Financial Services

Banks, credit unions, and other companies that provide transactional services including savings and investment accounts. Financial services research analyzes the impact of technology on how retail financial services are manufactured, sold, and serviced. This research helps banking, insurance, investment, and credit executives understand emerging trends in technology and how consumer attitudes will affect their adoption of new products and services. Our banking research has a special emphasis on electronic payments; our wealth management research is particularly strong on the electronic delivery of advice.


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  • For eBusiness & Channel Strategy Professionals

    Report: Why Google Bank Won't Happen

    Since 2010, Google has systematically built capabilities in areas such as digital wallets, payments, and comparison engines. These activities, as well as Google's reputation as one of the most d...

  • For eBusiness & Channel Strategy Professionals

    Report: 2014 Australian Mobile Banking Functionality Benchmark

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the four largest retail banks in Australia on 37 criteria. Australia's banks have...

    • Downloads: 17
  • For Infrastructure & Operations Professionals

    Report: Case Study: LBS-West Delivers Guaranteed Service Levels To Workforce

    Ensuring that business stakeholders, business users, and sales resources have every tool at their disposal and every roadblock removed in their commitment to win, serve, and retain customers is ...

    • Downloads: 17
  • For eBusiness & Channel Strategy Professionals

    Report: Make The Business Case For Mobile Insurance

    The wild west of mobile insurance is getting tamed. Not that long ago, building a mobile application was cheap, and business units were casually experimenting with mobile — and granted the...

    • Downloads: 69
  • For Enterprise Architecture Professionals

    Report: Customer-Centric Innovation Is The Future Of China's Banking Industry

    Enterprise architecture (EA) professionals at companies doing business in China should take a look at what the country's banking and financial services industry (BFSI) is doing to enable custome...

    • Downloads: 35
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Analysts who cover Financial Services