After completing our compelling study with Forrester Research that surveyed innovation leaders within financial firms, it became clear that financial services firms are likely to overestimate their digital transformation capabilities. Many firms are struggling to consistently implement the best practices that can steer a company toward change and ultimately a successful innovation strategy.
Our webinar, presented by Forrester’s Alyson Clarke and Magenic’s Financial Services Strategic Partner, Heather Zimmerman, reviews the findings of the research study, then calls out what’s holding companies back and how they can make the leap forward.
In the presentation, Alyson outlines the findings of the research and emphasizes that a critical element is creating a true culture of innovation. While she stresses that this pursuit is much more art than science, there are some strict behaviors to avoid and some to strive towards.
Avoid these behaviors:
Strive for these behaviors:
Heather illuminated how you can begin to take action on innovation in your organization right away. She showed how to become the spearhead within a team and how to push forward in three key areas.
Whether you’re already the spearhead of innovation in your firm or you’re just trying to find the right place to start, finding great partners will help you reach your goals. Magenic is a strategic partner who helps drive innovative thinking and execution in leading financial firms. Take the next step for your organization and reach out to us with any questions.
Alyson Clarke
Principal Analyst Serving eBusiness & Channel Strategy, Forrester
Alyson is a highly skilled expert with global experience in both wealth management and banking, having previously worked with Forrester’s financial services vertical in the Sydney, London, and San Francisco offices. She is now based in New York and specializes in digital and non-digital channel strategy and innovation.
Heather Zimmerman
Financial Services Strategic Partner, Magenic
Heather has 16 years of experience consulting with Insurance, Banking, and Wealth Management companies to solve business problems through transformative technologies. From product development to marketing, Heather has held multiple roles in enabling established firms and startups to adapt to the forces of digital business.
Our study found that the change in products and services driven by digital innovation has had nearly double the impact as expected by financial firms. Get more insights in the new report.