Studies & Reports

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

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

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

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 , Compliance/Regulation

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 : Operational excellence/Cost efficiency , Insurance Products & Services , Digital/Mobile channels

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

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

Insurance in Central Europe: On the path towards full automation of the back office
Study Roland Berger, May 2016
Expectations of consumers are increased by the tech-native companies which define the new digital standard for everybody as well. Insurance companies also need to join and form the trend of digitalization…

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

Innovative new players in retail financial services
Digest Efma, April 2016
This report from Efma is an overview of the new players in retail financial services which launched around the world in 2015, challenging the established banks and insurers with innovative strategies…

Keywords : Fintech

World Retail Banking Report 2016
Study Capgemini, April 2016
As FinTech firms target key aspects of the banking value chain creating disintermediation, banks are seeking to play a central role in today’s evolving digital ecosystems to remain relevant while…

Keywords : Strategy , Fintech , Customer experience

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.

Check out the Efma reports brochure for more information about the 2016 reports and the reports to come.

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