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  Our IDC Financial Insights' analysts have planned dozens of research projects to help you get the most out of your business in the coming year. The information presented here represents some of our current plans.

IDC Insights research can become the foundation or springboard for custom consulting projects, such as evaluating new business opportunities, understanding a market segment, exploring new technologies for your operations, improving knowledge of your customers, increasing customer satisfaction, and developing a competitive strategy.

Because Research Agendas may change during the course of the year, regularly check this section for updates. To learn more about our planned research agenda, please contact us.

Asia/Pacific IT Banking Strategies
IDC Financial Insights' Asia/Pacific IT Banking Strategies Advisory Service offers a unique look at the Asian banking sector and provides decision makers with a comprehensive array of actionable information, including business model analysis, market-entry strategies, competitive positioning, information technology trends, and market forecasts. This regional advisory service helps financial institutions and technology providers that operate within Asia/Pacific to grow their businesses, maximize returns, and boost customer retention.

Document Type Document Title Publish Date
Business Strategy ASEAN Economic Community: Banking Implications Oct-Dec 2011
Business Strategy Innovation in Banking Part 3: Role of Vendors and Technology Partners Oct-Dec 2011
Business Strategy Utilities, SSCs, and COEs in the Regional Franchise Oct-Dec 2011
Top 10 Predictions Asia/Pacific Banking Top Ten Predictions 2012 Oct-Dec 2011
Perspective How Can Business Intelligence Impact Profit? Oct-Dec 2011
Business Strategy Guidelines on Cloud Computing Give More Clarity on What Can be Done Jan-Mar 2012
Vendor Assessment IDC Marketscape: Card Management Vendor Propositions Jan-Mar 2012
Business Strategy Executive Outlook Report 2012 Jan-Mar 2012
Business Strategy The Super-Regional Institutions Jan-Mar 2012
Business Strategy Case Study: TMB and Smarter Banking Jan-Mar 2012
Business Strategy ASEAN Economic Community: Emerging Disruptor in Banking Jan-Mar 2012
Business Strategy Detailed Country Report - Philippines Apr-Jun 2012
Business Strategy Detailed Country Report - Indonesia Apr-Jun 2012

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Asia/Pacific Insurance Strategies
IDC Financial Insights' Asia/Pacific Insurance Strategies Advisory Service provides clients with timely and actionable information about the impact of current and emerging technologies on the individual life and annuity market and the personal lines of the property/casualty market as well as analysis on a firm's position within the industry. Our research advisory service provides ongoing research reports, analyst access, and admission to content-rich conferences and Webcasts. We deliver essential guidance on the strategic and operational implications of technology's impact on the insurance industry: its structure, companies, customers, sales channels, and products.

Document Type Document Title Publish Date
Business Strategy Malaysia & Singapore Insurance Roundtable - Proceedings Report Oct-Dec 2011
Top 10 Predictions Asia/Pacific Insurance 2012 Top 10 Predictions Oct-Dec 2011
Best Practices Embracing a Tech-Savvy Culture: Highlighting the New Technology Initiatives for Insurance with Case Studies from Around Asia (Series 1) Oct-Dec 2011
Best Practices Embracing a Tech-Savvy Culture: Highlighting the New Technology Initiatives for Insurance with Case Studies from Around Asia (Series 2) Oct-Dec 2011
Business Strategy IT Governance in Insurance Jan-Mar 2012
Business Strategy Detailed Regional Report: Developments in the ASEAN Insurance Scene Apr-Jun 2012
Business Strategy Demographic Shifts in Greying Asia: How are the Insurers Reshaping Offerings? Apr-Jun 2012

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Asia/Pacific IT Benchmarking Strategies
IDC Financial Insights' Asia/Pacific IT Benchmarking Strategies Advisory Service continuously reviews the IT infrastructure spending and outsourcing patterns of the top 50 banks in the region. Decision makers can use this research as a tool to develop concise knowledge on the financial services industry and monitor IT developments in the financial services industry.

