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Vijay Raghavan
Verified
Senior Analyst, Forrester Research
New York
Beats
Biography
Vijay serves digital strategy leaders at retail wealth and asset management, brokerage, and private banking institutions, advising them on how to prepare and respond to continuous digital disruption in this sector. He works with financial services executives and their digital teams to challenge thinking in the retail wealth and asset management sector as they design the future of financial services. He is based in Forrester’s New York City office. Previous Work Experience Vijay has more than 19 years of experience. Prior to becoming a senior analyst, he was a senior manager in the financial services advisory practice of Ernst & Young LLP. While there, he led client engagements related to digital strategy and customer experience design and analysis, market research, and new product development for top-tier global banks, wealth and asset management institutions, insurance companies, and leading payment networks across the US, Canada, Mexico, and the UK. Vijay also worked at American Express for six years, where he held various marketing and customer experience roles and assisted in the launch of the company’s digital bank, American Express Personal Savings. His work included conducting market research to extract customer insights and lead the transformation of the customer onboarding experience by optimizing the website, contact center, core banking platform, and back-office operations to drive deposit growth and loyalty. Education Vijay holds an MBA in marketing and general management from Rice University in Houston, Texas, as well as dual B.A. degrees in economics and microbiology from Miami University in Oxford, Ohio.
digital investing, brokerage private banking, retail wealth and asset management financial advice, investing trends FinTech,Investor segmentation and preferences
Politics, unethical travel
Content
Company Info
Forrester Research
Forrester Research, Inc. is a leading research and advisory firm that has been supporting global business and technology leaders for over 40 years. Founded in 1983 and headquartered in Cambridge, Massachusetts, Forrester has a strong presence in major cities worldwide, including New York, London, and Singapore. The company is publicly traded on NASDAQ under the ticker symbol FORR and employs over 1,700 people. Forrester offers a wide range of services tailored to various business functions. These include insights and advisory services for technology leaders, marketing strategies for customer engagement, and support for enhancing customer experience. The firm also provides guidance on digital transformation and market trends to sales and product leaders. With a client base that includes 62% of the Fortune 100 companies, Forrester serves diverse industries such as healthcare, financial services, and manufacturing, delivering relevant insights to help businesses grow and innovate.
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+1 617-613-5730
Founded: 1983