retail banking portfolio

Reliable data, actionable insights.

www.datamonitorfinancial.com

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Datamonitor Financial is a specialist information provider serving the global financial services markets. Delivering intelligence through modular reports and interactive dashboards, we will ensure you remain competitive by guiding your strategic planning and helping you stay ahead of the curve.

“After a tumultuous period for global retail banking, consumers are demanding more than ever before from their banks, and have never been more willing to switch to rivals if the service they receive fails to meet their expectations. Our comprehensive data and in-depth insight into consumer needs, attitudes and behaviors will help you target your investment budgets more profitably, prepare you for the future, and provide inspiration for innovative product development.

Kit CarsonHead of Banking Products

Retail Banking



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Our retail banking portfolio With a subscription to our retail banking portfolio, you will have access to:

In-depth analysis of key trends and issues affecting the retail banking sector, such as the impact of emergent fintech and disruptive models like P2P and new segments such as the Mass Affluent and the Underbanked. Use this information to inform your strategic planning.

Issue Insight

Coverage of key geographic markets, focusing on market sizing, growth forecasts, product usage, and consumer behavior. Content includes Global Deposits Analytics, and Country Snapshots. Use this information to assess the potential for success in specific markets.

Country Insight

Comprehensive presentations giving a complete breakdown of consumer behavior and attitudes towards current accounts, savings accounts, personal loans, and mortgages, across 20 global markets. Use this data to gain a full understanding of consumer needs and preferences in your target markets.

What Consumers Want

Analysis of consumer attitudes and behaviors with respect to key retail banking products and channel usage across 20 global markets. Content includes our Customer Analytics and What Consumers Want portfolio’s, in addition to our Global Online or Mobile Banking Analytics tools. Use this insight to optimize your marketing and distribution strategies, and to inform your product development plans.

Customer Insight



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We keep track of developments across nearly 200 global banking institutions, updated every week. Covers the latest developments in mergers, acquisitions, and other corporate activity, as well as innovations in products, services, and channels. Use this information to understand what your competitors are doing and to keep abreast of the latest developments.

Retail Banking Competitor Tracker

Monthly tracker covering the newest innovations in retail banking. Every month, the most noteworthy new product and service innovations are assessed and rated on key metrics, including, originality, impact, and longevity. Use this information to keep up-to-date on the latest developments in fintech.

FinTrack

Global data

Proprietary data sets including Consumer, Channel & Product Analytics, our Global Retail Banking Analytics, Country Snapshots and the Market Opportunities Index. Use this data to assess the size of the opportunity in 20 key markets.

Our retail banking portfolio



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Our geographical coverage

Our geographical coverage explores the latest market issues and emerging themes across 20 retail banking markets, helping you to be among the first to react to developments.

MARKET

▪ Australia ▪ Brazil ▪ Canada ▪ China ▪ Denmark ▪ France ▪ Hong Kong ▪ Malaysia ▪ Mexico ▪ New Zealand

▪ Norway ▪ Poland ▪ Singapore ▪ Spain ▪ Sweden ▪ Taiwan ▪ Turkey ▪ UAE ▪ UK ▪ US



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Unique consumer data underpins our proposition

Our 2015 Global Retail Banking Survey Survey explores the behavior and opinions of consumers within the market, and goes one step beyond to answer the question: “Why”?

Carried out in the second quarter of the year, the survey will reach 17,000 respondents globally across 20 markets. Respondents were recruited via an online panel. Quotas for age, sex, and employment were used for each country.



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FascinationsAt Datamonitor Financial, we’re fascinated by six core elements within the financial services market. These act as the threads that weave through our analysis, bringing color and topical trends to our market insight.

High Potential Markets Competition in traditional products and geographies is tougher than ever before. Where are the niches and unexploited opportunities that will be the next big thing?

Digital Disruption Technology facilitates and creates new markets. How can the financial services industry ensure these disrupting forces lead to opportunities rather than pitfalls?

The Mass Affluent How can you identify, target, and profit from this diverse and sought-after group? What makes these consumers different? Is it all about money?

The Empowered Consumer Many consumers have the confidence to drive their own financial decisions. How can the industry meet these complex needs while also engaging the disenfranchized?

Always On Always connected. Always plugged in. Consumers demand instant, all-encompassing access and information. Where does the financial services industry fit into this information-hungry world?

Life Event Targeting The clichéd consumer is dead. Long live diversity and choice, no longer dictated by age, gender, or and stereotype. How can the industry segment and target without these predictable paths?

8Reliable data, actionable insights.

An expert at your sideDid you know you can access our team of expert retail banking analysts as part of your service?

