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市場調查報告書

銀行自動化&機器人顧問:成本、影響、成長機會分析 (2018-2022年)

Banking Automation & Roboadvisors: Cost Analyses, Impacts & Opportunities 2018-2022

出版商 Juniper Research 商品編碼 603191
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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銀行自動化&機器人顧問:成本、影響、成長機會分析 (2018-2022年) Banking Automation & Roboadvisors: Cost Analyses, Impacts & Opportunities 2018-2022
出版日期: 2018年02月06日 內容資訊: 英文
簡介

本報告提供軟體自動化的金融業的影響調查,機器人流程自動化,機器人顧問,聊天機器人的金融業界的用途、引進區域,引進成本、運用成本分析,市場的影響因素分析,軟體&業務收益的預測,降低成本額的預測,供應商分析,策略性成長機會分析等彙整資料。

提供內容

  • 市場趨勢、競爭環境 (PDF)
  • 5年市場預測 (PDF & Excel)

目錄

第1章 自動化&機器人顧問:目前市場、影響分析

  • 簡介
  • 目前市場、影響分析:自動化
    • 客戶參與
      • 顧客服務:聊天機器人
      • 顧客服務:銀行API
      • 依據狀況交叉銷售&提升銷售
    • 影響分析
      • 聊天機器人的商務案例
    • 資料管理
      • 服務、營運、市場相關考察:AI
    • 商務流程
      • 作用的重新定義、降低成本:RPA
    • 影響分析
  • 目前市場、影響分析:機器人顧問
    • 混合機器人顧問
    • 法律制度
      • 美國
      • 英國
      • EU
    • 影響分析

第2章 自動化&機器人顧問:策略、市場機會

  • 聊天機器人:市場機會、建議
  • RPA:市場機會、建議
  • 機器人顧問:市場機會、建議
    • 主要課題
    • 總論
  • 銀行的自動化:供應商分析
    • 總論

第3章 自動化&機器人顧問:市場預測

  • 簡介
  • 調查手法、前提條件
    • 機器人顧問&聊天機器人
    • RPA
  • 機器人流程自動化
    • RPA軟體&業務收益
    • 銀行、金融服務的RPA軟體&業務收益
  • 聊天機器人
    • 降低成本
  • 機器人顧問
    • AUM (Assets Under Management)
    • 平台收益
目錄

Overview

Juniper's ground-breaking Banking Automation & Roboadvisors research highlights how the financial industry is poised to be transformed by dramatic efficiencies created by software automation.

Juniper's incisive research provides unique insights into the market, analysing deployment and operational cost scenarios, key market forces and strategic opportunities.

The analysis covers key industry service segments, including:

  • Robotic Process Automation
  • Roboadvisors
  • Chatbots

This research suite comprises:

  • Market Trends & Competitive Landscape (PDF)
  • 5 Year Market Sizing & Forecast (PDF & Excel)

Key Features

  • Sector Dynamics: Market status and impact assessment alongside strategic opportunities and recommendations for:
    • Robotic Process Automation
    • Roboadvisors
    • Chatbots
  • Multi-Scenario Cost Analyses: including deployment and operational costs for:
    • Customer Service Chatbots
    • Robotic Process Automation replicating offshore outsourcing
  • Juniper Positioning Index: Innovation and agility assessment for 12 key RPA vendors
  • Benchmark industry forecasts: market segment forecasts for financial services automation, including:
    • Robotic Process Automation
    • Customer Service Chatbots
    • Roboadvisors

Key Questions

  • 1. How will banking automation impact traditional contact centres and business process outsourcing?
  • 2. How can banks strategically position themselves to capitalise on automation as part of their digital transformation strategy?
  • 3. How should banks and financial service providers approach opportunities afforded by automation and roboadvisors?
  • 4. What strategies should roboadvisory service providers implement to realise a sustainable business?
  • 5. What is the size of the revenue opportunity for automation in banking?

Companies Referenced

Alibaba, Antworks, Automation Anywhere, BlackRock, Blue Prism, Boston Consulting Group, Charles Schwab, Cio.com, Facebook, FCA (Financial Conduct Authority), FutureAdvisor, HSBC, IBM, Ikarus, Infosys/EdgeVerve, ING, IP Soft, Kryon, Microsoft, Pegasystems, PwC, Scalable Capital, SEC (Securities & Exchange Commission), Tech Mahindra, UiPath, Vanguard, Wipro, WorkFusion.

