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Financial Services
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.
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For Business Process & Applications Professionals
Turning Pricing Optimization Into Relationship-Based Pricing
Financial Services Firms Need To Look Across The Enterprise
by Mary Pilecki, April 3, 2007
Consumers are beginning to look at their financial services institutions (FSIs) for a better deal — one based on the value and longevity of their relationship. Some FSIs are engaged in price optimization, but no one has successfully evolved that technology . . .
For Marketing Leadership Professionals
Financial Services Institutions Should Tackle Price Optimization
by Mary Pilecki, February 15, 2007
Retail financial services institutions (FSIs) continue to struggle to increase share of wallet. But the majority of consumers don't believe that their FSIs are rewarding them appropriately for their current relationship — so why buy more? Financial institutions . . .
For eBusiness & Channel Strategy Professionals
Topic Overview: North American Retail Financial Services
by Bruce D. Temkin, February 2, 2007
Forrester's North American retail financial services research helps eBusiness, product management, marketing, and customer experience executives understand emerging trends in both consumer attitudes and technology. Our research spans banking, brokerage . . .
