The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025
Vendors or products added in this year’s report may indicate a change in the market, change in evaluation criteria, or change of focus by the vendor.
No vendors were added in this report.
Vendors or products dropped from one year to the next may indicate a change in the market, change in evaluation criteria, or change of focus by the vendor.
No vendors were dropped in this report.
The Forrester Wave evaluation is an assessment of the top vendors in the market; it doesn't represent the entire vendor landscape. Additional vendors that Forrester considers to be notable for enterprise clients can be found in the corresponding report: The Customer Relationship Management Software For Financial Services Landscape, Q3 2024.
A: Oracle and Pegasystems declined to participate in the full Forrester Wave evaluation process. For vendors that are not full participants, Forrester uses primary and secondary research in its analysis, including public information, data gathered via briefings, and independently sourced customer interviews to score the vendor.