Document Type Document Title Publish Date
Business Strategy IT Spending in Thailand - RT Proceedings Oct-Dec 2011
Business Strategy IT Spending in Indonesia - RT Proceedings Oct-Dec 2011
Business Strategy IT Spending in China Banks Oct-Dec 2011
Business Strategy IT Spending in Singapore Oct-Dec 2011
Perspective IT Spending Outlook for Asia/Pacific Banks Oct-Dec 2011
Business Strategy IT Spending in Hong Kong Jan-Mar 2012
Business Strategy Cost Opportunities in cloud Jan-Mar 2012
Business Strategy Mid-tier bank spending Apr-Jun 2012
Business Strategy App Wars: Who is Winning Apr-Jun 2012
Business Strategy Best Practices: Single Customer Views Jul-Sep 2012
Business Strategy Channel Spending Jul-Sep 2012

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Asia/Pacific Risk Management Strategies
IDC Financial Insights' Asia/Pacific Risk Management Strategies Advisory Service research has created the benchmark definition of the technology infrastructure required to support a comprehensive view of risk. This research helps financial institutions make mission-critical decisions on their investments in a variety of risk technologies and advises providers of these technologies on successful strategies for market entry and penetration.

Document Type Document Title Publish Date
Business Strategy An Industry Intelligence Approach to Fighting Insurance Fraud Oct-Dec 2011
Business Strategy National Authentication Framework: What's in your money? Oct-Dec 2011
Business Strategy Navigating the Current Landscape for Treasury Risk Oct-Dec 2011
Vendor Assessment Asia/Pacific Vendor Landscaping: ALM Vendors Oct-Dec 2011
Business Strategy The Next Wave of Challenges & Opportunities for the CRO: Survey Notes from the CRO Roundtable Jan-Mar 2012
Perspective Risk Management Issues in Asia/Pacific (2H2011) Jan-Mar 2012
Best Practices Risk Case Studies Apr-Jun 2012

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Banking Solutions Market Share Guide
IDC Financial Insights' Banking Solutions Market Share Guide examines solution-specific vendor revenue for the top worldwide banking vendors. Solutions covered include payments fraud management, core banking, and mobile banking and payments. Unlike products that examine horizontal vendor revenue from either the hardware, software, or services perspective, this product examines industry-specific vendor revenue at the solution level and provides a holistic view of the top vendors in a particular industry. This product can be used by strategic planners, market analysts, and others seeking to understand the opportunities by solution and industry.

Document Type Document Title Publish Date
Pivot table Banking Solutions Market Share Guide - Annual Apr-Jun 2012
Pivot table Banking Solutions Market Share Guide - Mid-year Update Oct-Dec 2012

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Canadian Financial Advisory Service
IDC Financial Insights' Canadian Financial Advisory Service equips financial institutions and IT vendors with the market insights, competitive analysis, and demand-side adoption trend information necessary to make informed, critical decisions on their technology investments and market positioning. By assessing the business drivers unique to the Canadian market and the related technology enablers, we help clients better target and focus on the key IT opportunities in one of Canada's largest IT market segments, the financial services sector. This advisory service examines the strategies organizations are using across core systems, enterprise applications, and infrastructure technologies. Our in-country advisors actively engage with management teams to provide strategic guidance to the financial services and vendor communities.

