Retail financial services: Strategic insights and best practices 2012

Cette étude est disponible uniquement en anglais. The Strategic Insights and Best Practices report highlights the key insights and best practices from across the full range of Efma content including conferences, councils, webinars, studies, journal and website. Of course, there is too much to include in a single document but hopefully this will provoke some new ideas for you, and you will no doubt benefit from digging deeper into the source material in particular areas of interest. The report covers some of the key trends and innovations taking place in retail financial services, particularly in areas such as mobile financial services, payments and customer experience. The presentations made at Efma events by banks and professional service firms provide a rich source of case studies and examples, many of which are highlighted in the report. As you can see in this report, Efma’s content covers the widest possible range of retail financial services subjects including product segments, market segments, channels and customer issues, all on a pan-European or even global basis. Our studies are unique because, with the support of our members, we are able to gain unparalleled access to senior managers in many different functional roles. As well as the insights this generates, many different benchmarks are created. Most of our studies are jointly produced with leading professional services firms who are also experts in key subject areas.