Print Page  |  Close Window

News Release

Forrester Finance Forum 2007, June 25-26 In New York

Executives From Fidelity, TD Banknorth, Sun Life Financial, Bank

of America, Capital One, Charles Schwab, TIAA-CREF, Wells Fargo, And

Yahoo! Share Views On Providing Superior Customer Experience

CAMBRIDGE, Mass.--(BUSINESS WIRE)--June 5, 2007--Forrester Research, Inc. (Nasdaq: FORR):

WHAT:     Forrester Research, Inc. (Nasdaq: FORR) Finance Forum 2007:
          Beating The Competition With Superior Customer Experiences

          With more access to information, more sensitivity to price,
          and less sensitivity to advertising, consumers are getting
          harder to win and keep. Even as traditional marketing loses
          its power to bring prospects in through the front door,
          weak delivery against raised expectations for service and
          convenience sends unhappy customers out the back door. To
          compete in this environment, retail financial services
          firms need to dramatically raise the bar on the customer
          experience they provide. At this Event, leading Forrester
          analysts will present research on how financial services
          firms can build and sustain long-term competitive edge by
          mastering the principles of Experience-Based
          Differentiation. Industry executives will share their views
          on providing superior customer experience by understanding
          customer needs, creating brand equity with customers, and
          developing concrete customer experience skills.

WHEN:     June 25-26, 2007

WHERE:    Grand Hyatt New York
          Park Avenue at Grand Central Terminal
          New York, NY 10017
          +1 212.697.3772

WHO:      Featured speakers include:

          -- Ellyn McColgan, President, Distribution and Operations,
             Fidelity Investments
          -- William J. Ryan, Chairman of the Board, TD Banknorth
          -- Robert Salipante, President, Sun Life Financial US
          -- Lewis P. Carbone, Founder, President, and Chief
             Experience Officer, Experience Engineering, and author
             of Clued In: How To Keep Customers Coming Back Again
             And Again
          -- Emily Edwards, Senior Vice President, Online Sales
             Marketing, Bank of America
          -- Renee Soulliard, Vice President, "USCIM" US Card
             Indirect Marketing, Capital One Financial Corporation
          -- Andrew Salesky, Senior Vice President, Client Web
             Services, Charles Schwab
          -- Elizabeth Stelluto Dunaier, Senior Vice President,
             Enterprise Marketing Communications, Charles Schwab
          -- Rowena Track, Senior Vice President, Web and e-Business
             Strategy & Solutions, TIAA-CREF Financial Services
          -- James P. Smith, Executive Vice President, Consumer
             Internet Channel, Wells Fargo
          -- Justin Merickel, Finance Category Director, Yahoo!
             Search Marketing

CONTACT:  Complete Event information is available at:
          http://www.forrester.com/financeforum2007

MEDIA:    Members of the media can register for Forrester Finance
          Forum 2007 by providing their full contact information
          to press@forrester.com

About Forrester Research

Forrester Research, Inc. (Nasdaq: FORR) is an independent technology and market research company that provides pragmatic and forward-thinking advice to global leaders in business and technology. For more than 23 years, Forrester has been making leaders successful every day through its proprietary research, consulting, events, and peer-to-peer executive programs. For more information, visit www.forrester.com.

(C) 2007, Forrester Research, Inc. All rights reserved. Forrester is a trademark of Forrester Research, Inc.


    CONTACT: Forrester Research, Inc.
             Tracy Sullivan, + 1-617-613-6023
             Senior Public Relations Specialist
             press@forrester.com

    SOURCE: Forrester Research, Inc.