Document Type Document Title Publish Date
Top 10 Predictions Worldwide Financial Services 2012 Top 10 Predictions: Beginning To Rebuild Oct-Dec 2011
Perspective Mobile Wallet and NFC Oct-Dec 2011
Perspective Mobile Insurance Jan-Mar 2012
Pivot Table Canadian IT 2012-2016 Forecast by Vertical Market Apr-Jun 2012
Pivot Table Canadian FS 2012-2016 Forecast Apr-Jun 2012
Business Strategy Trends in Canadian Banking Jul-Sep 2012
Business Strategy Trends in Canadian Insurance Jul-Sep 2012
Business Strategy Trends in Canadian Financial Markets Jul-Sep 2012
Perspective Canadian Regulatory Environment, Financial Services and IT Oct-Dec 2012
Perspective Analytics Oct-Dec 2012
Top 10 Predictions Worldwide Financial Services 2013 Top 10 Predictions Oct-Dec 2012

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Commercial Banking Strategies
As banks reevaluate their portfolios and sources of revenue, their commercial and institutional lines of business are getting the much needed attention. The global transaction services operations, commercial and institutional lending groups, and treasury and trade businesses can deliver all important recurring revenue to institutions. To compete more effectively for this lucrative business, commercial banks are investing to build revenue and increase customer satisfaction.

Document Type Document Title Publish Date
Top 10 Predictions Top 10 Financial Services Predictions 2012- Global Oct-Dec 2011
Pivot Table Worldwide Commercial Banking Spending Forecasts Oct-Dec 2011
Vendor Assessment IDC MarketScape: US Commercial Account Analysis System Vendors Oct-Dec 2011
Perspective SWIFT and the EBAM Utility - Piloting an Industry Utility Oct-Dec 2011
Best Practices Commercial Real Estate Portfolio Management - Capital Group Case Study Jan-Mar 2012
Technology Selection 2012 Predictions Jan-Mar 2012
Perspective Public Cloud Applications for Commercial Banking Jan-Mar 2012
Best Practices Commercial Payment Gateways - the RBS Story Apr-Jun 2012
Methods and Practices Technology Trends in North American Corporate Treasury Apr-Jun 2012
Perspective Update on Commercial Account Access and Security Concerns Apr-Jun 2012
Vendor Assessment IDC MarketScape: Commercial Transaction Gateway System Vendors Jul-Sep 2012
Business Strategy Bank Treasury Management and Capital Adequacy Jul-Sep 2012
Perspective Planning for 2013: What's in the Budget Wish Lists Jul-Sep 2012
Pivot Table Worldwide Commercial Banking Spending Forecasts Oct-Dec 2012
Perspective Trade and Treasury in Asia: The Update from Sibos Oct-Dec 2012
Methods and Practices Treasurers and Mobility: The Current State of Play Oct-Dec 2012
Top 10 Predictions Top 10 Predictions for 2013 in Financial Services Oct-Dec 2012

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Consumer Banking Strategies
IDC Financial Insights' Consumer Banking StrategiesAdvisory Service research provides critical analysis of the opportunities and options facing retail banks as they wrestle with their technology plans and investment decisions. This research delivers key insights regarding the business drivers of and value delivered from consumer banking technology investments.

Document Type Document Title Publish Date
Top 10 Predictions Top 10 Financial Services Predictions 2012 Oct-Dec 2011
Business Strategy 2011 Retail Mobile Banking Vendor Survey Results Oct-Dec 2011
Perspective BAI Retail Delivery and 2011 Fall Finovate Conference Perspectives Oct-Dec 2011
Business Strategy 2011 Consumer Banking Channel Preferences Survey Results Jan-Mar 2012
Business Strategy 2012 State of the Union Banking Industry Jan-Mar 2012
Perspective An Update on Branch and ATM Enhancements: Is There Anything New? Jan-Mar 2012
Technology Selection Core Banking Update: 2011 North American Core Banking Deals Apr-Jun 2012
Perspective Latest Trends in Cloud Computing For Consumer Banking Apr-Jun 2012
Business Strategy Banking Technology Buying: Results for 2012 IDC Vertical Group Survey Apr-Jun 2012
Vendor Assessment IDC MarketScape: Mobile Banking & Payment Jul-Sep 2012
Business Strategy 2012 Consumer Preferences Survey: Mobile Banking Jul-Sep 2012
Perspective Social Media and Banking Industry Update Jul-Sep 2012
Vendor Assessment IDC MarketScape: Online Financial Management Software Vendor Review Oct-Dec 2012
Business Strategy 2012 Consumer Preferences Survey: Consumer Banking Oct-Dec 2012
Perspective BAI Retail Delivery and 2012 Fall Finovate Conference Perspectives Oct-Dec 2012
Top 10 Predictions Top 10 Predictions for 2013 in Financial Services Oct-Dec 2012

