financial services

Financial services firms are under pressure as more investors choose a self-directed approach and shift their money toward emergent fintech disruptors. Discover how financial services firms can evolve to stay competitive, win business, and leverage CX to succeed.

Insights

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COVID-19 Stokes The Chatbot Hype In Financial Services

Aurelie L'Hostis September 18, 2020
COVID-19 and its associated containment measures are accelerating digital transformation and automation in financial services. Customer service has been under enormous pressure, and financial services firms such as Nationwide Building Society in the UK and the Royal Bank of Canada have launched chatbots to deal with the unusually high volume of requests. However, digital teams […]
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Blog

Forrester Reviews And Scores US Mobile Banking Apps: What We Learned

Peter Wannemacher August 12, 2020
For over a decade, Forrester has conducted an annual review of banks’ mobile apps. My colleague Gina Bhawalkar and I recently published our most recent research, in which we evaluated and scored the mobile banking experiences on more than a dozen banking brands’ apps across the US and Canada. In the US, we looked at […]
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APAC Financial Services Webcast Week 2020

The next normal arising from this global pandemic will bring new challenges for financial services leaders in Asia Pacific. Get the latest insights and tactical guidance on how to prepare for the future.

Blog

Lean Isn’t Always Lean: There Are Lean Cores And Lean Cores In Banking

Jost Hoppermann August 7, 2020
Understanding the lean-core concept is key to easing digital transformation challenges. Vice President Jost Hopperman clears up some of the confusion surrounding the concept.
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Video

Invest In The Right Technologies To Develop Your Financial Well-Being Program

Aurelie L'Hostis August 6, 2020

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Video

The Future Is Here: Google Moves Forward With Its Banking Marketplace

Alyson Clarke August 5, 2020

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Research Collection

Finserv Leaders Must Keep Sight Of The Big Picture In The Midst Of The Pandemic

David Hoffman 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.
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Video

The Future Of Banking: Invisible, Connected, Insights-Driven, And Purposeful

Alyson Clarke July 30, 2020

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Blog

The Future Of Banking Has Arrived

Jacob Morgan July 29, 2020
Forrester's latest research finds future of banking will be invisible, connected, insights-driven, and purposeful. Analysts Jacob Morgan and Alyson Clarke break it all down.
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Blog

Ant Group’s Next Move

Guannan Lu July 29, 2020
Learn more about the plans and ambitions the digital giant revealed at its recent analyst event.
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Video

A Glimpse Into The Future Of Banking

Jacob Morgan July 16, 2020

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Video

The Future Of Banking: Sneak Peek Into Our Upcoming Research

Alyson Clarke July 16, 2020

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Blog

Mobile Banking Apps Take Center Stage As Australians Embrace Digital Banking

Zhi Ying Barry July 15, 2020
ATM use and branch traffic are way down, while contactless payments and digital banking services have increased dramatically. COVID-19 has forced Australian consumers to adopt digital banking, and the change is here to stay.
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Transforming The Insurance Industry

What will the insurance industry look and act like? What choices made in the near term will decide insurers' fate in the long term?

Webinar

The Future Of Financial Services is Open

July 7, 2020
Find out how the future of financial services and how open banking will play out in APAC and what is means.
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Blog

Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms

Ellen Carney June 22, 2020
Many financial services firms are missing out on a big opportunity to win, serve, and retain customers: the beneficiary experience.
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Podcast

Digital Acceleration Meets Empathy: COVID-19’s Impact On Financial Services

What It Means June 18, 2020
The COVID-19 pandemic has accelerated digital efforts in the financial services industry while underscoring the need for customer empathy. Learn more from three analysts in this special episode of What It Means.
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Blog

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

Using Innovation To Rebuild From COVID-19 — Lessons From Financial Services

Jacob Morgan June 4, 2020
We are living in uncertain and extraordinary times, and extraordinary feats are being delivered daily by committed workforces for which speed translates into jobs, businesses — and lives — saved. Innovation is a necessity in times of crisis, made easier by the expectation of fast delivery and the singular goal to coalesce and organize against. […]
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The Banking Business Model Is Fracturing

Whether it’s the future of digital banking or trying to grow in a customer-led market, strategic decisions loom for banks.

Blog

Les conséquences de la crise du Covid-19 sur le bien-être financier des consommateurs français

Aurelie L'Hostis May 26, 2020
Déjà bien avant que l’épidémie de coronavirus ne frappe, les recherches menées par Forrester révélaient qu’un grand nombre de consommateurs français s’inquiétaient de l’état de leurs finances personnelles et considéraient la gestion de ces dernières comme une tâche difficile. De fait, un an avant la crise, un quart des consommateurs français interrogés déclaraient se sentir […]
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Blog

Gli Effetti Del COVID-19 Sul Benessere Finanziario In Italia

Aurelie L'Hostis May 21, 2020
This blog post was translated by Corrado Loreto. Una nostra recente ricerca ha dimostrato che, ancor prima della pandemia di Covid-19, i consumatori italiani stavano affrontando molteplici difficoltà finanziarie ed erano preoccupati per la loro generale situazione finanziaria. Per capire come la pandemia sta influenzando le finanze e i comportamenti dei consumatori, abbiamo intervistato 1.137 […]
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Blog

The Effect Of COVID-19 On UK Consumers’ Financial Well-Being

Aurelie L'Hostis May 19, 2020
Thirteen percent of UK adults have seen their income (hours and/or wages) reduced due to COVID-19. This is impacting their ability to spend and meet financial commitments: Around half have reduced spending to the minimum, and 10% have missed a bill or loan payment.
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