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市場調查報告書

財富經營管理(資產管理)IT的2013年的優先事項及到2017年的支出預測

Wealth Management IT Priorities for 2013 and Spending Forecasts to 2017

出版商 Ovum (TMT Intelligence, Informa) 商品編碼 290441
出版日期 內容資訊 英文 13 Pages
商品交期: 最快1-2個工作天內
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財富經營管理(資產管理)IT的2013年的優先事項及到2017年的支出預測 Wealth Management IT Priorities for 2013 and Spending Forecasts to 2017
出版日期: 2013年11月08日 內容資訊: 英文 13 Pages
簡介

金融服務業的IT集中度和其他部門比較是最高,財富經營管理(資產管理)IT幹部需要一邊保持各種優先事項的平衡一邊處理IT支出。由於充分掌握產業趨勢及優先事項,財富管理師可進行與其他同業公司的比較。該領域的技術支出,預計2017年達到320億美元。

本報告針對財富經營管理(資產管理)IT的支出趨勢,提供2013年的IT策略上主要的推動因素與優先事項調查,各地區、市場的IT支出趨勢概括,以及到2017年的預測提示的財富經營管理的IT支出擴大領域鑑定,為您概述為以下內容。

摘要

  • 發展要素
  • Ovum的見解
  • 主要的訊息

更強的客戶促進IT預算的擴大

  • 財富管理師,不僅是降低成本,應再調整收益增加策略
  • IT預算大部分擴大6%強

重視收益增加促進IT企劃

  • 數位及物理流通管道以及產品開發CIO的投資優先事項的首位
  • 重視收益增加促進民間銀行的營業部門投資

建議

  • 給企業的建議
    • 投資銷售管道促進收益
    • 著重事務管理部門的降低產業成本
  • 供應商的建議
    • 以數位傳輸為中心,提供可靠的流通管道解決方案

附屬資料

  • 相關報告書
  • 定義
  • 調查手法
  • 著者
  • Ovum諮詢
  • 免除責任

圖表

目錄
Product Code: IT003-000582

With IT intensity in the financial services industry among the highest when compared to other sectors, wealth management IT executives need to balance a range of priorities in directing their IT spending. Understanding industry trends and priorities helps wealth managers to benchmark themselves against their peers.

Highlights

  • The increased strength of the client is driving investments in channels and product development, predominantly in online and mobile delivery, making this the area with the highest spending growth across geographies. Wealth managers also need to focus on improving client trust, which translates into increasing sales and improving servicing effectiveness.
  • Results from the recent Ovum's Enterprise Insights study of nearly 200 wealth management institutions across the Americas, Europe, and Asia-Pacific reveal that reducing operating costs and supporting revenue growth are the most important objectives impacting IT investment strategy in 2013.
  • According to Ovum's technology market sizing and forecasts, IT spending growth in the global retail banking industry is expected to accelerate in 2014 and grow at a rate of 4.0%, up from 3.1% in 2013.

Features Benefits

  • Provides executive perspectives on key drivers and priorities in IT strategy in 2013.
  • Identifies IT spend growth areas in wealth management to 2017.

Questions Answers

  • Which countries and markets will see the strongest IT spend growth in the short and medium term?
  • Where are my peers allocating spend across business functions?

Table of Contents

Headings

  • SUMMARY
    • Catalyst
    • Ovum view
    • Key messages
  • A STRONGER CUSTOMER DRIVES IT BUDGET GROWTH
    • Wealth managers should rebalance strategy toward revenue growth rather than just cost reduction
    • The majority of IT budgets are set to grow by 6% or more
  • FOCUS ON REVENUE GROWTH DRIVES IT PROJECTS
    • Digital and physical channels and product development top CIOs' investment priorities
    • The focus on revenue growth is driving front-office investments among private bankers
  • RECOMMENDATIONS
    • Recommendations for enterprises
      • Invest in distribution channels to drive revenues
      • Focus on operational cost reduction in back-office operations
    • Recommendation for vendors
      • Deliver a credible channel solution, with digital delivery at the center
  • APPENDIX
    • Further reading
    • Definitions
    • Methodology
    • Author
    • Ovum Consulting
    • Disclaimer

Figures

  • Figure 1: Wealth managers' IT investment drivers
  • Figure 2: Wealth managers' IT budget changes, 2013 and 2014
  • Figure 3: Global technology spending for wealth management
  • Figure 4: Technology spending by subregion, 2013-2017
  • Figure 5: Wealth managers' top-three IT projects
  • Figure 6: Retail brokerage technology spending by business function, 2013-2017 ($m)
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