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European Banking IT Strategies
The goal of the European Banking IT Strategies service is to assist financial institutions exploiting IT solutions to maximize returns and retain customers and to help technology vendors further define and execute their strategic marketing programs. Our locally based analysts, supported by in-country technology specialists, actively review self-service delivery and front-, middle-, and back-office systems as well as the development of multichannel banking.

Document Type Document Title Publish Date
Best Practices SME Servicing: New Entrants & Opportunities for Growth Oct-Dec 2011
Business Strategy Getting to Grips with Master Data Management in Retail Banking Oct-Dec 2011
Perspective Are Trusted Service Managers Vital to the Success of Mobile Payments? Oct-Dec 2011
Top 10 Predictions Top 10 Financial Services Predictions for 2012 - EMEA Jan-Mar 2012
Vendor Assessment IDC MarketScape: European Mobile Banking and Payments Software: 2012 Assessment Jan-Mar 2012
Perspective EMEA Banking IT Spending in 2012 Jan-Mar 2012
Technology Selection EMEA Core Banking Deals 2012 Apr-Jun 2012
Best Practices Channel Integration in the Age of Social CRM Apr-Jun 2012
Perspective What's Keeping Banking CIOs Awake at Night? Apr-Jun 2012
Business Strategy Making Best Use of the Cloud in European Banking Jul-Sep 2012
Methods and Practices Securing the Mobile Channel in Retail and Corporate Banking Jul-Sep 2012
Perspective Taking Stock of the Technological Impacts of New Regulatory Policies Jul-Sep 2012
Business Strategy Enterprise Fraud Management: The Business Case Oct-Dec 2012
Business Strategy Payment Hubs: Who is Best in Class? Oct-Dec 2012
Perspective Are Contactless Mobile Payments Taking Root in the EMEA Market? Oct-Dec 2012
Methods and Practices The Role Of Search Based Applications In Financial Services Oct-Dec 2012

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Securities and Investment Management Strategies
The Securities and Investment Management Strategies advisory service examines the impact of trading technologies and market conditions on the technology infrastructures and business models of buy- and sell-side firms, brokers, wealth managers, transaction processors, exchanges, and alternative trading systems. This advisory service is designed to provide global perspectives across all geographies, examining best practices and market leaders, wherever they may be

Document Type Document Title Publish Date
Top 10 Predictions Top 10 Financial Services Predictions 2012 - North America Oct-Dec 2011
Methods and Practices Capital Markets Technology Vendor and Buying Trends Series: Hardware, Software and Services Oct-Dec 2011
Perspective Trade Operations: Driving Efficiency in the Investment Management Back Office Oct-Dec 2011
Top 10 Predictions Worldwide Capital Markets 2012 Top 10 Predictions Jan-Mar 2012
Best Practice Case Study - Marco Polo Securities Cloud Jan-Mar 2012
Perspective Competitive Landscape in Online Retail Trading Jan-Mar 2012
Pivot Table Global Capital Markets IT Spend Apr-Jun 2012
Vendor Assessment IDC Marketscape: Portfolio Management Systems Apr-Jun 2012
Perspective Analytics and Visualization Adoption Trends Apr-Jun 2012
Best Practice Case Study: Capital Markets Unstructured Data Jul-Sep 2012
Methods and Practices Trading Network: Latency Requirements and Market Adoption Trends Jul-Sep 2012
Perspective Capital Markets Regulatory and Compliance Update Jul-Sep 2012
Vendor Assessment IDC Marketscape: Market Data Providers Oct-Dec 2012
Pivot Table Global Capital Markets IT Spend Oct-Dec 2012
Perspective Consumer Mobile Trading Trends Oct-Dec 2012
Top 10 Predictions Top 10 Predictions for 2013 in Financial Services Oct-Dec 2012

