The new place of financial advisors in customer experience
Study
Wavestone,
October 2016
Financial services are still facing today the collateral effects of the financial crisis. Most of their efforts lately have been into responding to the new regulations, stabilizing their finances by making…
Keywords : Financial advice , Customer experience , AI/Robotics
Download the report
Central Europe banking outlook: Winning in the digital arms race
Study
Deloitte,
October 2016
This report examines the outlook for performance, consolidation and digitalization in the CE banking sector. It seeks to identify key drivers of profitability and balance sheet growth over the next three…
Keywords : Strategy
Download the report
Innovation in retail banking: The emergence of new banking business models
Study
Infosys Finacle,
October 2016
Efma and Infosys Finacle are proud to present the eighth annual study of innovation in retail banking. The theme of this year’s study is the emergence of new banking business models and how disruptive…
Keywords : Operations/New processes , Innovation , Fintech , Digital/Mobile channels
Download the report
Wealth management and private banking – Global market, global clients but local specificities
Study
Deloitte,
September 2016
Deloitte and Efma are delighted to present you the results of the second edition of the wealth management and private banking survey. This year, our white paper addresses challenges and opportunities…
Keywords : Affluent/Private
Download the report
Evolution of private banking and wealth management resulting from digitalisation
Study
Comarch,
September 2016
Some attributes of private banking do not – should not – change.Highly individual approach towards every single client, personal relationships between the bankers and the banked, an extra…
Keywords : Affluent/Private , Digital/Mobile channels
Download the report
Fintech & banking: Collaboration for disruption
Study
Axis Corporate,
September 2016
Efma and AXIS Corporate take great pleasure in presenting our combined FinTech & Banking publication.The age of banking 3.0 has moved on from its association with traditional brands to a new generation…
Keywords : Fintech , Innovation
Download the report
Moments of truth survey
Study
Pegasystems,
August 2016
This White Paper demonstrates the powerful but often under-rated impact of levels of service in financial institutions – particularly in relation to the point of contact with the customer. It shows…
Keywords : Customer experience , Customer service , Digital/Mobile channels , Regulation , Moment of truth
Download the report
Digitization of insurance distribution
Study
Roland Berger,
July 2016
Roland Berger and Efma are glad to announce the release of the “Digitisation of insurance distribution” report.Based on a two session think tank, it answers the four following questions:-…
Keywords : Operations/New processes , Insurance Products & Services , Digital/Mobile channels
Download the report
The internet of things: Disrupting insurance models
Digest
Efma,
July 2016
The rapid growth of the internet of things (IoT) is impossible to ignore. Already delivering clear benefits to areas such as energy, healthcare, agriculture, transport and buildings, this phenomenon –…
Keywords : Insurance Products & Services , Internet of things
Download the report
Blockchain - Out of the blocks: From hype to prototype
Study
KBC Securities, Deloitte,
May 2016
Leaders across financial services institutions are both concerned and excited by the businesses implications arising from blockchain technology. Firms across the globe have begun to educate themselves…
Keywords : Blockchain
Download the reportWith more than 30 reports published yearly, co-written with leading consulting and IT partners (Efma associate members), we offer a snapshot of market trends for you to get inspired through winning strategies developed on other continents.
Reports are only for Efma members. Is your institution an Efma member
Keep your finger on the pulse of the financial service sector thanks to Efma notifications.
Pre-order your copy of upcoming Efma reports and receive a notification when they are published.
Please login or create a new account to subscribe