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

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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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

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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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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Blog

The Effect Of COVID-19 On Canadians’ Financial Well-Being

Peter Wannemacher May 18, 2020
Even before the COVID-19 outbreak, our research showed that Canadian consumers were facing multiple financial challenges and were worried about their financial situation. To see how the pandemic was impacting consumer finances and behaviors, we surveyed 1,119 Canadian online adults in April 10–15, 2020 and found that Canadians: Are already feeling the impact of COVID-19 […]
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Blog

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

Peter Wannemacher May 18, 2020
Even before the COVID-19 outbreak, our research showed that US consumers were facing multiple financial challenges and were worried about their financial situation. To see how the pandemic was impacting consumer finances and behaviors, we surveyed 1,122 US online adults in April 10–15, 2020 and found that US consumers: Are already feeling the impact of […]
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Blog

The Future Of Financial Brands: Less Financial, More Brand

Dipanjan Chatterjee May 15, 2020
The crisis in financial services is not just that most banks don’t get relevance and relationship right. It’s that most of the leading consumer brands eyeing the financial space do.
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Blog

Managing Costs In Azure

Tracy Woo 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. Over the past two years, however, native cloud providers have started to invest in native […]
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Blog

Developer Engagement Recognizes The Developer As Your Newest Customer

Jacob Morgan May 5, 2020
Digital technology is enabling unprecedented connection between people, companies, and devices. Connecting them all lies at the hands of the developer, a role with increasing power in an organization. In the age of open banking, simply providing access to APIs, documentation, and a sandbox is not enough. Developer engagement builds long-term bridges between a firm […]
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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?

Blog

Solidaridad y supervivencia económica frente al coronavirus

Laura Koetzle May 4, 2020
Recientemente, los resultados de nuestra encuesta “PandemicEX” nos desvelaban que los españoles tienen una gran incertidumbre laboral, no confían en las medidas del gobierno y han puesto sus esperanzas en los directivos de sus empresas, pero… ¿qué están haciendo los bancos españoles para ayudar a sus clientes durante la crisis? En Forrester hemos observado que: […]
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Blog

Insurtech Funding Roundup, Q1 2020: Investors Reduce Risk As The COVID-19-Induced Downturn Settles In

Jeffery Williams April 29, 2020
Insurtech funding contracted last quarter amid economic uncertainty. As the pandemic and its aftereffects linger, the outlook remains unclear.
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Blog

Lenders: Speed Up Access To Small Business Loans

Zhi Ying Barry April 27, 2020
Whether small businesses survive in the next few months depends on what lenders do right now. But they're struggling to underwrite and disburse loans at speed that will give small businesses the access to the working capital that they desperately need. Learn what lenders can do.
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Blog

Many Digital Banks Will Struggle Amid The COVID-19-Induced Slowdown, But A Handful Will Innovate And Thrive

Aurelie L'Hostis April 21, 2020
The COVID-19 crisis is accelerating the digital transformation of financial services. Which firms will benefit, which will struggle? Senior Analyst Aurelie L'Hostis provides insights.
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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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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

5G In Financial Services

Dan Bieler April 20, 2020
5G will let financial services firms step up their offerings for customers. But it will also increase competition in the sector. Is your tech strategy up to the challenge?
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Blog

Three Insights From The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

Vijay Raghavan 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. In “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020” report, we identified the 13 most significant digital DWMP providers, which we evaluated across 26 criteria. We define a DWMP as: An […]
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Blog

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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