Building a Technology Platform for the "Ultimate Offering"

Building a Technology Platform for the "Ultimate Offering" - Retail Banking Technology (Review Report)

Published Date: August 2007

Published By: Datamonitor

Page Count: 63

Order Code: R313-25024

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Overview: Catalyst; Summary; Methodology; Executive Summary; Introduction; Emerging Wealth Management Hot Spots - Retail Banking Technology (Market Focus); Strategies for exploring wealthy markets - Retail Banking Technology (Strategy Focus); Serving Wealthy Clients - Retail Banking Technology (Technology Focus); Wealth Management Technology spending (Databook); Table of Contents; Table of figures; Table of tables; Emerging Wealth Management Hot Spots - Retail Banking Technology (Market Focus); Summary; Rising numbers of wealthy individuals create hot spots for wealth managers; FSIs are taking the lead position in targeting the mass affluent; Local expertise and relationship based model are causing selective market consolidation; Emerging markets are changing the perception of wealthy markets; Emerging markets will become prime location for wealth managers in the long term; Strategies for exploring wealthy markets - Retail Banking Technology (Strategy Focus); Summary; Mass affluent wealth management moving up the agenda; Critical business challenges for targeting mass affluent growing market; Industry expansion favors those with existing relationships; Wealth managers must develop new platforms and infrastructure to create an ""ideal"" service model; The ultimate offering model serves as business foundation for creation of optimal wealth management platform; Serving Wealthy Clients - Retail Banking Technology (Technology Focus); Summary; The Ultimate Offering requires three critical components of underlying technologies; Front and middle office technology becomes a competitive differentiator; Well developed multi-channel features lay a foundation for effective distribution; Data management priorities are shifting to infrastructure and governance; Banks are consolidating their back-office systems across various lines of businesses; Wealth Management Technology spending (Databook)); Introduction; Global Wealth Management Technology spending 2006-2012, by regions ($m), ($; North America Wealth Management Technology spending, 2006-2012, by countries ($m); North America: Wealth Management Technology spending, 2006-2012, by line of business ($m); North America: Wealth Management Technology spending, 2006-2012, by activity ($m); North America: Wealth Management Technology spending, 2006-2012, by source ($m); Western Europe: Wealth Management Technology spending, 2006-2012, by countries ($m); Western Europe: Wealth Management Technology spending, 2006-2012, by line of business ($m).; Western Europe: Wealth Management Technology spending, 2006-2012, by activity ($m); Western Europe: Wealth Management Technology spending, 2006-2012, by source ($m); CEE: Wealth Management Technology spending, 2006-2012, by countries ($m); CEE: Wealth Management Technology spending, 2006-2012, by line of business ($m); CEE: Wealth Management Technology spending, 2006-2012, by activity ($m); CEE: Wealth Management Technology spending, 2006-2012, by source ($m); Emerging Economies in APAC: Wealth Management Technology spending, 2006-2012, by countries ($m); Emerging Economies in APAC: Wealth Management Technology spending, 2006-2012, by line of business ($m); Emerging Economies in APAC: Wealth Management Technology spending, 2006-2012, by activity ($m); Emerging Economies in APAC: Wealth Management Technology spending, 2006-2012, by source ($m); Developed and Newly Industrialized countries in APAC: Wealth Management Technology spending, 2006-2012, by countries ($m); Developed and Newly Industrialized countries in APAC: Wealth Management Technology spending, 2006-2012, by line of business ($m); Developed and Newly Industrialized countries in APAC: Wealth Management Technology spending, 2006-2012, by activity ($m); Developed and Newly Industrialized countries in APAC: Wealth Management Technology spending, 2006-2012, by source ($m)
APPENDIX: Definitions; General definitions; Mass affluent; High net worth (HNW); Liquid assets; Line of business definitions; Private banking; Retail brokerage; Retail asset management; Financial advisor; Retail/Universal banking; Life and pensions (L&P); Source definitions; Internal; Hardware; Packaged software; Systems integration; Professional services; Outsourcing; Activity definitions; Management information systems (MIS); Customer information systems (CIS); Intermediary integration; Internet and presence technologies; Branch infrastructure and other distribution; Core systems; Portfolio management; Financial planning; Market-facing systems; Other IT; Methodology; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer
