personalization

Personalization delivers more relevant, effective experiences to customers, but only if firms can hit the mark with privacy, timing, and insights. Read about how to use personalization effectively.

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Insights

Blog

Banks Must Align Strategy And Technology To Succeed With Personalization

Aurelie L'Hostis October 7, 2021
Banks need a customer-led strategy to govern cross-functional personalization efforts and to determine the right technology investments.
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Blog

Reap The Rewards Of Retail With Smart Tools For Store Associates

Scott Compton August 25, 2021
Retail associate enablement tools enhance the customer experience in the physical store and improve both labor and store operations efficiency. In a tight labor market with employee acquisition and retention top-of-mind for retailers, training associates thoroughly and enabling them to perform fewer menial tasks with greater efficiency and oversight should be a primary goal for retailers.
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Blog

Promotions And Offer Management Providers Want To Help You Deliver Personalized And Compelling Incentives

Mary Pilecki August 11, 2021
Have you noticed the growing link between commerce and loyalty? Forrester has, and we’ve set out to explore it. Our first deep dive was into promotions and offer management tools, which we define as: Software that helps businesses personalize, distribute, automate, and track promotions, incentives, and other offers across digital and physical touchpoints. We included […]
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Blog

Open Finance Will Reshape The Relationship Between Banks And Their Customers

Jacob Morgan August 11, 2021
Learn the two crucial factors that will determine the pace and scale of open finance's opportunity.
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Blog

Worried About Losing Cookie Tracking? Look To Your Loyalty Program

Mary Pilecki August 4, 2021
A loyalty program is a great way to collect zero-party data. Read how your loyalty program can be a powerful tool in the post-cookie world.
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Blog

Digital Experience: The Inside Scoop As Told By 36-Plus Executives

Julie Ask June 17, 2021
“When you look forward two years and think about your aspirations for your consumer digital experiences, what will inhibit you from reaching those goals?” Dozens of digital business and experience executives across numerous industries and geographies shared their thoughts with us about digital experience’s current state, emerging tech, priorities, and inhibitors. I’ve summarized the findings […]
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Blog

Data Ethics And DEI Convergence: A Win-Win Situation

Fatemeh Khatibloo May 26, 2021
Diversity, Equity, and Inclusion (DEI) and Data Ethics are increasingly interconnected, and brands must do both well to foster authentic, meaningful, and sustainable customer relationships. 
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Blog

Adobe “Catchy Content” Shows How Content Intelligence Powers Personalization

Nick Barber May 3, 2021
Marketers are obsessed with data. But when that obsession turns into tunnel vision on customer data only, it becomes impossible to achieve personalization at scale. Instead, brands need to know both their customer and their content, and Adobe took the wraps off a prototype that aims to do just that. At the company’s fully virtual […]
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Blog

Reboot Your Marketing Strategy With Cross-Channel Campaign Management

Rusty Warner April 29, 2021
Done right, CCCM delivers more than outbound campaigns. In this Forrester Wave™, we compare CCCM solutions from enterprise marketing software suite vendors.
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Blog

Building A Private Bank For The Next Generation

Vijay Raghavan April 22, 2021
Significant gaps continue to exist in private banking, forcing firms to rethink pricing and organizational models. As a result, high-net-worth clients are not fully benefiting from some of the digital innovations that are changing how customers interact with their private banks. To identify the top “Global Private Banking Trends In 2021,” we interviewed senior executives […]
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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

Straight From The Source: Collecting Zero-Party Data From Customers

Stephanie Liu July 30, 2020
Marketers are building out experiences to ask customers about volunteer zero-party data that they can’t infer, buy, or collect elsewhere.
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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

Healthcare CRMs Are The Key To Unlocking The Digital Front Door: Takeaways From The Forrester Wave™

Arielle Trzcinski March 12, 2020
Healthcare organizations (HCOs) should look to healthcare customer relationship management systems (CRMs) to enable their “digital front door” strategy and meet the growing demands of their customers for a great experience — both digitally and beyond. The recently published report, “The Forrester Wave™: Healthcare CRM Providers, Q1 2020,” identified the seven most significant players in […]
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Blog

Marketers, You Can Take This Personally: Your Personalization Strategy Isn’t Working

Emily Collins February 6, 2020
Marketers, we have a personalization problem. No, it’s not your vision — most of you aspire to deliver more anticipatory and individualized experiences — it’s your execution. Across industries, marketers struggle to create memorable, or even useful, moments with their customers. For example, only 5% of US consumers say that email offers are well timed […]
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Blog

Five Consumer Lessons From The 2010s: No. 5

Anjali Lai January 14, 2020
This is the fifth and final entry in a short blog series highlighting lessons about consumer behavior and attitude to take away from the previous decade. Here, you can find the first, second, third, and fourth posts. I close by emphasizing an age-old, fundamental human truth that takes on renewed significance given the latest shifts […]
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Blog

What Makes A Payments App Successful?

Arnav Gupta January 2, 2020
Excellence in digital experience is fast becoming a nonnegotiable expectation that customers have of a brand. The thing about expectations is that once they rise, they become par for the course. Payments apps are no exception! We recently analyzed eight apps from Indian payments providers. We found that with the next-to-zero cost of switching in […]
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Podcast

The Customer In 2020 Searches For Meaning

What It Means December 12, 2019
Join us on a journey to the center of the customer’s hollow universe. Forrester Senior Analyst Anjali Lai and VP and Principal Analyst James McQuivey explore why customers will yearn for brands to provide something more meaningful than the rapid escalation of self-centered benefits.
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Podcast

How Marketing Became Too Personal

What It Means November 14, 2019
Marketers’ efforts to get to know customers via data collection and personalization may be driving them away instead. On this week’s What It Means, Vice President and Group Director Melissa Parrish discusses what’s gone wrong and how marketers can end the disconnect.
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Blog

Minivans Vs. Motorheads — Why The Right Content Fuels Proper Personalization

Nick Barber October 21, 2019
Digitally savvy customers have increasingly high expectations that put brands under pressure to deliver the right content, at the right time, to the right individual. In fact, 80% of US online customers are comfortable sharing some form of personal information to personalize their retail experience, according to Forrester Analytics’ Consumer Technographics® survey data. Customers want […]
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