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Worldwide Banking IT Spending Guide
The IDC Financial Insights Pivot Table presents our Worldwide Banking IT Spending Guide, a dynamic query tool for spending forecasts across a broad range of spending segmentations. Forecasts for the five years 2007-2011 are available for IT spending (in U.S. dollars) and growth rate percentages. The spending guide tool takes our forecasts to the next level as users may now target particular segments of IT spending within our functional taxonomy. A user can, for example, query software spending at tier 1 commercial banks or dive deeper by actual application solutions, such as mortgage systems.


Document Type Document Title Publish Date
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Banking Spending Guide - Annual Apr-Jun 2012
Business Strategy Global Banking Taxonomy Update 2012 Apr-Jun 2012
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Banking Spending Guide - Mid-year Update Jul-Sep 2012

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Worldwide Capital Markets IT Spending Guide
The IDC Financial Insights Pivot Table presents our Worldwide Capital Markets Spending Guide, a dynamic query tool for spending forecasts across a broad range of spending segmentations. Forecasts for the five years 2007-2011 are available for IT spending (in U.S. dollars) and growth rate percentages. The spending guide tool takes our forecasts to the next level as users may now target particular segments of IT spending within our functional taxonomy.

Document Type Document Title Publish Date
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Capital Markets Spending Guide - Annual Apr-Jun 2012
Business Strategy Global Capital Markets Taxonomy Update 2012 Apr-Jun 2012
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Capital Markets Spending Guide Mid-year Update Jul-Sep 2012

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Worldwide Insurance IT Spending Guide
The IDC Financial Insights Pivot Table presents our Worldwide Insurance Industry IT Spending Guide, a dynamic query tool for spending forecasts across a broad range of spending segmentations. Forecasts for the five years 2007-2011 are available for IT spending (in U.S. dollars). Both absolute spending and compound annual growth rates are provided. The spending guide tool takes our forecasts to the next level as users may now target particular segments of IT spending within IDC Financial Insights' functional taxonomy. A user can, for example, query software spending at tier 1 property and casualty companies or dive deeper and view spending by actual application solution, such as claims management.

Document Type Document Title Publish Date
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Insurance Spending Guide - Annual Apr-Jun 2012
Business Strategy Global Insurance Taxonomy Update 2012 Apr-Jun 2012
Pivot Table Worldwide IT Spending 2010-2015: Worldwide Insurance Spending Guide Mid-year Update Jul-Sep 2012

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Worldwide Insurance Strategies
While the global insurance industry is experiencing a generally improved business environment, it continues to be challenged by a number of factors including regulatory/compliance changes, revenue replacement, and constant cost pressure. To continue to adapt and compete, insurance carriers need to embrace strategies around streamlining processes, cost cutting, and improving customer service. IT is a central component to all these strategies, and its role has become more important than ever to ensure success. However, IT must also deal with constantly changing and sometimes disruptive trends that today include cloud computing, virtualization, mobile, and social media.

