out of California (CCPA), and […].

Financial Services 329

Financial Services Management 329

Retail TouchPoints

OCTOBER 28, 2022

The transaction aims to help Kibo pursue a horizontal growth strategy in verticals outside of retail, including financial services, travel and hospitality and telecommunications, as well as to further expand its global footprint. It also will enable Kibo to focus its investments on its core ecommerce and order management products.

Telecommunications 306

Telecommunications Financial Services Travel Recommendation 306

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 273

Banking Financial Services Events Consumer 273

Retail TouchPoints

MARCH 26, 2025

For industries such as retail, hospitality and financial services, the ability to create highly personalized and seamless customer journeys is no longer optional its a necessity. Nag also launched Ebay’s private-label credit line in association with GE Financial.

Customer 147

Customer Recommendation Customer Experience Travel 147

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 221

Management Events Financial Services Customer 221

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 243

Management Marketing Consumer Financial Services 243

Forrester eCommerce

FEBRUARY 6, 2019

If you were to ask me a year ago what I would point to as a best practice for data governance, my response would be to look at what financial services firms do to meat their regulatory requirements. Fast forward to the age of GDPR and the new privacy mandates coming out of California (CCPA). […].

Financial Services 295

Financial Services Management 295

Forrester eCommerce

NOVEMBER 19, 2019

Wealth and investment management firms want to leverage digital technologies to improve customer experience (CX) across touch points, and raise the productivity of their advisors. A digitized financial advisor enables advisors to focus on value-added, rather than administrative, tasks.

Improvements 218

Improvements Management Customer Experience Technology 218