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Industry Insights Designed to Help You Lead Digital Transformation

With Info-Tech's Industry Roundtables & Benchmarking, you will never again wonder "what are my peers doing?", "how do I compare?", or "what should I be doing?".

Industry Insights & Best Practices


  • Industry-Specific Research
  • Reference Architectures
  • Industry Trends
  • Top Technologies

Monthly Community Forums


  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics

Industry-Specific Advisory Services


  • Digital Transformation
  • Linking Business & IT Value Maps
  • Advisory Assistance to Help You Build Your IT Strategy
  • Peer Benchmarking

Executive Roundtable Events

Retail Banking Roundtable

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
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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
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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
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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
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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
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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
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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
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Retail Banking IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. IT staffing is stretched thin.
  • By taking the IT Staffing Assessment diagnostic and participating in our unique IT Spend benchmarking, you will gain critical information to position your team to be seen as strategic.
Peer Benchmarking
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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
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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
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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
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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.

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Checking Accounts, Chatbots, and Service Desk Optimization in Banking

Date published

October 19, 2021

Authors:
  • Michel Hebert

  • Jeremy Roberts

Conversational interfaces (“chatbots”) that process natural language queries have the potential to revolutionize how banks run their service desks. Since they have a high number of external end users requiring service desk support, banks are especially well positioned to leverage chatbot technology to improve their service desk costs.

Digital Preservation: The Opposite Side!

Date published

May 18, 2021

Authors:
  • Janice Clatterbuck

  • David Wallace

Digital preservation is a sustained and integrated people-process-technology capability and commitment to ensure usability and access to digital materials in years to come. Adopting a digital preservation product will prove beneficial to Government, Higher Education, and Financial Services among others.

Exploring Cryptocurrencies and Blockchain Technology in the Payments Industry

Date published

May 18, 2021

Author:
  • Andy Liu

This article explores cryptocurrencies, blockchain technology, and how they are being leveraged to enhance the payments industry.

Problematic IT Processes for Banks and Credit Unions: Data Quality, Quality Management, and Organizational Change Management

Date published

May 15, 2019

Author:
  • George Goodall

Info-Tech’s IT Management & Governance Diagnostic provides industry-level insights on the challenges of IT departments. We use a concept known as Service Gap to compare the rated importance of a particular IT process with its effectiveness. Use this data to review the existing IT strategy. Ensure that it includes initiatives that adequately address these shortcomings.

All Those People on Their Mobile Phones…Hey, Can We Use This as a Payment Option??

Date published

January 30, 2019

Author:
  • Jimmy Tom

Most modern mobile phones have “tap-to-pay” capabilities used regularly by people of all ages at retail outlets. How does this differ from payment card tap-to-pay? What does this mean to a financial institution or payment provider?

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