Document Type Document Title Publish Date
Top 10 Predictions Worldwide Financial Services 2012 Top 10 Predictions Oct-Dec 2011
Methods and Practices What's on the CIO Agenda? Vertical Markets Survey Results Oct-Dec 2011
Methods and Practices Solvency II - Catalyst for Change Jan-Mar 2012
Perspective Voice of the Customer: Social Media and Insurance Jan-Mar 2012
Business Strategy Insurance Breaks Through the Clouds Apr-Jun 2012
Business Strategy Trends for Mobility within Insurance Apr-Jun 2012
Business Strategy Paper Trail: Can Insurers Break The Habit? Jul-Sep 2012
Perspective P&C: Which Distribution Channels are Best? Jul-Sep 2012
Business Strategy North of the Border: Trends in Canadian Insurance Oct-Dec 2012
Top 10 Predictions Top 10 Predictions for 2013 in Financial Services Oct-Dec 2012

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Worldwide Payment Strategies
Today's payments industry has reached an unprecedented level of competitiveness among banks, nonbanks, and vendors. Newer payment methods are augmenting payment systems that have remained unchanged for generations. Banks and payment processors face increasingly complex and risky decisions, and the stakes have never been higher. In this turbulent market, banks and payment processors need more than facts and figures to succeed; they need critical analysis and insightful decisions.

Document Type Document Title Publish Date
Vendor Assessment IDC MarketScape: Payment Fraud and Anti-Money Laundering Software Oct-Dec 2011
Top 10 Predictions Top 10 Predictions for 2012 in Financial Services Oct-Dec 2011
Perspective What's In Your Mobile Wallet? A Panel Overview Oct-Dec 2011
Methods and Practices Financial Supply Chain Management Jan-Mar 2012
Business Strategy Merchant-Funded Rewards Jan-Mar 2012
Perspective BAI Payments Connect Conference Report Jan-Mar 2012
Best Practices Cracking the Healthcare Payments Code Apr-Jun 2012
Vendor Assessment IDC MarketScape: Enterprise Payments Software Apr-Jun 2012
Perspective NACHA Payments 2011 Conference Report Apr-Jun 2012
Technology Selection Mobile Payments: Where to Invest Jul-Sep 2012
Business Strategy Results of the 2012 Consumer Payments Survey Jul-Sep 2012
Perspective Durbin One Year Later Jul-Sep 2012
Vendor Assessment IDC MarketScape: Debit Processing Software and Services Oct-Dec 2012
Perspective 2012 State of Payments Oct-Dec 2012
Top 10 Predictions Top 10 Predictions for 2013 in Financial Services Oct-Dec 2012

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Worldwide Risk Management Strategies
IDC Financial Insights' Worldwide Risk Management Strategies Advisory Service research has created the benchmark definition of the technology infrastructure required to support a comprehensive view of risk. This service helps financial institutions make mission-critical decisions on their investments in a variety of risk technologies and advises providers of these technologies on successful strategies for market entry and penetration.

Document Type Document Title Publish Date
Best Practices Dodd Frank Technology Implications Oct-Dec 2011
Vendor Assessment IDC MarketScape: Financial Crimes Management Solutions Market Oct-Dec 2011
Top 10 Predictions Global Risk Top 10 Predictions Oct-Dec 2011
Technology Selection Cloud-based Risk Services - Trends and Adoption Strategies Jan-Mar 2012
Perspectives Consumer Protection for Mobile Finance Jan-Mar 2012
Methods and Practices Solvency II - Compliance or Catalyst for Change Jan-Mar 2012
Perspectives Modernization Risk - Developed vs Emerging Economies Jan-Mar 2012
Business Strategy Hedge Fund Risk - Open Protocol for Risk Aggregation Apr-Jun 2012
Vendor Assessment IDC MarketScape: Trade and Risk Management Solutions Apr-Jun 2012
Business Strategy ERM Adoption in Latin American Financial Institutions Apr-Jun 2012
Pivot Table Risk Management Technology Spending Jul-Sep 2012
Technology Selection Chinese Capital Markets Jul-Sep 2012
Methods and Practices Global Risk Management Roundtable Jul-Sep 2012
Technology Selection Liquidity and ALM Solutions - Global Market Shares Oct-Dec 2012
Technology Selection Cloud Based Risk Service - Market Assessment Oct-Dec 2012
Top 10 Predictions Global Risk Top 10 Predictions Oct-Dec 2012

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