Studies & Reports



Global distribution report
Study McKinsey & Company, July 2017
McKinsey & Efma are glad to announce their forthcoming Global distribution report. It will provide insights on the latest trends in retail financial service distribution.

Keywords : Distribution Channels

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Insurance in the mobile-first era
Study Comarch, July 2017
The future of insurance is definitely mobile, but how can we get the most out of it?Mobile is a part of a wider digital disruption. Thanks to it, many of us choose to stay online almost 24/7. We are a…

Keywords : Insurance Products & Services , Digital/Mobile channels , Insurance Products & Services

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Retail banking in Latin America
Regional review Efma, July 2017
Like in many parts of the developing world, digital transformation is beginning to make its mark on banks across Latin America. Smartphone and internet use rates continue to grow at an impressive rate;…

Keywords : Bank Products & Services , Operational excellence/Cost efficiency , Business strategy/Model

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Digital channels III
Study Exton Consulting, July 2017
In the third edition of this study dedicated to digital channels, 8 countries are being studied: France, Germany, Italy, Netherlands, Poland, Turkey, UK and a new country, Spain. The study aims at presenting…

Keywords : Digital/Mobile channels , Bank Products & Services

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Building the future of mobile banking - Part II
Study Wavestone, July 2017
In collaboration with Efma, Wavestone aims at designing the future outlines of mobile banking through 4 pillars covering all features of a bank.This intermediate report presents the study results on organization…

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

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Building the future of mobile banking - Part III
Study Wavestone, August 2017
In collaboration with Efma, Wavestone aims at designing the future outlines of mobile banking through 4 pillars covering all features of a bank.This intermediate report presents the study results on Security…

Keywords : Cybersecurity/Authentication , API/Open banking , Compliance/Regulation , Digital/Mobile channels

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World Insurance Report 2017
Study Capgemini Consulting, September 2017
Emerging technologies such as Internet of Things (IoT) and Blockchain have made their way into the foundation of new business models for the insurance industry. They are also enabling the proliferation…

Keywords : Insurance Products & Services , Fintech , Innovation , Digital/Mobile channels , Insurance Products & Services , Blockchain , Internet of things

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Digital transformation digest
Digest Efma, September 2017
Digital is transforming most, if not all aspects of the banking business.The digital transformation digest will show how banks can transform themselves to stay competitive and respond to the demand…

Keywords : Operational excellence/Cost efficiency

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World branch report 2017
Study Synechron Technologies, September 2017
The branch has been a central channel for brand building, customer engagement, and customer acquisition, but digital is undoubtedly changing how banks are thinking about this channel. Some are asking…

Keywords : Branch

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Robo-advisory: The future of banking financial advisory services
Study Axis Corporate, September 2017
Efma and Axis Corporate are working on the Insights for a "Robo-Advisory - The future of banking financial advisory services” report.There are several factors which are influencing the need to implement…

Keywords : Financial advice , Robotics/AI

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Efma reports


With 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