Studies & Reports

Internet of things and insurance
Study Roland Berger, March 2015
Roland Berger Strategy Consultants and Efma are glad to announce the “Internet of things and insurance” study. This document is based on a recent three session think tank. Context : •…

Keywords : Insurance Products & Services , Internet of things

Wealth management and private banking: Connecting with clients and reinventing the value proposition
Study Deloitte, March 2015
Deloitte and Efma are pleased to present you the results of our recent survey, providing a perspective on the evolution of client value propositions in Wealth Management and Private Banking. We invite…

Keywords : Affluent/Private

Asia mass affluent banking survey
Study Nomura Research Institute, March 2015
Mass Affluent Banking is a key focus for many banks in Southeast Asia, and more broadly for banks throughout other parts of Asia as well. The reason, as one banker described it, is that even though less…

Keywords : Affluent/Private

Next steps in cyber security
Study Deloitte, March 2015
Deloitte and Efma conducted a survey of 80 professionals across the financial services sector, 70 percent directly from banking institutions. 35 percent of respondents work in the IT department of their…

Keywords : Cybersecurity/Authentication

Digitisation in practice: Transforming investment services for affluent clients
Study Objectway, March 2015
Efma and Objectway are delighted to present our joint publication: “Digitisation in Practice: Transforming Investment Services for Affluent Clients”. The purpose of this report is to provide…

Keywords : Affluent/Private , Operational excellence/Cost efficiency , Digital/Mobile channels

Alternative client acquisition strategies
Study Efma, March 2015
For years, branches have been the traditional and main client acquisition channel for retail banks. In the current context, this equation is set to evolve as overall consumption habits (e.g. wide adoption…

Keywords : Customer acquisition , Customer

World Insurance Report 2015
Study Capgemini, February 2015
The World Insurance Report 2015 from Capgemini and Efma analyzes the major disruptions Insurers of the Future are likely to face, including: changing demographics, evolving customer demands, technology…

Keywords : Insurance Products & Services , Operational excellence/Cost efficiency

Retail banking in emerging countries
Regional review Orange Business Services, January 2015
This report from Orange Business Services and Efma brings together insight and opinion from experts from across the retail financial services industry to discuss the current state of play in emerging…

Keywords : Bank Products & Services , Sustainable development , Operational excellence/Cost efficiency

Going digital: The banking transformation road map
Study Efma, A.T. Kearney, January 2015
Banks worldwide are looking to improve their digital capabilities: from delivering omni-channel experiences, to one-click straight-through-processing to enhanced app suites and customer tools - change…

Keywords : Operational excellence/Cost efficiency , Digital/Mobile channels

Retail banking in CEE - The benefit of the crisis: Gaining efficiency
Study Efma, Sberbank, December 2014
Roland Berger Strategy Consultants and Efma, kindly endorsed by Sberbank Europe, conducted a holistic review on gaining efficiency and governance model optimization efforts in the CEE banking region.…

Keywords : Operational excellence/Cost efficiency , Strategy

Efma reports

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