Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints

September 26, 2019 – Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented strategies handicap most banks and insurers. This report explains how financial services firms can drive customer engagement and loyalty by broadening personalization beyond the next product sale and personalizing experiences across the lifecycle and on all touchpoints. 


Add Personalized Video to Your Content Marketing Mix

June 14, 2019 – Personalized videos bring more relevant and engaging content to the customer journey. Marketing leaders must first determine whether they have a solid reason to deploy this technique and then follow best practices for its use.


Data-Driven Video Best Practices

June 4, 2019 – A marketer’s guide to learn about the state of data-driven video along with benefits, best practices, tips, and more. Published by the Interactive Advertising Bureau (IAB) in June 2019.


Financial Services Firms Should Weave Online Video Into Every Customer Journey

April 4, 2019 – Global video will make up a huge portion of online traffic in just a few years, but most financial services firms are missing an opportunity to engage customers and prospects with the format. In fact, only a sliver are using video strategically. Leading financial services firms use video because it makes products and services easy to understand, simplifies complex concepts, and drives brand affinity. This report for digital business leaders details how leading firms are using online video and what results they get across the customer life cycle. By Forrester analysts Nick Barber with Alyson Clarke, Benjamin Ensor, Charlie Ruhl.


The Forrester Tech Tide™: Video Technologies For Customer And Employee Experience, Q1 2019

January 30, 2019 – Video is increasingly critical to firms’ ability to win, serve, and retain their customers. To accelerate their performance in video, companies are evaluating and adopting a range of contributing technologies. This Forrester Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support video initiatives. This report recommends that business leaders invest in Personalized Video due to its high business value.


Vendor Landscape: Creative Advertising Technologies, Q3 2017

September 27, 2017 – Data and creative advertising technology (adtech) have empowered marketers to embrace a post-digital approach to creating ad experiences for their customers that are relevant, valuable, and more personalized than they have ever been before. Read this report to learn how marketers are changing the way they think about the creative process, and see which technologies can help advance your approach to developing post-digital brand experiences.


How to Make Video Advertising Investments Pay Off

August 25, 2017 – Marketing leaders focused on advertising can get much more out of their digital video investments if they apply consistent targeting and measurement techniques across TV and digital video domains, and understand the available creative and technical variations.


Vendor Landscape: Video Platforms For Customer And Employee Experience

August 18, 2017 – Humans process video content faster than text, and video drives a deeper emotional connection than any other medium. The convergence of the enterprise and online video platform markets may allow application development and delivery (AD&D) professionals to support both internal and external video with a single platform. This report looks at key trends in the video space and the vendors that support it, enabling customer- and employee-focused teams to craft engaging experiences.

Retail Touchpoints

Navigating The New, Non-Linear Customer Journey

May 24, 2017 – This Retail TouchPoints special report details how retailers can better understand shoppers’ feelings, motivations and questions at each touch point, regardless of channel.


Pivot To Person-First Personalization

April 6, 2017 – Personalization is all the hype, and for good reason: Consumers expect brands to leverage the data they exchange to deliver better experiences. But many personalized experiences today miss the mark. This report explains how customer experience (CX) professionals must approach personalization programs with person-centric objectives to create long-term business results.