RESEARCH PIPELINE

Retail Banking

Products

The links between consumer and small business banking

Customer Management

Operationalizing CRM

Process & Technology

Risk Management for Retail Banks
Workflow and Document Imaging in Retail Banking
Core Processing for Mid-Tier and Community Banks

Markets & Trends

Key Performance Metrics in Retail Banking

European Banking & Payments

Consumer Banking

Mortgage lending in Germany
Credit bureaux as an enabler for growth

Payments

SEPA in wholesale and consumer payments

Wholesale Banking

SWIFT as a global paradigm
Basel II and the next wave of regulation

Asset Management

Clearing and settlement within markets

Process & Technology

Business process outsourcing in Europe and globally

Markets & Trends

New technology in consumer payments

Consumer Lending

Mortgages

Global Housing Finance
Mortgage Fraud
Enterprise Content Management in Mortgage Lending
Consumer Credit Decisioning: Part 3

Relationship Credit

Banking Automobile Dealerships
Private Loans and Grad PLUS: who will fill the student loan "need?"

Customer Management

On-Line Retail Lending
The Use of Consumer Credit Scorecards and Decison-Engines
US Credit Reporting and Credit Scoring Upheaval: as much fun as watching grass grow?

Process & Technology

Document Management in Consumer Lending
Offshore Outsourcing in the US mortgage industry
Offshore Business Process Outsourcing Vendors

Markets & Trends

Lending Systems Outside North America

Bank Cards

Products

Cost of Smart Cards in the US

Merchant Services

Merchant Acquisition Strategies Outside the United States
Best Strategies for Merchant Acquisition
The Latest Developments at the Point-of-Sale

Portfolio Management

Best Practice Collection Strategies for Credit Cards
Securitization of Credit Card Portfolios

Process & Technology

Identity Theft and Bank Card Technology
Systems for the Solicitation and Origination of Credit Card Accounts

Delivery Channels

Attended Channels

Bringing Customer Relationship Management to the front office
The Call Center as an Effective Channel for Product Sales

Self-Service

Upgrading the ATM Network

Process & Technology

Emerging Security Issues
Implementing a Multichannel Architecture

Market & Trends

IT Spending by Type of Customer Channel in the United States

Wholesale Banking

Customer Management

New Avenues for Online Banking in Wholesale Banking
Traditional "Relationship" Culture in Wholesale Banking and Co-Existence with the Internet

Process & Technology

Straight Through Processing (STP) in Wholesale Banking
Business Process Outsourcing for Wholesale Banking Operations
Business Performance Management (BPM) in Wholesale Banking
Measuring and Managing Operational Risk in Wholesale Banking
Exploiting Basel II for Competitive Advantage
Web Services and Integration in Wholesale Banking

Markets & Trends

Strategic Cost Management

Global Payments

Value Added Services

Electronic Commerce as a Platform to Offer New Services

Infrastructures

Enhancing Online Payment Functionality
Payment Systems Initiatives in the European Union
Payments Infrastructures in the Asia Pacific Region

Process & Technology

Managing Payment-Related Messages and Liquidity
Supporting Electronic Payment Standards

Markets & Trends

Confronting Payment-Related Compliance and Regulation
Managing “Payments” as a Distinct Line of Banking Business
Turning the Threat of Nonbank Payment Services Providers into an Opportunity

Securities & Capital Markets

Institutional Trading

Trading Floor Infrastructure
Order Routing & Management
Execution Systems

Exchanges & Settlement

ECNS/ATSs
Market Structure
Depositories & Settlement infrastructure

Client Management

Data & Analytics
Sales Trading
Client Portals
Client Management

Compliance & Risk

Regulations
Risk Management

Investment Management

Portfolio Management

Portfolio Management Solutions
FX & Derivatives
Trading Technology & Connectivity
Portfolio Analytics

Client Management

Mutual Fund and Retirement platforms
Institutional and Pension accounts
Branch, Online, Call Center & IVR
Distribution Channels

Process & Technology

Regulation and Compliance
Portfolio accounting & related processes
Post-Trade Processes & Automation
Risk and Performance Measurement, Management & Attribution

Markets & Trends

Product Evolution
Impact of market evolution
Alternative Investments
Distribution Trends

Brokerage & Wealth Management

Managed Money & Wealth

Sales and service of managed assets
Products – SMA, UMA, Personal Trust
Platforms & advice tools

Online Brokerage & Trading

Online Trading
Online Customer Service
Online Advice
Cross channel integration

Client Management

Best Practices in Market Segmentation
Broker / Advisor Tools & Desktop
Internet, branch, call center & IVR
Data Aggregation
Channel strategies - RIA, full service, bank, insurance, independent

Regulations & Compliance

Regulatory Best Practices
Compliance oversight
Recruiting & compensation management

Process & Technology

Clearing and back office issues
Proprietary and third party product management

Insurance

Products

Emerging Technologies in Insurance that Should be Used to Support Business Strategies

Core Systems

Core Systems Processing: Underwriting, Policy Administration and Claims

Data & Output

Connectivity to Business for Insurance: Data analytics, Tools and Warehouses

Client Management

Customer-Facing in Insurance: Building the Single View of the Customer Through Self-Service Portals, Agencies and CRM

Process & Technology

Outsourcing for the Insurance Industry

Markets & Trends

Emerging Best Practices for IT Alignment in Insurance
New Federal Mandates and the Strategic Ways Insurers are Addressing these Requirements with IT Solutions
Where Insurers are Spending IT Dollars

Strategies & IT Investments

Innovation

Architectures and Approaches: the Many Sides of Business Process Management (BPM)
BPM Vendor Selection: It's Not the Lottery
Business Process Outsourcing: Making Sure the Shoe Fits
Workplace Collaboration: Knowing and Sharing for Fun and Profit
Product Innovation Through Mobility

Customer Management

Customer Experience: Winning on the Front Line
Wringing out the Water: A Flood of Customer Experience Technologies

Risk Management

Integrated Risk Management (IRM) Beyond the Enterprise Application: More Taste, Less Filling

Markets & Trends

Online Social Worlds as Emerging Markets: A Dose of (Virtual) Reality
Cost Effectiveness Leadership: What it Takes and How to Know It When You See It

Emerging Technologies

Innovation

Mobile Network Operators and Portals and Emerging Competition
The Future of Shared Web-Based Services in Financial Services

Emerging Payments

Contactless Payment Solutions

Markets & Trends

Benchmarking ROI for Emerging Technologies
New Technology Architectures and Improved Operational Resilience