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RESEARCH REPORTS

We have recently completed 2 major research reports on best practices and innovation in retail banking with the European Financial Management & Marketing Association (EFMA).

Innovation in Retail Banking

Contact Us For Details

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FINANCIAL SERVICES

MARKET ANALYSIS, STRATEGIC INSIGHTS AND BEST PRACTICE 

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We review all of the main sources of easily accessible strategic research, opinion and analysis covering the global financial services industry on a monthly basis, and can recommend a number of articles and reports which provide strategic insights and best practice suggestions.

 

During the course of the last 2 years, we have reviewed many of the critical issues facing the financial services industry and have created a valuable database of useful references. We have highlighted below a few of the most interesting and useful recent reports by sector. There are many more we can recommend so please contact us if you want to get more information.

 

Banking

The Next Normal - Banking After The Crisis, McKinsey & Co, March 2010

 

Retail Financial Services

Retail Banking - Winning Strategies and Business Models, BCG, February 2010

 

Corporate & Investment Banking

The Next Generation Investment Bank, BCG, March 2009

 

Private Banking

European Private Banking Survey 2009, McKinsey & Co, September 2009

 

Asset Management

Review of Asset Management M&A in 2009, Jefferies & Co, February 2010

 

Insurance

World Insurance Report, EFMA/Capgemini, February 2009 

Insights Contents

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Insights homepage

 

  

Strategy Briefings

 

Banking Industry Survivors

 

 

Recommended Articles & Reports

 

Financial Services

A selection of mainly free in-depth reports on key sectors.

 

Strategic Management

A selection of mainly free articles and reports on key subjects.

 

  

 

Of the top 30 innovations of the last 30 years selected by Wharton Business School, only Microfinance and ATM's were included from the financial services industry.

...see Knowledge@Wharton