Data & Interactive Forecast

Juniper's Banking Automation & Roboadvisors forecast suite includes:

  • Segment splits for:
    • Robotic Process Automation
    • Customer Service Chatbots
    • Roboadvisors
  • Regional splits for 8 key regions, as well as country level data splits for:
    • Canada
    • China
    • Denmark
    • Germany
    • Norway
    • Portugal
    • Spain
    • Sweden
    • UK
    • US
  • Interactive Scenario Tool allowing users to manipulate Juniper's data for 3 different metrics.
  • Access to the full set of forecast data of 18 tables and over 2,260 datapoints.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

1. Automation & Roboadvisors: Market Status & Impact Analysis

  • 1.1. Introduction
    • Figure 1.1: AI & Automation in Banking: Operations & Service Layers Impacted
  • 1.2. Market Status & Impact Analysis: Automation
    • 1.2.1. Customer Engagement
      • i. Customer Service: Chatbots
      • ii. Customer Service: Banking APIs
      • iii. Contextualised Cross-/Upselling
    • 1.2.2. Impact Analysis
      • i. The Chatbot Business Case
        • Table 1.2: Chatbot Cost Analysis Data
        • Figure 1.3: Chatbot Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5
        • Table 1.4: Chatbot Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5
    • 1.2.3. Data Management
      • i. Service, Operations & Market Insight: AI
    • 1.2.4. Business Processes
      • i. Role Redefinition & Cost Savings: RPA
    • 1.2.5. Impact Analysis
      • Figure 1.5: Probablity of ‘Computerisation' Impact on Financial Industry Workforce (1=Maximum)
      • Table 1.6: RPA Cost Analysis Scenario Data
      • Figure & Table 1.7: RPA Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5
  • 1.3. Market Status & Impact Analysis: Roboadvisors
    • Figure 1.8: AI Role Classification in Roboadvisors
    • 1.3.1. Hybrid Roboadvisors
    • 1.3.2. Regulatory Environment in Key Markets
      • i. US
      • ii. UK
      • iii. EU
    • 1.3.3. Impact Analysis
      • Table 1.9: Private Wealth & AUM Analysis 2018 & 2022

2. Automation & Roboadvisors: Strategy & Opportunities

  • 2.1. Chatbots: Opportunities & Recommendations
  • 2.2. RPA: Opportunities & Recommendations
    • Figure 2.1: RPA & AI Implementation Structure
  • 2.3. Roboadvisors: Opportunities & Recommendations
    • 2.3.1. Key Challenge
    • 2.3.2. Conclusions
  • 2.4. Automation in Banking: Vendor Analysis
    • Figure 2.2: Automation Service Phased Categorisation
    • Table 2.3: Juniper Vendor Positioning Index: Intelligent Automation
    • Figure 2.4: Juniper Vendor Positioning Index: Intelligent Automation
    • 2.4.1. Conclusions
      • i. Orchestrated Vendors
      • ii. Cognitive Vendors
      • iii. Intelligent Vendors

3. Automation & Roboadvisors: Market Forecasts

  • 3.1. Introduction
  • 3.2. Methodology & Assumptions
    • 3.2.1. Roboadvisors & Chatbots
    • 3.2.2. RPA
      • Figure 3.1: Banking Chatbot Methodology
      • Figure 3.2: Roboadvisor Methodology
  • 3.3. Robotic Process Automation
    • 3.3.1. RPA Software & Services Revenue
      • Figure & Table 3.3: Total RPA Software & Services Revenue ($m), Split by 8 Key Regions 2017-2022
    • 3.3.2. RPA Software & Services Revenue in Banking & Financial Services
      • Figure & Table 3.4: Total Software & Services RPA Revenue in Banking & Financial Services ($m), Split by 8 Key Regions 2017-2022
  • 3.4. Chatbots
    • 3.4.1. Cost Savings
      • Figure & Table 3.5: Total Customer Service Cost Savings from Banking Chatbot Interactions ($m), Split by 8 Key Regions
  • 3.5. Roboadvisors
    • 3.5.1. AUM (Assets Under Management)
      • Figure & Table 3.6: Total Roboadvisor AUM ($bn), Split by 8 Key Regions, 2017-2022
    • 3.5.2. Platform Revenues
      • Figure & Table 3.7: Roboadvisor Service Provider Platform Revenues ($m), Split by 8 Key Regions 2017-2022
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