Our Ask the Analyst service is like having your very own team of industry experts. Whether you need clarity on a research finding, or deeper understanding on a particular issue, you can pose your questions directly to the people behind our research.

How can Ask the Analyst help you?

▪ Gain deeper understanding of our forecasts and methodologies by talking directly to the analysts behind the numbers

▪ Plan your next strategic move by seeking analysts’ views of where your industry is heading

▪ Dig into the detail of new growth opportunities with further clarification on changing market trends

▪ Quickly react to emerging industry developments through independent assessment and insight


Datamonitor Financial is a valuable data repository that is always up to date. I wouldn’t hesitate in recommending anyone to use this credible retail banking source.Technical SpecialistBank of England

Datamonitor Financial’s retail banking content is very specific, and at times when I’ve had to explore topical issues, I found their information extremely useful. Senior Product ManagerBank of New Zealand

Datamonitor Financial’s retail banking reports are very useful and relevant to my current role. Your content helps us to get a great perspective of the overall market which supports in framing our strategic priorities accordingly. Senior ManagerHSBC

Datamonitor Financial provides very useful retail banking data. We find it easy to navigate and manipulate according to our search criteria. Content is always at hand when required. Supplier Relationship ManagerSainsbury’s Bank

Datamonitor Financial’s service provides relevant, up-to-date information on a wide range of topics that are critical to the ever evolving retail banking landscape.Team ManagerWestpac Banking Corporation

What do our clients say?

9Reliable data, actionable insights.




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Content 2015

Content type Content typeTitle Title

Country Insight

▪Retail Banking Competitor Profile: ANZ ▪UK Savings 2014: Forecasts and Future Opportunities

Issue/Fascination

▪Emergent FinTech: Defining the Potential & Opportunities ▪Mass Affluent: Defining the Opportunity ▪UK Current Accounts: The Switcher’s Perspective

Global Market Data

▪Competitor Analytics ▪Consumer Analytics ▪Product Analytics

Issue/Fascination

▪Mass Affluent Case Study - Ecology Building Society ▪Personal Financial Management 2.0 ▪The Unbanked: Defining the challenge & How to serve ▪Understanding the Emerging Affluent

Country Insight

▪Retail Banking Country Snaphot: Australia ▪Retail Banking Country Snaphot: UK ▪Retail Banking Country Snaphot: US

▪Cross-selling: Winners and Losers in the UK ▪PCA Study: Drivers of Personal Current Account Choice

Consumer Insight



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Content 2015

Country Insight

▪Retail Banking Competitor Profile: NAB ▪Retail Banking Country Snaphot: France ▪Retail Banking Country Snaphot: Malaysia ▪Retail Banking Country Snaphot: New Zealand ▪Retail Banking Country Snaphot: Taiwan ▪Retail Banking Country Snaphot: Turkey ▪Mass Affluent Country Snapshot - UK ▪Retail Banking Country Snaphot: Brazil ▪Retail Banking Country Snaphot: Hong Kong ▪Retail Banking Country Snaphot: Mexico ▪Retail Banking Country Snaphot: Norway ▪Retail Banking Country Snaphot: Poland ▪Retail Banking Country Snaphot: Sweden ▪Retail Banking Country Snaphot: Denmark

Issue/Fascination

▪Trends for 2016

Global Market Data

▪Product Analytics

▪Segmentation: A 21st Century approach ▪Global Mortgage Study ▪What Consumers Want

Consumer Insight

▪Global Consumer Credit Study ▪Global Deposits Study

Consumer Insight

Content type Title Content type Title

Global Market Data

▪Channel Analytics ▪Product Analytics

Issue/Fascination

▪Disruptive Models: New Entrants ▪Disruptive Models: P2P study ▪Global Harmonization of Regulation

Country Insight

▪Retail Banking Competitor Profile: CBA ▪Retail Banking Competitor Profile: WestPac ▪Retail Banking Country Snaphot: Canada ▪Retail Banking Country Snaphot: China ▪Retail Banking Country Snaphot: Singapore ▪Retail Banking Country Snaphot: Spain ▪Retail Banking Country Snaphot: UAE

Then why not get in touch.Interested in finding out more?

Simply complete the below form and return it back via one of the following methods:

Contact Information:

Email:[email protected]

Post:Datamonitor Financial, Marketing Dept,Christchurch Court, 10-15 Newgate Street,London, EC1A 7AZ

Online:www.datamonitorfinancial.com/find-out-more

Phone:+44 (0) 20 3377 3809

© Datamonitor Financial. Owned and operated by Informa plc (“Informa”). Registered office Mortimer House, 37-41 Mortimer Street, London, W1T 3JH.Registered in England and Wales Number 3099067.

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