Category: Banking & Financial Services
Banking & Financial Services market research reports by IDC
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The Digital Accessibility Regulation Landscape: From the European Accessibility Act to International Regulations and the Impact on EMEA Companies
This IDC Market Note discusses the most relevant digital accessibility regulations impacting the EMEA region, including insights about and impacts on customers and employees."Digital accessibility and the broader DEI mandate is among the most discussed aspects in organizations across the globe. With ... Read More
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Kantox: Applying a Software-Driven Approach to Enterprise FX Risk Management
This Vendor Profile provides a vendor assessment and product overview of the Kantox FX risk management software solution. ... Read More
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AI Agent Use Case: Third-Party Risk Management for Financial Services
This IDC Perspective explores the increasing complexity of third-party risk management (TPRM) in financial services and how AI-driven automation is addressing inefficiencies caused by manual processes and fragmented data integration. The integration of agentic AI into third-party risk management is ... Read More
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State of FinOps Survey, 2025
This IDC Market Note discusses the FinOps Foundation’s latest annual State of FinOps Survey released on February 20, 2025. Companies continue to grow and expand FinOps staffing and scope. IDC found that most enterprises operate in hybrid mode while spending heavily on public cloud and SaaS. FinOps t ... Read More
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The Impact of Agentic AI on the Financial Services Industry
This IDC Perspective examines selected areas in which agentic AI can impact financial services organizations. Agentic AI builds on the capabilities of GenAI and LLMs but adds additional abilities (e.g., planning and executing actions autonomously to reach objectives). These agents can use tools to s ... Read More
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IDC PlanScape: Real-Time and Instant Payments to Make an Impact Beyond Payments
This IDC PlanScape discusses real-time payments as a driver for change across the institution."Instant payments need to be thought of in tandem with the way banks use and leverage a range of modern technologies," says Aaron Press, research director, IDC Insights Worldwide Payment Strategies. "These ... Read More
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EMEA Regulatory Pulse: Expected Impact and Complexity of Upcoming FSI Regulations
Many regulators and FSIs around the world keep a close eye on the EU's regulatory agenda as it increasingly influences global standards, provides valuable lessons, and sets regulatory super trends in ESG, operational resilience, consumer/investor protection, and AI and data. This report gives a comp ... Read More
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IDC PlanScape: Platform Services for Private Markets
This IDC PlanScape details the importance of platform services for private markets."Private market platform services are at the nexus of innovation and opportunity in today's financial markets," says Thomas Shuster, research director, IDC Financial Insights. "As institutional and individual interest ... Read More
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Asia/Pacific Regulatory Pulse: Upcoming Financial Services Institution Regulations, Expected Impacts, and Complexity
This report provides an overview of the most impactful regulations that will affect banks, insurers, and capital markets players in the Asia/Pacific region and advice on how ecosystem players can best manage the constant waves of change in regulations. Cutting through the complex and diverse regulat ... Read More
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IDC PeerScape: Best Practices for Leveraging Integrated Bank Payment Platforms
This IDC PeerScape delves into the challenges around bank payment platforms and the practices to optimize payment modernization."Banks around the world, despite different regulatory regimes, different rails, and different customers, face many of the same challenges," according to Aaron Press, resear ... Read More
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Mainframe Still Plays a Critical Role in Financial Services
This IDC Perspective details how mainframes still play a critical role in financial services. Any time a consumer purchases a latte, buys a mobile phone, or pays for movie tickets at the cinema, that transaction is almost guaranteed to be processed by two or three mainframes at the acquiring company ... Read More
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Customer Identity: The Foundation for AI-Infused Retail Banking Growth
This IDC Perspective discusses retail banking that is rapidly evolving, with AI-powered personalization becoming essential for customer engagement and growth. However, fragmented identity systems create friction, weaken security, and limit AI's ability to deliver seamless and compliant experiences. ... Read More
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AI in Finance: Where It's Being Used and Is It Delivering Value?
