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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.
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Asia/Pacific IT Banking Strategies
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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.
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| Document Type | Document Title | Publish Date |
| Top 10 Predictions | Top Ten Predictions 2013 | Oct-Dec 2012 |
| Executive Brief | Asia/Pacific Banking Outages - The 2011-2012 Tally | Oct-Dec 2012 |
| Business Strategy | Business Strategy: Risk Management Spending in 2012 to 2014 | Oct-Dec 2012 |
| Business Strategy | What ASEAN Economic Community Means in AP Banks | Oct-Dec 2012 |
| Business Strategy | The Five "Hot Markets" in Asia/Pacific in 2013 | Jan-Mar 2013 |
| Business Strategy | Ten Innovations in Retail Payments Most Likely to Succeed | Jan-Mar 2013 |
| Business Strategy | Asia/Pacific Mergers and Acquisitions: Technology Implications | Jan-Mar 2013 |
| Technology Selection | Payment Technology Vendor Assessment | Jan-Mar 2013 |
| Business Strategy | Best Practices: Corporate Payments Strategies | Apr-Jun 2103 |
| Business Strategy | Social Media in Banking 2012 | Apr-Jun 2103 |
| Business Strategy | New CRM Adoption Trends | Apr-Jun 2103 |
| Business Strategy | Cloud Computing Regulatory Clarity | Apr-Jun 2103 |
| Technology Selection | Locational Intelligence in Action | Jul-Sep 2013 |
| Business Strategy | Customer Loyalty Strategies | Jul-Sep 2013 |
| Technology Selection | Core Banking Deals 2013 | Jul-Sep 2013 |
| Best Practices | Outsourcing Strategies in Asia/Pacific Banks | Jul-Sep 2013 |
| Best Practices | Leading Corporate Banks and Technology Strategies | Oct-Dec 2013 |
| Executive Brief | Big Data Adoption in Risk Management | Oct-Dec 2013 |
| Methods and Practices | Risk-Based Optimization | Oct-Dec 2013 |
| Top 10 Predictions | 2014 Top 10 Predictions | Oct-Dec 2013 |
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Bank Technology Management Strategies
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The Bank Technology Management Strategies advisory service will focus on the enterprise-wide solutions and strategies banks are employing to serve customers, meet financial goals, and transform their business models. The banking industry is at a crossroads - recovering from the financial crisis and embracing new technology-based initiatives such as cloud computing, big data, social media, and mobile devices. In this service, we will discuss some of these broad topics, as well as core banking transformation, vendor management, and business process operations issues.
| | Document Type | Document Title | Publish Date |
| Top 10 Predictions | 2013 Worldwide IDC Financial Insights Predictions | Oct-Dec 2012 |
| Methods and Practices | Managing Vendors in the Cloud | Oct-Dec 2012 |
| Pivot Table | Back-Office Technologies: Where are Banks Investing? | Oct-Dec 2012 |
| Perspective | Report Out from OracleWorld | Oct-Dec 2012 |
| Business Strategy | Cloud Maturity Model | Oct-Dec 2012 |
| Best Practices | Case Study - Analytics and Next Generation Marketing | Jan-Mar 2013 |
| Methods and Practices | Vertical Markets Survey - What Bankers are Spending on Technology | Jan-Mar 2013 |
| Vendor Assessment | Finovate Fall 2012 Vendor Assessment | Jan-Mar 2013 |
| Business Strategy | 2013 State of US Banking Market: Trends on Industries Health | Jan-Mar 2013 |
| Business Strategy | Cloud and its Ability to Transform Technology and Business Models | Jan-Mar 2013 |
| Business Strategy | 2012 Core Banking Deals Report | Apr-Jun 2013 |
| Best Practices | Surviving Heart Surgery: One Bank's Experience with Core Replacement | Apr-Jun 2013 |
| Technology Selection | BPO and the Evolution of Business as a Service | Jul-Sep 2013 |
| Technology Selection | Relationship-based Pricing: The End of the Free Lunch | Jul-Sep 2013 |
| Vendor Assessment | IDC MarketScape: Consumer Onboarding Solutions | Jul-Sep 2013 |
| Business Strategy | Social Business Pillar Research: How Financial Institution Can Clear Hurdle To Next Level of Social Business | Oct-Dec 2013 |
| Business Strategy | Corporate Customer Connectivity: Latest Developments and Trends | Oct-Dec 2013 |
| Top 10 Predictions | 2014 Worldwide IDC Financial Insights Predictions | Oct-Dec 2013 |
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Customer-Centric Bank Strategies
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The Customer-Centric Bank Strategies research advisory service provides critical analysis of the opportunities and options facing banks as they wrestle with their technology plans and investment decisions in alignment with their strategic goals. This research delivers key insights regarding the business drivers of and value delivered from customer-facing banking technology investments.
