Asian Financial Services

by Hua Zhang, November 6, 2015
Vendor Reviews
Global, Asia-Pacific, EMEA, Latin America

Abstract

Celent estimates the spending on perception reached US$45 million in 2014, and will reach US$55 million in 2017. The CAGR will reach 6.9% during 2015–2017. The US and the UK markets are the most advanced, accounting for 40.5% and 15.7% of the market respectively in 2014.

In the report Perception Study Service Around the World, Celent examines the investor relationship market and profiles some leading vendors.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

Market Size

2

Vendor Overview

3

Corbin Perception

5

Ipreo

6

Rivel Research Group

7

Investor Perceptions

9

Quantifire

10

RD:IR

11

Nasdaq Corporate Solutions

12

Capita Asset Services

13

Equiniti

14

Global Trends

15

Leveraging Celent’s Expertise

17

 

Support for Financial Institutions

17

 

Support for Vendors

17

Related Celent Research

18

by Hua Zhang, November 5, 2015
Industry Trends
Asia-Pacific

Abstract

Since the publication of Big Data Strategies in the Chinese Banking Industry, big data has come to be widely used in credit, credit cards, guarantees, financial matching, and investments.

In the report Trends in Big Data Applications in China’s Financial Industry, Celent examines the new applications, strategies of nonfinancial companies, and providers.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

Applications in the Banking Industry

3

 

Credit Cards

3

 

Automobile Purchase

4

 

Trade Finance

4

Applications in the Securities Industry

5

 

Financial Big Data Index by China Southern Asset Management and Sina

5

Applications in the Insurance Industry

6

Big Data Strategies of Nonfinancial Corporations

7

 

E-Commerce Companies: Alibaba, JD.com, Etc.

7

 

Search Engine: Baidu 100 Index and Bangbang.baidu.com

7

 

Social Networking: Tencent’s WeBank

8

 

Shopping Malls: Wanda Finance

9

Big Data Providers

11

 

Global Big Data Exchange

12

 

Jusfoun

12

 

Credit Sesame

13

 

3Golden

13

 

Bairong Financial Information Services

14

 

CIITC

14

 

Other Big Data Providers

14

Conclusion

15

Leveraging Celent’s Expertise

16

 

Support for Financial Institutions

16

 

Support for Vendors

16

Related Celent Research

17

Crowdfunding in China
by Hua Zhang, October 13, 2015
Industry Trends
Asia-Pacific

Abstract

2014年,中国众筹市场总共筹集资金1.5亿美元,年增长率达到123%。预计到2025年,中国众筹市场将达到500亿美元。

中国的小微企业有三万亿美元的融资需求,监管部门有意希望通过众筹来解决部分资金问题。目前,中国的众筹项目基本上都是消费类产品,尤其集中在智能硬件领域;其次是文化产业领域。在收入模式上,中国的众筹平台的收入模式主要有: 广告模式、投资模式和增值服务模式。在市场份额方面,京东众筹、众筹网、淘宝众筹、点名时间和追梦网是最大的五家众筹公司,占整个市场的61%。在新报告,中国众筹市场,Celent分析了众筹市场的市场规模、商业模式、供应商、法规和趋势。

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

概要

1

 

Key Research Questions

1

市场规模 

2

商业模式 

3

 

众筹产品

3

 

收费模式

3

众筹平台 

5

综合类众筹平台 

6

 

京东众筹

6

 

京东消费板股权私募

6

 

众筹网

7

 

淘宝众筹

8

 

追梦网

8

直型众筹平台 

10

 

面向智能硬件的点名时间

10

 

面向音乐的乐童音乐

11

 

面向影视的淘梦网

11

 

面向学生创意的酷望网

12

 

平安好房

12

 

农业众筹

13

法规 

14

趋势 

15

Leveraging Celent’s Expertise

16

 

Support for Financial Institutions

16

 

Support for Vendors

16

Related Celent Research

17

The Game Changes: PIRA 2015 Convention

: Makati City, Philippines
: October 23, 2015
: Neil Katkov, PhD, Asian Financial Services, Insurance
Global, Asia-Pacific
by KyongSun Kong, September 30, 2015
Industry Trends
Asia-Pacific

Abstract

The number of online-only bank accounts has topped 10 million and is still growing. Although they are still a fragment of the market, their profile is growing slowly but surely.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

Introduction

2

State of the Industry: By the Numbers

3

Business Models

5

 

Payment-Business Emphasis

5

 

Brokerage-Linked Accounts

7

 

Deposit-Business Emphasis

9

 

Ties with Parent Companies

10

Online-Only Banks and Digitization

12

Future Challenges

14

 

Enhancing Advisory Services

14

 

Opportunities in Ecommerce

14

 

Clarifying and Reassessing Customer Targets

14

 

Growing Business Among Small and Medium-Size Businesses

14

 

Foreign Currency Deposits: A Path to Differentiation

15

 

Anti-Fraud Measures

15

Conclusion

17

Leveraging Celent’s Expertise

18

 

Support for Financial Institutions

18

 

Support for Vendors

18

Related Celent Research

19

by Eiichiro Yanagawa, September 16, 2015
Industry Trends
Asia-Pacific

Abstract

Japan’s financial industry is transitioning from considering modernization to implementing it, and what industry players require most right now is a methodology for legacy modernization.