This IDC Perspective discusses AI in finance. AI is revolutionizing corporate finance by enhancing decision-making, risk management, and operational efficiency through technologies like machine learning and RPA. Despite significant benefits such as improved forecasting and automation, challenges lik ... Read More
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Collaboration Against Crime: Harnessing Data Sharing for Smarter Fraud Detection
This IDC Perspective explores the critical role of data sharing in combating financial fraud, emphasizing its transformative potential in early detection, broader insights, and operational efficiency. By leveraging collaborative data-sharing practices, financial institutions can address complex frau ... Read More
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Age of Copilots Begins in Financial Services: VeriPark Perspective
Age of Copilots Begins in Financial Services: VeriPark Perspective This Vendor Profile provides an in-depth perspective on VeriPark's integration of GenAI capabilities into its financial services solutions in the CRM domain. It delves into the company's strategic initiatives, focusing particularly o ... Read More
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European Financial Applications Forecast, 2024–2028
European Financial Applications Forecast, 2024–2028 This IDC Market Forecast provides analysis and sizing of the European financial applications market for 2021–2023 and forecasts for 2023–2028. The European financial applications market managed to surpass its estimated growth for 2023, reaching $12 ... Read More
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IDC PeerScape: Lessons Learned from Implementing CPaaS in Finance
IDC PeerScape: Lessons Learned from Implementing CPaaS in Finance This IDC PeerScape provides insights into how CPaaS is used in the financial sector, identifying what challenges surfaced and how these were addressed. IDC interviewed leading CPaaS vendors that have successful use cases for European ... Read More
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IDC PlanScape: Embedded Payments to Increase Efficiency
IDC PlanScape: Embedded Payments to Increase Efficiency This IDC PlanScape analyzes payment functionality embedded within financial applications supporting processes such as order-to-cash, procure-to-pay, treasury management, or expense management."Embedded finance, embedded payments specifically, d ... Read More
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China Banking IT Solutions Market Shares, 2022: Seeking Resilient Growth in Deepening Competition (I)
China Banking IT Solutions Market Shares, 2022: Seeking Resilient Growth in Deepening Competition (I) This report draws an overall judgment on the market share and competitive landscape in the China IT solutions banking market through desk research and direct interviews with ISVs, systems integrator ... Read More
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China Banking IT Solutions Market Shares, 2022: Seeking Resilient Growth in Deepening Competition (II)
China Banking IT Solutions Market Shares, 2022: Seeking Resilient Growth in Deepening Competition (II) This report draws an overall conclusion on the market share and competitive landscape in the China banking IT solutions market through desk research and direct interviews with ISVs, systems integra ... Read More
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Investment Banking
Investment Banking Brief Excerpt from Industry Overview Chapter: Companies in this industry underwrite, originate and maintain markets for clients issuing securities; they may also offer advisory services, help facilitate corporate mergers and other deals, or act as principals in buying or selling s ... Read More
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Investment Firms
Investment Firms Brief Excerpt from Industry Overview Chapter: Companies in this industry take equity positions in target companies, typically owning a controlling interest. Major companies include Berkshire Hathaway, Clark Enterprises, Icahn Enterprises, and Jeffries Financial Group (all based in ... Read More
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Financial Transaction Processing
Financial Transaction Processing Brief Excerpt from Industry Overview Chapter: Companies in this industry provide services such as credit card processing, electronic funds transfer, and check clearing. Major companies include Bread Financial, Fiserv, Heartland Payment Systems, Mastercard, Visa, and ... Read More
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Empowering Checkout Experiences: A Review of Point-of-Sale Innovations in Asia/Pacific Retail Landscape
Empowering Checkout Experiences: A Review of Point-of-Sale Innovations in Asia/Pacific Retail Landscape This IDC study discusses how the Asia/Pacific retail landscape is rapidly evolving with innovative POS systems transforming checkout experiences. Retailers are integrating mobile POS, AI-driven so ... Read More
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Latin America and e-Invoicing: Lessons to Be Learned and Why It’s Not Talked About in the Broader Conversation
Latin America and e-Invoicing: Lessons to Be Learned and Why It’s Not Talked About in the Broader Conversation This IDC Perspective discusses e-invoicing in Latin America and the lessons to be learned from its implementation and examines why it isn’t talked about in broader conversation. Latin Ameri ... Read More
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