| | Document Type | Document Title | Publish Date |
| Top 10 Predictions | 2013 Worldwide IDC Financial Insights Predictions | Oct-Dec 2012 |
| Methods and Practices | Vendor Management: Tough Love Between Financial Institution and FinTech Vendors | Oct-Dec 2012 |
| Perspective | BAI Retail Delivery 2013: What Is New In Customer Centric Technology | Oct-Dec 2012 |
| Business Strategy | Consumer Channel Preference Survey: Long Live The Branch - Maybe! | Oct-Dec 2012 |
| Business Strategy | Customer Satisfaction Index: Taxonomy and Maturity Model for Digital Delivery | Jan-Mar 2013 |
| Vendor Assessment | Finovate Fall 2012 Vendor Assessment | Jan-Mar 2013 |
| Business Strategy | 2013 State of US Banking Market: Trends on Industry Health and Direction | Jan-Mar 2013 |
| Perspective | Impact of Mobile on Personal Financial Management Solutions | Apr-Jun 2013 |
| Business Strategy | Consumer Channel Preference Survey: Online Banking Threats Come From Within | Apr-Jun 2013 |
| Business Strategy | Consumer Channel Preference Survey: Social Networking in Retail Banking - It's A Numbers Game | Apr-Jun 2013 |
| Vendor Assessment | IDC MarketScape: Consumer Onboarding Solutions | Jul-Sep 2013 |
| Business Strategy | Consumer Channel Preference Survey: ATM Technology Advances Important in Multi-Channel Strategy | Jul-Sep 2013 |
| Best Practices | Latest Impact of Know Your Customer and Anti-Money Laundering | Jul-Sep 2013 |
| Business Strategy | Consumer Channel Preference Survey: Mobile Banking Taking Giant Leaps In Customer Adoption | Jul-Sep 2013 |
| Business Strategy | Social Business Pillar Research: How Financial Institution Can Clear Hurdle To Next Level of Social Business | Oct-Dec 2013 |
| Business Strategy | Corporate Customer Connectivity: Latest Developments and Trends | Oct-Dec 2013 |
| Top 10 Predictions | 2014 Worldwide IDC Financial Insights Predictions | Oct-Dec 2013 |
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European Banking IT Strategies
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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 |
| Perspective | Mobile Banking Adoption in Western Europe | Oct-Dec 2012 |
| Perspective | Will Mobile Payments Take Root in Western Europe | Oct-Dec 2012 |
| Perspective | Channel Preferences in Western Europe | Oct-Dec 2012 |
| Cloud | Cloud Adoption | Oct-Dec 2012 |
| Top 10 Predictions | EMEA Top 10 Predictions 2013 | Jan-Mar 2013 |
| Best Practices | Innovation Benchmarking Index (part I and II) | Jan-Mar 2013 |
| Business Strategy | Reflecting on Finnovate 2013 | Jan-Mar 2013 |
| Best Practices | Vocalink's Proxy Database Strengthens the Link Between Banking and Mobility | Jan-Mar 2013 |
| Perspective | Are European Banks Getting to Grips with the Big Data Challenge in their Multichannel Strategy? | Apr-Jun 2013 |
| Business Strategy | How Can European's Retail Banks Innovate for Competitive Advantage Using Third Platform Strategy? | Apr-Jun 2013 |
| Vendor Assessment | IDC MarketScape: Retail Core Banking | Apr-Jun 2013 |
| Perspective | Legacy Infrastructures a Ticking Time Bomb in the European Banking Sector | Apr-Jun 2013 |
| Perspective | Doing Banking with CRD IV/ Basel III | Apr-Jun 2013 |
| Best Practices | Catering to the Needs of HNWI Through Technological Innovations | Jul-Sep 2013 |
| Perspective | The Use of Cloud Computing in Risk Analysis | Jul-Sep 2013 |
| Vendor Assessment | Choosing an Appropriate Social CRM Platform | Jul-Sep 2013 |
| Perspective | Combating the Threat of Mobile Malware | Jul-Sep 2013 |
| Business Strategy | Regulatory Remit of Cloud Computing | Oct-Dec 2013 |
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Financial Services Solutions Market Share Guide
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IDC Financial Insights' Financial Services Solutions Market Share Guide examines solution-specific vendor revenue for the top worldwide banking vendors. Solutions covered include payments fraud management, core banking, mobile banking and payments, and liquidity and asset liability management. 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.
