Meng Liu

Analyst

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Launching Forrester Tech Tide™: B2B Payments Research

Meng Liu August 5, 2021
Forrester is launching new research focusing on technology innovation in the B2B payments space. We are on the lookout for companies that are automating and adding value to B2B payments services, particularly those driving innovation.
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Decoding China’s Central Bank Digital Currency

Meng Liu July 13, 2021

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Blog

重塑公司银行客户体验:从客户旅程地图绘制开始

Meng Liu June 24, 2021
以客户为中心已经在零售银行深入人心,零售银行的客户体验提升项目也在全球范围内遍地开花。相比于零售银行,由于B2B系统的复杂性,公司银行之前很少在客户体验领域有所建树。然而,随着银行对公司银行业务体验的要求与日俱增并期待可以达到和零售业务一致的极致体验,越来越多的公司银行部门开始把客户导向和体验提升作为自己的核心战略,随之转变业务模式。客户旅程地图绘制是提升公司银行客户体验的一个有力工具,公司银行客户体验专业人员可以通过绘制客户旅程地图获得outside-in的视角、了解客户体验不佳的根本原因以及将客户痴迷贯彻到整个组织上下。 在理解了客户旅程地图绘制的巨大价值以后,下一个问题是如何有效绘制公司银行的客户旅程地图?Forrester基于超过20年的全球客户体验研究基础以及和中国大型银行客户的咨询实操经验,在中国的公司银行及B2B客户体验领域积累了丰富的理论、工具与方法。我们总结出的绘制公司银行以及B2B行业客户旅程地图的“三部曲”和十个详细步骤: 1. 准备客户旅程绘制相关工作 选择好相关旅程 绘制客户画像 建立对客户旅程地图的相关假设 邀请正确的参与人员 决定旅程绘制执行方式及做好相关准备 2. 执行客户旅程地图绘制 绘制客户旅程地图 发现关键痛点 绘制生态系统 3.决定下一步 通脑风暴出下一步解决办法 数字化以及扩大绘制出的旅程地图的影响力 在我们最新发布的报告 中国公司银行客户旅程地图绘制 中,未来提供更多可供参考的细节,我们选取了一个最典型的公司银行旅程-企业客户开户旅程按照三部曲的步骤带大家一起重现了公司银行客户旅程地图绘制的全过程。欢迎阅读报告获取更多关于公司银行客户旅程地图绘制的相关洞见,如果您有任何问题,请随时与笔者联系,联系邮箱inquiry@forrester.com 以及china@forrester.com。
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Understand Today’s Investors In Metro China, Hong Kong, And Singapore

Tom Mouhsian February 24, 2021
Why You Need A New Segmentation Approach To Understand Today’s Investors Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors (see Figure […]
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Blog

解密中国当代投资者画像

Meng Liu January 27, 2021
去年年末,我们根据Forrester 2020年亚太金融行业的消费者调研(Forrester Analytics Consumer Technographics® Asia Pacific Financial Services Survey 2, 2020)对中国的投资者画像进行了描绘。我们希望通过量化数据呈现出中国投资者在2020年,尤其是疫情前后的一些变化,及中国投资者这个群体中细分类型的特点。点击“阅读更多”了解具体细节。
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Japanese Banks’ Digital Awakening Is On The Way

Meng Liu June 11, 2020
Japanese banks face serious challenges in profitability, efficiency and customer experience. Analyst Meng Liu provides five signs that digital transformation is coming to the rescue.
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Huawei Global Analyst Summit 2020: Looking Beyond The Challenges

Guannan Lu June 9, 2020
Huawei started the 17th Huawei Global Analyst Summit on May 18, 2020 in Shenzhen, China. Huawei’s rotating chairman, Guo Ping, spoke on the theme of “Huawei: A Year and Beyond” to both look back on a very challenging year for the company and look ahead with a focus on accelerating growth. The US Entity List […]
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Blog

Seize Payment Innovation Opportunities By Delivering Value To All

Meng Liu April 21, 2020
It’s a perfect time to make the most of digital payments. Learn four steps banks and fintechs in Asia-Pacific can take to make the most of the opportunity in front of them.
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Three Hurdles To Address Before Digital Retail Payments Can Scale Across AP

