Category: Financial Services
Financial Services market research reports by IDC
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Nacha Event Highlights U.S. Payment Trends
Nacha Event Highlights U.S. Payment Trends This IDC Perspective discusses some of the key takeaways from the Nacha event, which was held this year in Miami Beach. The Nacha event, "Smarter Faster Payments," highlighted key U.S. payment trends, including the slow but growing adoption of real-time set ... Read More
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The What, Where, How, and Why of Financial Data Management in Today's Capital Markets
The What, Where, How, and Why of Financial Data Management in Today's Capital Markets This IDC Perspective explores the financial data management themes of data governance, data quality, and data security in the context of evolving data infrastructure and architecture choices and market dynamics. Te ... Read More
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Increasing Transaction Monitoring Effectiveness
Increasing Transaction Monitoring Effectiveness This IDC Perspective discusses the history of transaction monitoring from the inception of the regulatory requirement for the evaluation of transactions for potential money laundering to the 1970 Bank Secrecy Act (BSA) to the evolution of improvements ... Read More
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Customer Data Platforms Will Boost Loyalty and Lifetime Value for Retail Banking Customers
Customer Data Platforms Will Boost Loyalty and Lifetime Value for Retail Banking Customers This IDC Perspective highlights the importance of customer data platforms (CDPs) in creating seamless customer experiences and leveraging GenAI for personalized advice, as well as the necessity for banks to ad ... Read More
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Strongly Performing Pagero Is Acquired by Thomson Reuters
Strongly Performing Pagero Is Acquired by Thomson Reuters This IDC Market Note details Pagero's acquisition by Thomson Reuters after a competitive bidding war. It assesses the implications for both companies as well as for Pagero's existing partnerships with tax compliance specialists and financial ... Read More
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Payers Must Build Their Member-360 Data Platform and Data Factory Now!
Payers Must Build Their Member-360 Data Platform and Data Factory Now! This IDC Perspective discusses how payers are now required to build a member-360 data platform and data factory. Instead of silos, when all of this is merged into a longitudinal (member-360) patient record, this data becomes a ce ... Read More
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IDC PlanScape: High-Value FinOps Practices
IDC PlanScape: High-Value FinOps Practices This IDC PlanScape discusses various practices that enterprises can embrace in pursuit of true cloud cost optimization and explains how to categorize practices based on the value they deliver. As you'll learn, some cost-cutting steps may be less obvious to ... Read More
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Shaping the World of Digital Interactions with Tanla at MWC 2024
Shaping the World of Digital Interactions with Tanla at MWC 2024 This IDC Market Note highlights major announcements and product demonstrations by Tanla at Mobile World Congress 2024, specific to customer safety through next-generation antispam solutions, supported by cutting-edge technologies such ... Read More
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Why Digital Assets Need Regulations and Custody
Why Digital Assets Need Regulations and Custody This IDC Market Perspective examines the extremely rapid and timely rise of interest in digital assets by both institutional and retail investors and the associated importance of regulations and digital asset custody. Notably, the importance of custody ... Read More
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IDC Perspective: Leveraging Regtech for Enhanced Compliance and Risk Management in Asia/Pacific (Excluding Japan) Banks
IDC Perspective: Leveraging Regtech for Enhanced Compliance and Risk Management in Asia/Pacific (Excluding Japan) Banks This IDC Perspective provides guidance on regulatory technology (regtech) use cases for the banking industry and must be read in conjunction with other IDC research compliance and ... Read More
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IDC PlanScape: T+1 Settlement Technology for the Capital Markets
IDC PlanScape: T+1 Settlement Technology for the Capital Markets This IDC PlanScape discusses T+1 settlement technology for the capital markets."Accelerated settlement is a natural evolution toward more efficient capital markets made possible through applying workflow design and technology to proce ... Read More
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Financial Polices That Need to Be Reviewed During Financial Transformation
Financial Polices That Need to Be Reviewed During Financial Transformation This IDC Perspective discusses the top financial policies to develop and maintain, enhance operational efficiency, mitigate financial risks, and drive sustainable growth for the organization. Many organizations do not review ... Read More
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Corporate Transparency Act Compliance
Corporate Transparency Act Compliance This IDC Perspective discusses the history of efforts to help prevent money-laundering activity that uses legal entities and the potential obscuring of the identities of individuals who are beneficial owners of those legal entities. To date, the results of those ... Read More
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Tax Authorities Are Inspecting Intercompany Transactions, More Specifically Transfer Pricing — Can Technology Alleviate the Problem?