| | Document Type | Document Title | Publish Date |
| Pivot Table | Financial Services Solutions Market Share Guide - Mid-year Update | Oct-Dec 2012 |
| Pivot Table | Financial Services Solutions Market Share Guide - Annual - Expanded Offering | Oct-Dec 2012 |
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Middle East and Africa Banking IT Strategies
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IDC Financial Insights' Middle East and Africa Banking IT Strategies provides an in-depth analysis of IT in the financial services sector in select countries of the Middle East and Africa. The program helps technology vendors identify, understand, and address opportunities in the financial services sector by sizing IT spending, analyzing development trends, and assessment of the competitive environment. Special focus is given to sector areas with substantial ICT investments and examination of the pain points and circumstances that drove uptake and upgrades.
| | Document Type | Document Title | Publish Date |
| Top 10 Predictions | MEA Top 10 Predictions 2013 | Oct-Dec 2012 |
| Business Strategy | Compliance and IT in MEA Financial Services - Retail Banking | Jan-Mar 2013 |
| Business Strategy | Compliance and IT in MEA Financial Services - Insurance | Jan-Mar 2013 |
| Business Strategy | E-Banking and m-Banking: Reducing Costs and Improving the Customer Experience in MEA | Jan-Mar 2013 |
| Technology Selection | Vendor Assessment: IT Systems Providers for Islamic Finance | Apr-Jun 2013 |
| Business Strategy | Keeping it Safe: Banking, Big Data, and IT Security in MEA | Jul-Sep 2013 |
| Pivot Table | IT Spending in MEA Banking and Finance: 2012-2016 | Jul-Sep 2013 |
| Business Strategy | Customer Attraction and Retention: CRM and the Single View in Banking in MEA | Oct-Dec 2013 |
| Perspective | Finance Heuristics in MEA: The IT Spending Mindset | Oct-Dec 2013 |
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Worldwide Banking IT Spending Guide
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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 2011-2016: Worldwide Banking Spending Guide - Annual | Oct-Dec 2012 |
| Business Strategy | Global Banking Taxonomy Update 2012 | Oct-Dec 2012 |
| Pivot Table | Worldwide IT Spending 2011-2016: Worldwide Banking Spending Guide - Mid-year Update | Apr-Jun 2013 |
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Worldwide Capital Markets IT Spending Guide
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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 2011-2016: Worldwide Capital Markets Spending Guide - Annual | Oct-Dec 2012 |
| Business Strategy | Global Capital Markets Taxonomy Update 2012 | Oct-Dec 2012 |
| Pivot Table | Worldwide IT Spending 2011-2016: Worldwide Capital Markets Spending Guide Mid-year Update | Apr-Jun 2013 |
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Worldwide Insurance IT Spending Guide
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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 2011-2016: Worldwide Insurance Spending Guide - Annual | Oct-Dec 2012 |
| Business Strategy | Worldwide Insurance Taxonomy Update 2012 | Oct-Dec 2012 |
| Pivot Table | Worldwide IT Spending 2011-2016: Worldwide Insurance Spending Guide Mid-year Update | Apr-Jun 2013 |
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Worldwide Insurance Strategies
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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 | Top 10 Predictions for Worldwide Insurance 2013 | Oct-Dec 2012 |
