Studies & Reports



Retail financial services in Africa
Regional review KPMG, June 2015
As the home to seven of the ten fastest growing countries in the world, Africa is quickly becoming an attractive market for retail banking leaders across the globe. Indeed, the African financial services…

Keywords : Strategy , Bank Products & Services

Download the report


Stewarding data: Why financial services firms need a chief data officer
Study Capgemini Consulting, May 2015
Capgemini Consulting and Efma are glad to announce the forthcoming ‘Stewarding data: Why financial services firms need a chief data officer’ report. For this report, Capgemini and Efma interviewed…

Keywords : Big data

Download the report


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

Download the report


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

Download the report


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

Download the report


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

Download the report


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

Download the report


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

Download the report


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

Download the report


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

Download the report

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