Financial Services and Web 2.0: New Tools To Attract, Retain and Service Online Customers

Date held: March 17, 2009
Duration: 1 hour

Now more than ever, retail financial services institutions need to engage consumers in meaningful ways in order to attract new customers, to retain the best customers and to lower customer services costs. Instead of waiting for consumers to visit their customer portal, financial institutions need to connect with consumers in the places they are spending their time, such as the desktop, web pages, social networks, mobile devices and other consumer Web 2.0 services. Yet, banks must ensure enterprise-grade security, integration and scalability when launching these initiatives.

Join Forrester Research senior analyst Emmett Higdon in this informative Web Seminar sponsored by WorkLight, for a look at how financial institutions are using consumer Web 2.0 technologies to stay securely connected with customers, as well as address the challenges of using consumer technology to acquire, retain, and service customers - both online and mobile.

Attendees will learn:

  • How Web 2.0 initiatives, such as secure widgets, are helping financial institutions realize top priority online and mobile banking goals
  • How to measure the success of a Web 2.0 project
  • Practical guidelines for executing a secure Web 2.0 rollout
  • Aspects of using consumer Web 2.0 tools and services for doing business


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