| Business Strategy | ASEAN Insurance Survey - Tactical Strategies and Investment Priorities | Oct-Dec 2012 |
| Business Strategy | ASEAN Countries Report Series: Part 1 (Singapore, Malaysia) | Oct-Dec 2012 |
| Business Strategy | ASEAN Countries Report Series: Part 2 (Thailand, Indonesia, Philippines) | Oct-Dec 2012 |
| Best Practices | Leveraging the Mobility Edge in Insurance | Oct-Dec 2012 |
| Business Strategy | Realizing Growth within Emerging Insurance Markets Globally | Jan-Mar 2013 |
| Business Strategy | India Country Report: Banking on Technology for Growth | Jan-Mar 2013 |
| Executive Brief | Solvency II: Adoption Trends Across the Globe | Jan-Mar 2013 |
| Business Strategy | Engaging the 'Generation C' Breed of Insurance Consumers | Jan-Mar 2013 |
| Industry News | Enterprise Risk Management Breakthroughs for Insurers | Apr-Jun 2013 |
| Best Practices | Technology Efficiencies for Bancassurance | Apr-Jun 2013 |
| Best Practices | Core Technological Transformation: Global Case Studies | Jul-Sep 2013 |
| Technology Selection | Building the Next Generation Infrastructure | Jul-Sep 2013 |
| Best Practices | Leading Edge Technological Innovations in Asia/Pacific Non-Life Insurance | Jul-Sep 2013 |
| Perspective | Tools and Technologies for Effective Agency Channel Management | Jul-Sep 2013 |
| Vendor Assessment | Vendor Assessment: Offerings in Analytical Technologies for Insurance | Oct-Dec 2013 |
| Top 10 Predictions | Top 10 Predictions for Worldwide Insurance 2014 | Oct-Dec 2013 |
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Worldwide Payment Strategies
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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 |
| Top 10 Predictions | 2013 Top 10 Predictions | Oct-Dec 2012 |
| Vendor Assessment | IDC MarketScape: Business-to-Business Payment Hub 2012 Vendor Assessment | Oct-Dec 2012 |
| Perspective | Re-evaluating the Case for Financial Supply Chain Management | Oct-Dec 2012 |
| Vendor Assessment | IDC MarketScape: Bank-Centric Reward Platform 2013 Vendor Assessment | Jan-Mar 2013 |
| Technology Selection | Meeting the Security Challenge of Emerging Payment Channels | Jan-Mar 2013 |
| Perspective | Payments Regulation Roundup | Jan-Mar 2013 |
| Perspective | Enterprise Risk Management for Payments | Apr-Jun 2013 |
| Business Strategy | Embedding Payments in Cloud-Based Services | Apr-Jun 2013 |
| Business Strategy | 2013 Consumer Payments Survey | Apr-Jun 2013 |
| Technology Selection | The Evolution of Enterprise Payments | Jul-Sep 2013 |
| Perspective | Why Checks Refuse To Die - And What To Do About It | Jul-Sep 2013 |
| Technology Selection | Comparing the Digital Wallets: First Thoughts | Jul-Sep 2013 |
| Best Practices | Mobile Payments in Action Around the World: 2013 Case Studies | Oct-Dec 2013 |
| Perspective | Real-time ACH as an Enabler of Mobile Payments | Oct-Dec 2013 |
| Top 10 Predictions | 2014 Top 10 Predictions | Oct-Dec 2013 |
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Worldwide Risk Management Strategies
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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 |
| Top 10 Predictions | Worldwide Risk 2013 Top 10 Predictions | Oct-Dec 2012 |
| Pivot Table | IT Spending Guide - WW Risk Technology Spending, Taxonomy, and ROI Strategy | Oct-Dec 2012 |
| Perspective | High Performance Risk - Future of High Performance Risk Management Infrastructure | Oct-Dec 2012 |
