Do You Work For A Financial Services Provider? Then Take This Survey!
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…
Latest Posts By Peter
Customer-obsessed marketing
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Amazon Flirts With Banks And Their Customers: Here’s What You Should Do
Like a football team captain at a junior high dance, Amazon just sauntered up to a big group of people and started dropping hints about…
April 3, 2018
Customer-obsessed marketing
Maximize value of tech
Drive revenue with CX
Differentiate with digital
Financial services
Another Mobile Feature Banks Should Offer: Subscription Management
[this blog post was co-authored by Michael Chirokas] A year ago, Forrester published a report that listed Eleven Mobile Features That More Banks Should Offer.
October 2, 2017
Differentiate with digital
Financial services
Which Nifty Mobile Banking Features Is Your App Missing?
Not long ago, Forrester published a report that listed “Eleven Mobile Features That More Banks Should Offer.” These features are nifty and valuable mobile…
March 17, 2017
Financial services
Differentiate with digital
Predictions
What Financial Services Execs Can Expect In 2017
Every fall, more than a dozen Forrester analysts across multiple roles meet to discuss what executives and leaders at financial services firms should anticipate over…
November 14, 2016
Differentiate with digital
Financial services
Why Most Banks Should Not (Yet) Roll Out Bots
Companies of all stripes are getting bot-happy, rolling out bots for third-party platforms like Facebook Messenger, Kik, WeChat, Slack, and more. Firms like Yahoo, H&M,…
August 31, 2016
Differentiate with digital
Drive revenue with CX
Financial services
Bank of America Redesigns Email Alerts
Few things are as unsexy as emails from a financial services company. But email alerts play an important role in the world of digital banking:…
August 11, 2016
Differentiate with digital
What Drives Mobile Banking Engagement?
This blog post is a collaboration between Peter Wannemacher and Nicole Dvorak, who also collaborated on Forrester's brand-new report on this topic.
June 27, 2016
Differentiate with digital
Financial services
Splitwise Is A Fintech Disruptor That Shows The Potential Of Shared Finances
Note: If you’re a Forrester client, you can jump straight to the full report here. Two weeks ago, I was lucky enough to spend 10…
May 31, 2016
Differentiate with digital
Financial services
Banks: Your Customers’ Cross-Channel Experiences Are Shoddy (Or Worse)
Note: If you’re a Forrester client, you can jump straight to the full report here. The other day, I stopped by my bank’s…