Meng Liu April 16, 2020
Trust plays a huge part in the success of any new payment system, and any friction can create obstacles. In Asia Pacific, though digital retail payment is growing quickly, there are three key challenges to overcome: Lack of differentiated value for customers, Fragmented standards, Fragmented digital retail payment ecosystems.
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Four Catalysts Contribute To A Perfect Storm Of Digital Retail Payments In Asia Pacific

Meng Liu April 13, 2020
While the COVID-19’s impact on payment behaviors is still unclear, a perfect storm had been brewing long before the crisis broke out. In our research, we found that four key catalysts are driving adoption of digital retail payments in the region: Digitally empowered customers, Digital-savvy regulators, Buoyant digital platforms, and Digitally transforming banks.
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Three Sacred Myths Of The Hong Kong Digital Life Insurance Market

Meng Liu February 6, 2020
Hong Kong is one of the most sophisticated life insurance markets in the world, attracting thousands of customers from mainland China and many other places. In recent years, the emergence of digital-only insurers and tech giants has brought new elements to the fertile insurance landscape and challenges much old thinking. Let’s unveil three sacred myths […]
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PayPal Officially Enters China: Challenges And Opportunities

Meng Liu December 30, 2019
A week before Christmas, PayPal officially finished its acquisition of Chinese licensed payment company GoPay, a deal that has been underway since the end of September. This deal signals PayPal’s official entry into China’s domestic payment market and makes it the first foreign payment company to own the domestic payment license. I have followed both […]
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Blog

AI Is Transforming Fraud Detection In The Financial Services Industry

Meng Liu December 30, 2019
I believe most people who own credit cards have experienced fraud or false positives (a non-fraud transaction declined), and so have I. Three months ago, I experienced overseas credit card fraud with an amount around $3,000 USD; my bank is still investigating the case. What gave me a deeper impression was the complicated procedures of […]
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EY Flexes Its Blockchain Muscles In China

Meng Liu November 14, 2019
Key takeaways from EY’s Asia Pacific Blockchain Summit
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President Xi’s Calls For A Strong Development Of Blockchain In China: What’s Next?

Meng Liu October 28, 2019
On Thursday, October 24, Xi Jinping, president of the People’s Republic of China, exhorted the country to “seize the opportunity” offered by blockchain technologies. In particular, he called to “clarify the main direction, increase investment, focus on a number of key core technologies, and accelerate the development of blockchain technology and industrial innovation.” I have […]
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WeBank Is Driving Financial Inclusion At Scale In China

Aurelie L'Hostis October 25, 2019
Around the world, the financial services industry has underserved or even excluded millions of consumers and SMBs (small- and medium-sized businesses) that have long been considered unprofitable. Still today, large numbers of people and businesses do not rely on banks to help them meet their day-to-day financial needs. But you know how the story goes: […]
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How WeBank Became The World’s Largest Digital Bank

Meng Liu October 24, 2019
Can you imagine a digital-only bank that has served 100 million customers within four years since its establishment? Not to mention those 100 million customers are all un-/underserved by traditional banks. Tencent-backed WeBank has achieved this goal and has become the largest digital bank in the world. The secret sauces of WeBank are the tech-driven […]
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Leveraging Its Platform Business For Global Expansion — Key Takeaways From Alibaba Cloud’s Apsara Conference

Meng Liu October 13, 2019
Two weeks ago, I attended Alibaba Cloud’s Apsara Conference 2019 in Hangzhou, China. I gained new insight into how Alibaba is going to further strengthen and expand its already powerful ecosystem; cloud will play a key role in its updated platform business strategies. Please check out my insights in this video:
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Virtual Banks In Hong Kong Are Set To Rekindle The Retail Banking Experience

Meng Liu September 20, 2019
Eight more digital-only banks are set to launch in Hong Kong by the end of 2020. Find out what sets them apart and what incumbent banks must do to compete in the region.
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Video

Hong Kong Banks Must Raise The Bar In Mobile Banking

Meng Liu August 28, 2019
For the first time, Forrester has evaluated banks in Hong Kong, the famous world finance hub. We benchmarked the usability and functionality of the mobile apps of five banks in Hong Kong.
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