List of Tables: Table 1: Global Wealth Management Technology spending, 2006-2012, by regions ($m); Table 2: North America: Wealth Management Technology spending, 2006-2012, by countries ($m); Table 3: North America: Wealth Management Technology spending, 2006-2012, by line of business ($m); Table 4: North America: Wealth Management Technology spending, 2006-2012, by activity ($m); Table 5: North America: Wealth Management Technology spending, 2006-2012, by source ($m); Table 6: Western Europe: Wealth Management Technology spending, 2006-2012, by countries ($m); Table 7: Western Europe: Wealth Management Technology spending, 2006-2012, by line of business ($m); Table 8: Western Europe: Wealth Management Technology spending, 2006-2012, by activity ($m); Table 9: Western Europe: Wealth Management Technology spending, 2006-2012, by source ($m); Table 10: CEE: Wealth Management Technology spending, 2006-2012, by countries ($m); Table 11: CEE: Wealth Management Technology spending, 2006-2012, by line of business ($m); Table 12: CEE: Wealth Management Technology spending, 2006-2012, by activity ($m); Table 13: CEE: Wealth Management Technology spending, 2006-2012, by source ($m); Table 14: Emerging APAC: Wealth Management Technology spending, 2006-2012, by countries ($m); Table 15: Emerging APAC: Wealth Management Technology spending, 2006-2012, by line of business ($m); Table 16: Emerging APAC: Wealth Management Technology spending, 2006-2012, by activity ($m); Table 17: Emerging APAC: Wealth Management Technology spending, 2006-2012, by source ($m); Table 18: Developed and NI: Wealth Management Technology spending, 2006-2012, by countries ($m); Table 19: Developed and NI: Wealth Management Technology spending, 2006-2012, by line of business ($m); Table 20: Developed and NI: Wealth Management Technology spending, 2006-2012, by activity ($m); Table 21: Developed and NI: Wealth Management Technology spending, 2006-2012, by source ($m)
List of Figures: Figure 1: Mass Affluent and High Net Worth market sizes; Figure 2: Wealth Management Market Dynamics; Figure 3: Top 10 global private banks by worldwide assets under management 2001-2005; Figure 4: Growth rates for high net worth segment within emerging countries and leading economies; Figure 5: Mass affluent customers require a blend of products, transactions and advice - without paying a premium; Figure 6: What kind of institution is best positioned to provide the next generation of wealth management solutions?; Figure 7: Alternative angles from which wealth managers will explore growth; Figure 8: Wealth management technology architecture overview; Figure 9: The next-generation ""ultimate offering"" desktop; Figure 10: Priorities within data management initiatives amongst wealth managers; Figure 11: Global Wealth Management Technology spending, 2006-2012, by regions ($m); Figure 12: North America Wealth Management Technology spending, 2006-2012, by countries ($m); Figure 13: North America: Wealth Management Technology spending, 2006-2012, by line of business ($m); Figure 14: North America: Wealth Management Technology spending, 2006-2012, by activity ($m); Figure 15: North America: Wealth Management Technology spending, 2006-2012, by source ($m); Figure 16: Western Europe: Wealth Management Technology spending, 2006-2012, by countries ($m); Figure 17: Western Europe: Wealth Management Technology spending, 2006-2012, by line of business ($m); Figure 18: Western Europe: Wealth Management Technology spending, 2006-2012, by activity ($m); Figure 19: Western Europe: Wealth Management Technology spending, 2006-2012, by source ($m); Figure 20: CEE: Wealth Management Technology spending, 2006-2012, by countries ($m); Figure 21: CEE: Wealth Management Technology spending, 2006-2012, by line of business ($m); Figure 22: CEE: Wealth Management Technology spending, 2006-2012, by activity ($m); Figure 23: CEE: Wealth Management Technology spending, 2006-2012, by source ($m); Figure 24: Emerging APAC: Wealth Management Technology spending, 2006-2012, by countries ($m); Figure 25: Emerging APAC: Wealth Management Technology spending, 2006-2012, by line of business ($m); Figure 26: Emerging APAC: Wealth Management Technology spending, 2006-2012, by activity ($m); Figure 27: Emerging APAC: Wealth Management Technology spending, 2006-2012, by source ($m); Figure 28: Developed and NI APAC: Wealth Management Technology spending, 2006-2012, by countries ($m); Figure 29: Developed and NI: Wealth Management Technology spending, 2006-2012, by line of business ($m); Figure 30: Developed and NI: Wealth Management Technology spending, 2006-2012, by activity ($m); Figure 31: Developed and NI: Wealth Management Technology spending, 2006-2012, by source ($m)

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