Studies & Reports



Creating the digital SME bank: Half-term report card
Study Oliver Wyman, May 2015
The digital revolution is changing the way that SMEs interact with their customers, suppliers, service providers and - of course - their banks. This report presented by Oliver Wyman and Efma is based…

Keywords : SME/Corporate , Digital/Mobile channels



Encouraging customers to save: Winning strategies
Study Wavestone, April 2015
This study conducted by Kurt Salmon and Efma aims at presenting the global current context of individual savings in developed countries. It will provide retail banks with clues and insights on strategies…

Keywords : Savings



World Retail Banking Report 2015
Study Efma, Capgemini, April 2015
As banking customers are lured away by new players, with their attractive digital value propositions, agility, and ability to invest, the World Retail Banking Report 2015, by Capgemini and Efma, explores…

Keywords : Fintech , back office , Customer experience , Customer service , Bank Products & Services



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

Efma reports


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