Tax Authorities Are Inspecting Intercompany Transactions, More Specifically Transfer Pricing — Can Technology Alleviate the Problem? This IDC Perspective discusses about tax authorities regarding the implications of transfer pricing. These discussions encompass intercompany transactions, which invol ... Read More
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Finance Transformation: Company Financial Policy Will Need to Be Revamped
Finance Transformation: Company Financial Policy Will Need to Be Revamped This IDC Perspective discusses the essential financial policies and why they are important, how often to review/revamp them, and how they relate to finance transformation. This document also discusses current trends or topics ... Read More
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2024 Top 10 Trends Driving Technology Investments in Financial Services Worldwide
2024 Top 10 Trends Driving Technology Investments in Financial Services Worldwide This IDC Perspective discusses the top 10 trends driving technology investments in the financial services industry in 2024. These trends include the rise of artificial intelligence (AI), machine learning (ML), and gene ... Read More
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IDC Perspective: Unveiling GenAI Value Streams in Insurance
IDC Perspective: Unveiling GenAI Value Streams in Insurance This IDC Perspective examines the challenges the insurance industry faces in incorporating generative AI (GenAI) as it navigates between potential benefits and regulatory hurdles. Despite some insurers cautiously adopting GenAI, ongoing obs ... Read More
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IDC PeerScape: Practices for Assisting the Underbanked
IDC PeerScape: Practices for Assisting the Underbanked This IDC PeerScape describes four practices that financial institutions have leveraged today’s technologies to assist the underbanked. “Overall there have been great strides in addressing the unbanked; however, there is still work to be done for ... Read More
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AI-Based Summarization of Unstructured Content for Payers
AI-Based Summarization of Unstructured Content for Payers This IDC Perspective takes a deep dive into content summarization of unstructured data and artificial intelligence (AI) for payers. Using AI to use platforms that can take in, study, and learn from data, refine judgments, and generate intelli ... Read More
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IDC PlanScape: Application and Workload Modernization for Banking
IDC PlanScape: Application and Workload Modernization for Banking This IDC PlanScape examines how leading banks leverage the cloud and deliver quantifiable business value by moving critical applications and workloads to the public cloud.According to Clay Miller, adjunct research advisor with IDC’s ... Read More
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Fostering a Path for an Inclusive Insurance Market With Generative AI
Fostering a Path for an Inclusive Insurance Market With Generative AI This IDC Perspective proposes a framework that provides pathways, supported by practical use cases, to help insurers understand the long-term opportunities presented by generative AI (GenAI). Adapting to the evolving risk landscap ... Read More
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DeepTech: Technologies with Purpose in Europe
DeepTech: Technologies with Purpose in Europe This IDC Market Perspective explores the defining characteristics of DeepTech, emphasizing its research and development intensity, high complexity and its Tech4Good purpose. DeepTech, an emerging category of advanced technologies, has garnered significan ... Read More
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IDC Perspective (Case Study): How Does WeBank Lead the Way Among Digital Banks Worldwide?
IDC Perspective (Case Study): How Does WeBank Lead the Way Among Digital Banks Worldwide? This IDC study provides a detailed analysis on how WeBank is leading the way in worldwide digital banking. It first analyzes the development trends of digital banking and then has a detailed examination of WeBa ... Read More
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Generative AI in Insurance: Perspectives, Opportunities, and Use Cases
Generative AI in Insurance: Perspectives, Opportunities, and Use Cases This IDC Perspective on the potential of GenAI for insurers in the Asia/Pacific region provides valuable insights into the current state of the industry and potential benefits with GenAI applications and use cases. GenAI is poise ... Read More
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Infosys Finacle Conclave 2023 Key Takeaways
Infosys Finacle Conclave 2023 Key Takeaways This IDC Market Note highlights some of the major topics presented and discussed at the Infosys Finacle Conclave 2023 in Istanbul. The conference theme was Recomposing Banking — Leading the Digital Continuum. This topic stimulated conversations on how bank ... Read More
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