financial services

Insights

VIDEO

T-Mobile MONEY’s Checking Account: Game Changer?

Alyson Clarke May 3, 2019
On April 18th, T-Mobile officially launched its T-Mobile MONEY checking account, after a soft launch late last year. This is not the first time we’ve seen a telecommunications firm enter the banking space – it’s already been happening for years in Europe and Asia, with large telcos such as Orange and KDDI. And this isn’t T-mobile’s first foray into banking either. So should banks be worried? Watch below to learn more.
Watch Now
BLOG

How To Onboard Startups

Oliwia Berdak April 29, 2019
Large corporates and startups seems like a match made in heaven. The former have the customer base, budget, and scale that the latter crave. And startups bring speed and agility and can help enterprises experiment with emerging technologies and business models. There’s even a whole industry of matchmakers — platforms and accelerators that aim to […]
Read More

The Invisible Valuable

The Future Of Payments

The shift to autonomous payments promises to be disruptive.

BLOG

New Tech Spotlight: A Growing Crop Of RegTech Startups Vie For Unicorn Status

Carlton Doty April 25, 2019
[This post was coauthored by my colleague, Christian Austin.] Of the 16 technology markets Forrester monitors for VC funding trends, the $2.1B raised by regulatory technology (RegTech) ranked 14th in 2018. As such, you’d be forgiven for overlooking a category that doesn’t evoke many buzzwords, hasn’t raised the splashy capital of several other markets, and […]
Read More
BLOG

A New Era, A New Digital Japan?

Meng Liu April 22, 2019
A New Era, A New Digital Japan? On May 1, Japan will get a new emperor, and a new era — Reiwa — will begin. The transition is largely symbolic, as the emperor’s role is ceremonial, but the coming of the Reiwa era also marks the end of the Heisei era, sometimes known as “the […]
Read More
BLOG

Australian Financial Services Firms Must Step Up And Fix Home Lending

Zhi Ying Barry April 8, 2019
With broker reforms at a standstill, Australian financial services firms must step up and take responsibility by putting customer interests first. Create the right culture, be more transparent, and build tools to protect vulnerable customers.
Read More
BLOG

Biometrics, Digital Decisioning, And APIs: These Are The Droids Investment Firms Are Looking For!

Vijay Raghavan April 8, 2019
Wealth management firms are leveraging emerging tech to create differentiated, valuable investor experiences. Read how.
Read More
BLOG

Apple’s Partnership With Goldman Sachs Will Drive Seismic Shifts In The Banking Industry

Alyson Clarke March 26, 2019
Apple and Goldman Sachs are partnering to deliver a new credit card. The industry seems to be quick to dismiss the partnership . . . but there’s an awful lot more at stake here than credit card rewards.
Read More

 

Lackluster CX & The Risk For Banks

CX Index results show banking CX is stagnating.

BLOG

“Alexa, Did Any Of My Clients Add Cash Last Week?”

Vijay Raghavan March 11, 2019
Thanks to emerging technologies, financial advisors can connect with clients with greater frequency and efficiency. We list three technology classes that are enhancing the industry.
Read More
BLOG

FinovateEurope 2019: Top Three Themes

Oliwia Berdak February 14, 2019
The two days of demo sessions are now over, so I wanted to share with you my thoughts on the three themes that dominated FinovateEurope 2019. (Apologies for the plane landing at the end. I’m reporting directly from the venue at Tobacco Dock in East London, close to the City Airport, which has its hazards . […]
Read More
BLOG

Pragmatism Rules FinovateEurope 2019

Oliwia Berdak February 12, 2019
FinovateEurope is back in full swing, so we wanted to share our impressions of Day 1. Here are Benjamin’s thoughts: And some further reflections by Aurélie and myself.
Read More
BLOG

How Digital And CX Teams Collaborate To Deliver On Brand Promise

Michael Barnes February 6, 2019
Take Practical Steps To Apply CX Disciplines To Digital Initiatives Odds are your firm is regularly seeking ways to improve customer experience (CX). You’re also likely embracing digital technologies to enable a more customer-driven, agile operating model. The question is: Are these initiatives aligned? In other words, are you confident in your firm’s ability to […]
Read More
BLOG

Forrester’s Global Financial Services Architecture Online Survey

Luis Deya January 16, 2019
We’ve Kicked Off Some New Research, And We Need Your Help.  An important part of Forrester’s research process is gathering input from financial services companies so that we can advise our clients on the latest trends in the market. We’re currently fielding a survey for vendors, end users, and experts that will provide the key […]
Read More
BLOG

Competition Heats Up In Banking Transformation Services

Oliwia Berdak December 4, 2018
After a few quiet years, Thought Machine, the fintech behind a new core banking platform called Vault, is stealing the limelight, first with its announcement of a strategic partnership with Lloyds Banking Group, then with a similar partnership with the digital bank Atom. And today we’ve learned about another partnership, this time with IBM. We […]
Read More
BLOG

Predictions 2019: Financial Services Firms Shift Their Focus To Operational Efficiency

Benjamin Ensor November 7, 2018
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. Growing economies, rising interest rates, and increased trading activity have delivered strong earnings […]
Read More
BLOG

‘Tis The Season – Your Customers Might Need A Little Nudge

Aurelie L'Hostis November 6, 2018
On November 5, in line with tradition, a huge array of sparkling displays took place across the UK to celebrate Guy Fawkes night (“Remember, remember, the fifth of November . . . ”). As days get shorter, Bonfire Night is also a friendly reminder that it’s that wonderful time of the year (again) when we […]
Read More
BLOG

Can Robots Grow Up To Be More Human?

Vijay Raghavan October 18, 2018
Context And Timing Is Critical For Robots And Humans To Work Well Together
Read More
PODCAST

The Future Of Payments

What It Means September 27, 2018
Analysts Brendan Miller and Jacob Morgan dive into the future of payments. In their next evolution, transactions will melt into the background to create a seamless customer experience.
Listen Now
WEBINAR

Lackluster CX Poses Financial Risk For Banking Institutions

September 26, 2018
Understand why customer loyalty is eroding across industries and how banks must create human connections that matter before churn rises higher.
Watch Now
BLOG

Money For Nothin’ And Stocks For Free

Vijay Raghavan September 25, 2018
JPMorgan enters the retail investing price war.
Read More
BLOG

Profiling Insurtech: Q&A With David Vanek, CEO Of Anorak

Oliwia Berdak September 25, 2018
“Insurance is sold, not bought.” This industrywide perception has gone unchallenged for decades, reaffirming agent- and advisor-based distribution models. But now a plethora of insurtech startups such as Brolly in the UK, Gabi in the US, and PolicyPal in Singapore aim to help customers find suitable cover. A newcomer among the firms digitalizing insurance distribution […]
Read More
More posts