The documents listed below contain our constantly evolving methodology in assessing the changing dynamics of technology used in the banking industry. We use this manual for training our own staff as well as clients to understand the dynamics of the industry and the players. We also show the indicators we use to assess who is winning and who is losing, create benchmarks. We also assess best practices identified by interviewing a wide range of players.
By consolidating our entire understanding of the industry into one document, we are able to build on our assessments in a structured manner.
Access is only to paying subscribers of this programme.
We are assessing the following areas of technology, including implementation processes and technology delivery models.
|Core Banking technology|
|Loan fulfilment technology|
|Branch automation technology|
|Self-service banking technology|
|Data & analytics technology|
|Retail payment technology|
|Corporate payment technology|
|Financial supply chain technology|
|Mobile banking technology|
|Treasury management technology|
|Security and risk technology|
|HR system technology|
|ATM (or Kiosk)|
|Mobile Social Media Engagement|
|Governance Risk and Compliance|
|Technology Delivery Models|
|Cloud based programmes|
|The Benchmarking Centre|
|Scheduled Surveys and Bank Profiles|
|Vendors Directory & Selection|
|The Bank Technology Benchmarking and Diagnostics Service|
|Retail Finance Working Group|
|Transaction Banking Working Group|
|Risk & Regulation Working Group|
|Data & Analytics Working Group|
|List of Leading Practitioners|