Financial Services Firms Should Weave Online Video Into Every Customer Journey

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

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.

Best-In-Class Multichannel Onboarding Trends To Watch In 2019

Many financial institutions have realized that every new customer relationship must be cultivated and nurtured to optimize value and loyalty. The importance of deepening engagement through onboarding and building value with cross-selling has never been more important. This showcase provides recent examples of how banks and credit unions welcome, onboard and cross-sell new customers.