| Technology Selection | Enterprise Mobile Device Security: Development Guidance to Tackle the Mobile Security Minefield | Oct-Dec 2012 |
| Vendor Assessment | IDC MarketScape: Leading Platforms in Wealth Management | Jan-Mar 2013 |
| Vendor Assessment | Data as a Service - Impact of 3rd Platform Technologies on Financial Data Services | Jan-Mar 2013 |
| Technology Selection | IT Security Vendors: Assessing the Top Vendors in Asia/Pacific | Jan-Mar 2013 |
| Methods and Practices | Risk Information Management - Best Practices for Improving Risk Information Performance | Apr-Jun 2013 |
| Perspective | Enterprise GRC - Where To Find Real Value From a Partner | Apr-Jun 2013 |
| Perspective | Financial Crimes Management - Making Sense of Anti-fraud Collaboration Options | Apr-Jun 2013 |
| Technology Selection | The Age Of The Chief Analytics Officer: Making An Enterprise Analytics Backbone Work | Apr-Jun 2013 |
| Methods and Practices | Cloud/Managed Security Services - Leading Methods and Practices | Jul-Sep 2013 |
| Vendor Assessment | IDC MarketScape: IT Infrastructure Outsourcing Services - Vendor Marketscape | Jul-Sep 2013 |
| Business Strategy | Pre-Trade Risk Management: Taking Incremental Steps Towards the Holy Grail | Oct-Dec 2013 |
| Executive Brief | Regulations for Emerging Technologies: An Asia/Pacific Perspective | Oct-Dec 2013 |
| Top 10 Predictions | Worldwide Risk 2014 Top 10 Predictions | Oct-Dec 2013 |
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Worldwide Securities and Investment Management Strategies
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The Worldwide 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 |
| Perspective | Meeting the Regulators' Call for Market Transparency: Global Derivatives Business Strategy | Oct-Dec 2012 |
| Top 10 Predictions | Top 10 Worldwide Securities and Investments Predictions for 2013: Structuring for Success | Jan-Mar 2013 |
| Methods and Practices | Remote Access to Infrastructure and Systems: From Which Locations, for What Tasks and from What Devices/Platforms | Jan-Mar 2013 |
| Business Strategy | Innovation in the Back Office: Building Out IT Infrastructure to Support Front Office Ingenuity | Apr-Jun 2013 |
| Vendor Assessment | IDC MarketScape: Preparing for a Cleared World: A Review of Sell-Side Infrastructure and Connectivity to Central Counterparties | Apr-Jun 2013 |
| Methods and Practices | Be Savvy, Be Social, Be Successful: Using Social Media Data for Equities Price Forecasting | Apr-Jun 2013 |
| Best Practices | Anywhere, Anytime and Always Aware: Risk Dashboards | Apr-Jun 2013 |
| Vendor Assessment | IDC MarketScape: Minimizing Cost and Maximizing Returns: Analyzing Cross Business/Product Data Streams to Optimize Collateral Allocation Across the Enterprise | Apr-Jun 2013 |
| Best Practices | The Latest Challenges Facing Data Governance Teams: Increasing Demands to (Capture, Record and) Report (Timely and Accurate) Information to the (Markets and) Regulators | Jul-Sep 2013 |
| Technology Selection | Social Monitoring of Sales and Trading: Protecting the Institution Against Data Leakage, Miscommunication and Market Abuse | Jul-Sep 2013 |
| Business Strategy | A Moving Target: Securing Personal Mobile Devices. | Jul-Sep 2013 |
| Methods and Practices | Demystifying Cloud Strategies: Cloud Computing and VLDBs | Oct-Dec 2013 |
| Top 10 Predictions | 2014 Top 10 Worldwide Financial Industry Predictions | Oct-Dec 2013 |
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