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Financial Services research analyzes the impact of technology on how retail financial services are manufactured, sold, and serviced. This research helps banking, insurance, investment, and credit executives understand emerging trends in technology and how consumer attitudes will affect their adoption of new products and services. Our banking research has a special emphasis on electronic payments; our wealth management research is particularly strong on the electronic delivery of advice.
Displaying results 1-25 of 83 results
For Enterprise Architecture Professionals
by Jost Hoppermann, August 20, 2009
Forrester surveyed 17 vendors of globally deployed banking platforms on their 2008 deals and analyzed the results from a functional and regional perspective. This analysis shows that the global perspective and regional perspectives differ: While there . . .
For B2B Market Research Professionals
by Ellen Carney, August 6, 2009
A data chart on IT services banking and insurance budget data.
For B2B Market Research Professionals
by Ellen Carney, August 6, 2009
A data chart on IT services sourcing data in banking and insurance.
For B2B Market Research Professionals
by Ellen Carney, August 6, 2009
Data chart on IT services banking and insurance service provider selection and satisfaction data.
For B2B Market Research Professionals
by Ellen Carney, August 5, 2009
Data chart on IT services vendor management data for banking and insurance industries.
For Enterprise Architecture Professionals
by Jost Hoppermann, July 31, 2009
Forrester surveyed 17 vendors of globally deployed banking platforms on their 2008 deals and analyzed the results with a regional perspective. This analysis shows that North America joined Asia Pacific and Europe as one of the most active regions, and . . .
For B2B Market Research Professionals
by Ellen Carney, July 10, 2009
These data charts detail how the global recession has affected telecommunications spending and how contact center spending and support in banking and insurance are affected.
For B2B Market Research Professionals
by Ellen Carney, July 10, 2009
These data charts detail how the global recession has affected telecommunications spending and how budget spending and support in banking and insurance are affected.
For Enterprise Architecture Professionals
by Gene Leganza, June 24, 2009
Enterprise architecture (EA) programs are becoming more business focused, helping IT deliver greater value to the business. Business-focused EA teams are developing the "next practices" for interacting with the business, collecting and analyzing data, . . .
For Consumer Market Research Professionals
by Corina Matiesanu, June 22, 2009
This highlight deck summarizes the key findings from Forrester’s North American Technographics Banking Online Survey, Q1 2009 (US).
For Technology Sales Enablement Professionals
by Ellen Carney, June 17, 2009
The banking industry continues to suffer from the global recession and backlash from last fall's financial crisis. While it's tempting to believe that bank-related technology investment is dead, financial services firms are actively looking for specialized . . .
For Enterprise Architecture Professionals
by Jeff Scott, June 12, 2009
As interest in business architecture heats up, IT and business executives are asking how they can use business architecture to drive value. Many organizations have started business architecture initiatives, but few have reached the point of producing . . .
For Enterprise Architecture Professionals
by Gene Leganza, June 10, 2009
Enterprise architecture (EA) programs are becoming more business focused and helping IT to deliver greater value to business. Business-focused EA teams are developing the "next practices" for interacting with the business, collecting and analyzing data, . . .
For Enterprise Architecture Professionals
by Jost Hoppermann, June 4, 2009
Forrester surveyed 17 vendors of globally deployed banking platforms on their 2008 deals. Overall, looking at participants of both the 2007 and 2008 survey, counted deals shrunk by 10% from 2007 to 2008. Only two vendors of those participating in the . . .
For Technology Sales Enablement Professionals
by Ellen Carney, June 2, 2009
Banks and insurers do a great job acquiring customers, but they fall down when it comes to cross- and upselling other services. Few financial services institutions even know if the customers they have are actually the kind of business that they want. . . .
For Enterprise Architecture Professionals
by Jost Hoppermann, May 19, 2009
Forrester surveyed 17 vendors of globally deployed banking platforms on their 2008 deals. The outcome? The two top groups remained largely unchanged: Oracle and Temenos are the two Global Power Sellers; while the "old" Global Challengers Infosys Technologies, . . .
For Technology Sales Enablement Professionals
by Ellen Carney, May 6, 2009
Not too long ago, IT hardware vendors banked on the business they got from financial services industry giants like Morgan Stanley, The Royal Bank of Scotland, and AIG. When the Wall Street bubble burst, hardware tech vendors like Cisco Systems, Dell, . . .
For Sourcing & Vendor Management Professionals
by Euan Davis, April 24, 2009
As sourcing models buckle under market pressure, sourcing leaders are responding by aligning strategies along a continuum of sourcing behaviors. These behaviors follow a road map for value creation that banking clients can use to align and test vendors' . . .
For Sourcing & Vendor Management Professionals
by Euan Davis, April 24, 2009
Forrester has noticed an increase in outsourcing questions from banking clients — not surprising, given the tremendous pressure banks face today. These inquiries highlight a variety of outsourcing-related concerns, from tactical rate questions to broader . . .
For Technology Sales Enablement Professionals
by Ellen Carney, Jost Hoppermann, April 6, 2009
The move to Islamic banking will challenge conventional bank IT, which means strong opportunities for tech vendors with expertise and experience in rolling out Islamic finance systems. In the face of a deep and long-lasting recession, conventional banks . . .
For Enterprise Architecture Professionals
by Jost Hoppermann, Ellen Carney, March 26, 2009
Islamic finance and in particular Islamic banking is a growing segment within multiple countries as well as on a global level. Conventional banks increasingly show interest in Islamic banking. Enterprise architects need to understand the key principles . . .
For Sourcing & Vendor Management Professionals
by Euan Davis, March 13, 2009
The shockwaves reverberating through the battered banking sector offer an opportunity for banking sourcing groups to reinvent their standing in the organization as decision mandates shift and new power bases emerge. Bold executives will take this opportunity . . .
For Technology Sales Enablement Professionals
by Ellen Carney, March 10, 2009
To understand how the recession, particularly the collapse of Wall Street and the housing market, is affecting technology decision-makers in the financial services industries, Forrester sorted through more than 20,000 inquiries that it received during . . .
For Customer Experience Professionals
by Jonathan Browne, February 3, 2009
In November 2008, Forrester held concurrent forums in London for consumer marketing and financial services professionals. Leading companies and their design agencies offered insight into their best customer experience practices. Mike Thompson of Barclays . . .
For Enterprise Architecture Professionals
by Jost Hoppermann, January 30, 2009
Forrester evaluated world-leading banking platform products across 108 criteria and found that Infosys Technologies with Finacle, TCS Financial Solutions (TCSFS) with TCS BaNCS, and Temenos with T24 are in the Leader category. Infosys with Finacle scores . . .
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