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Retail Banking
What Are Industry Benchmarking Roundtables?
Our Industry Roundtables are designed to immerse IT executives in the key issues, trends, and technologies in their industries so they can drive stakeholder value.
Insights &
Best Practices
- Reference Architectures & Value Streams
- Industry Trends
- Peer & Industry Benchmarking
- Top Technologies
Peer
Connections
- Monthly Executive Collaboration
- Peer-to-Peer Knowledge Sharing
- High-Impact Discussion Topics
Boardroom-Level
Deliverables
- Custom Deliverables
- Peer-Validated Initiatives
- Board-Ready Presentations
- Custom Next Steps
Executive Roundtable Events
Retail Banking Roundtable
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Background &
Overview
Executive
Roundtable
Action
Plan
Industry Roundtable Events
The Industry Roundtable Events are sessions hosted each month for 8 to 15 industry peers to discuss the
most pressing topics impacting IT departments in their industry and share their experiences. Each
session is facilitated by an industry analyst and supported by our tailored research.
Click an
experience track to learn more about the research, Roundtables, and action plan for each topic.
Deep Insights Tailored to Your Industry
1
Business-Aligned IT Strategy
Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.
2
Top Industry
Trends
Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.
3
Industry
Benchmarking
Reveal the true state of your IT services, processes, spend, and staffing levels to align your priorities
and resources.
Benefit from peer data to get a reference point for how well you stack up.
4
Core Industry Technologies & Software Selection
Arm yourself with everything you need to provide the right solutions to meet the needs of your business stakeholders.
1
Business-Aligned IT Strategy
Strategy Alignment
Retail Banking Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Retail Banking industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
Retail Banking Industry Impacts on IT Strategy: Senior Management Presentation Template
- Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
- Use the Retail Banking Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done.
Strategy Alignment
Retail Banking IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
- Working with our team, update your IT Strategy Initiatives Workbook.
2
Top Industry Trends
Top Trends
Retail Banking Increasingly Competitive Markets Report
- Customer expectations for financial services are increasingly redefined by non-financial/non-regulated competitors (e.g. Apple, Amazon, Uber).
- As the level of competitiveness continues to escalate, so does the pressure on financial services organizations to transform their business.
- Learn about how increasingly the competitive markets trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Retail Banking Surveillance for Illegal Activity Report
- Banks are struggling to remain compliant with the rapidly evolving regulations, consuming significant resources as criminals are becoming ever more sophisticated.
- The risk is real, as compliance failures present huge reputational risks at a time when Retail Banking CIOs are often not seen as innovators by banking staff.
- Learn about how surveillance for illegal activity affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Retail Banking Legacy Systems/Transformation Report
- The Retail Banking industry is rapidly evolving. It is being influenced and reshaped by many factors. Customer bases are aging; younger, technology-savvy customers are becoming more important; and new competition is occurring.
- These forces are causing legacy technology to increasingly become a hindrance to successfully competing.
- Learn about the legacy systems/transformation trend, including challenges and opportunities, with expert assistance.
3
Industry Benchmarking
Peer Benchmarking
Retail Banking IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. As a result, Retail Banking IT staffing is stretched thin.
- While Retail Banking IT is keeping the lights on, there is little opportunity to lead, innovate, or plan for the long term.
- By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
Retail Banking IT Stakeholder Satisfaction Benchmarking Report
- IT leadership needs to understand where their clients are unsatisfied with the quality of service they are receiving from IT.
- While Financial Services as a whole is meeting stakeholder expectations, there is room for improvement when it comes to client-facing technologies and analytical capabilities, both key to competing in this rapidly transforming industry.
- Understand important focus areas to address and insights into how your team compares with other Retail Banking IT organizations.
4
Core Industry Technologies & Software Selection
Core Industry Technologies
Retail Banking API Integration Report
- APIs ensure seamless communication between various applications and services that operate within a bank, laying the groundwork for successful legacy renewal.
- Learn about what API technology is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Retail Banking Robotic Process Automation Report
- Robotic process automation can be broadly applied to any process that involves a high level of human involvement, a low level of human judgement, and a high degree of repetitive tasks.
- Learn about what robotic process automation is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Retail Banking Core Banking Systems Report
- Core banking systems are ERP systems for banks. A wide range of products are available, with varying levels of digital maturity and modern code bases.
- Selecting the correct system is essential, and selection must consider the future plans of the organization.
- Learn about what a core banking system is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Latest Retail Banking Notes
Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.
Financial Services/Banking: Next Steps From the CIO COVID-19 Strategy Webinar
Date published
April 21, 2020
Author:
On April 16, 2020, Info-Tech led a CIO COVID-19 Strategy Webinar for Financial Services/Banking IT professionals and leaders. This webinar presented a process for documenting an IT course of action during this pandemic, but it’s time to move beyond the early stage. Prioritize mid-range initiatives now, and specifically look to accelerating pre-COVID integration and transformation initiatives as a permanent foundation for delivering next generation in-branch and omnichannel customer engagements.
Financial Services – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19
Date published
April 21, 2020
Author:
CIOs in Financial Services will play a critical role during the COVID-19 crisis. This is an opportunity to shine. Use this plan to help you build and communicate a clear strategy for the next 90 days, allowing you to demonstrate both leadership and technology capability.
Info-Tech’s Industry Roundtable for Financial Services: What Your Peers Had to Say…
Date published
January 6, 2020
Author:
Info-Tech LIVE took place November 19-21 in Las Vegas, NV. Here, we hosted nine Industry Roundtables focused on the direct and longer-term ripple effects of Industry 4.0 and its hallmark technologies on the different industry sectors. Read this summary of the Financial Services conversation to learn the main challenges and opportunities your peers think Industry 4.0 presents and what they believe are the next steps to manage this sea change successfully.
The Report of Finance Jobs’ Death by Automation Is Grossly Exaggerated
Date published
December 19, 2019
Author:
I’m sure my bosses want machines to replace me as soon as possible, but I’m still waiting for artificial intelligence to read my handwriting better than a five-year-old human can.
Establishing a Balanced Scorecard for IT Performance in the Financial Services Industry Is an Important Complement to IT Strategy
Date published
October 23, 2019
Author:
The IT balanced scorecard must go beyond the usual IT metrics. To be most effective, it must demonstrate the value IT provides and reflect corporate strategies and goals.
Benchmarking Reports
Industry-specific benchmarking reports built on years of in-depth industry data, collected using our innovative diagnostic programs. We aggregate the data across hundreds of IT departments in your industry to give you tailored vertical insights, all packaged in professional boardroom-ready reports.
Retail Banking Reference Architecture
Reference architectures built on years of industry expertise, honed by analysts working with real IT professionals in your industry. Leverage industry best practices so you don’t waste time and money reinventing the wheel.