This report delves more deeply into the current state of legacy modernization in Japan, provides an in-depth analysis of the survey results, and considers likely directions for the future.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

 

Definitions

1

Introduction

2

 

Industrial Revolution in the Auto Industry and Modernization

2

 

Modernization in Japan

4

Legacy Modernization 2015 Survey Overview

7

 

Survey Items

7

 

Overview of Survey Participants

7

Implications

9

 

Survey Results

9

 

In the Words of Respondents

10

Celent’s Recommendations

12

 

Digital Financial Services and Legacy Modernization

12

 

Digital Native Initiatives

13

 

Legacy Modernization Framework

15

Conclusion

18

Appendix

20

 

Respondent Profile

20

Leveraging Celent’s Expertise

22

 

Support for Financial Institutions

22

 

Support for Vendors

22

Related Celent Research

23

by Eiichiro Yanagawa, September 16, 2015
Industry Trends
Asia-Pacific

Abstract

This report draws on a spring 2015 Celent survey on legacy modernization. More than 60 firms including banks, insurers, brokers, and asset management firms participated in the survey.

This report sheds light on the current state of core business systems and core system modernization, the outlook for the future, and industry challenges.

Survey questions included:

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

 

Definitions

2

Introduction

3

 

The Industrial Revolution and Modernization

3

Legacy Modernization Survey 2015 Overview

6

 

Survey Items

6

 

Overview of Survey Participants

6

The State of Modernization

8

 

System Replacement Goals and Strategies

8

 

Replacement Project Consideration

9

 

Challenges and Vendor Expectations

13

Business Case Perspectives

16

 

Legacy System Impacts and Merits of Modernization

16

 

Role of Business Cases

17

 

Changes in Cost Allocation

18

New Technology Adoption and Its Impact on Modernization

22

 

Changes in the IT Arena

22

 

IT Unit Assessment

23

 

Changes in Division of Labor Between IT and Business Units

24

Toward Part 2

26

Appendix

27

 

Respondent Profile

27

Leveraging Celent’s Expertise

29

 

Support for Financial Institutions

29

 

Support for Vendors

29

Related Celent Research

30

by Hua Zhang, September 15, 2015
Industry Trends
Asia-Pacific

Abstract

Within the next 10 years, 80% of cash and 60% of credit cards in China will disappear, with mobile wallets replacing them. In 15 years, the front desk services of most small and midsize financial institutions will be performed by third parties. These channels will become smaller, more community-based, intelligent, diversified, and embedded.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

Opportunities and Challenges for Retail Banks

2

The Transformation of Bank Channels

3

Platform + Financing

5

Integration of Banking Services with Other Sectors

7

Social Networking

9

 

Banking Channels Based on WeChat, Yixin, and QQ

10

 

Community Social Networking

10

 

Financial Social Networking Sites

11

Direct Banks

13

Community Banks

15

Internet Channels

16

Conclusion

17

Leveraging Celent’s Expertise

18

 

Support for Financial Institutions

18

 

Support for Vendors

18

Related Celent Research

19

Big Data in China’s Financial Industry, 2015 Update: New Business Models Emerging
by Hua Zhang, September 8, 2015
Industry Trends
Asia-Pacific

Abstract

自从上一篇报告《大数据在中国银行业的应用趋势》发表以来,大数据在中国金融业的应用又有了新的发展。目前,大数据已经广泛应用在信贷、信用卡、担保、金融撮合和投资领域。

今天,大型银行都已经完成了电商、社交、P2P和大数据平台的建设和推广,这些电商、社交和P2P平台可以更好地帮助金融机构获得客户数据以便于发展更深的基于数据的金融服务。在证券业中,许多证券公司都在试点证券大数据业务,比如海通证券开发了客户行为特征分析技术。保险行业中,平安保险和泰康人寿,建立了大数据中心。许多非金融公司开始利用自己已有的数据资源来发掘金融业务的业务机会,这包括:阿里巴巴、百度和腾讯。在新报告,大数据在中国金融业的应用新趋势2015,Celent分析了大数据在金融业的应用模式、战略和数据供应商。

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

概要

1

银行业应用

2

 

信用卡

2

 

汽车金融

2

 

担保

3

证券业应用

4

 

南方基金与新浪推出财经大数据指数

4

保险行业应用 

5

非金融公司的金融大数据战略 

6

 

电商大数据金融:阿里巴巴、京东等

6

 

搜索大数据金融:百度100指数和帮帮贷

6

 

社交大数据金融:腾讯的微众银行

7

 

商场的大数据金融:万达金融

7

大数据供应商

9

 

贵阳大数据交易所

10

 

九次方

10

 

芝麻信用

11

 

金电联行

11

 

百融金服

11

 

中国保信

11

 

其他大数据供应商

11

总结 

12

Leveraging Celent’s Expertise

13

 

Support for Financial Institutions

13

 

Support for Vendors

13

Related Celent Research

14

Celent opens nominations for 2016 Model Insurer and Model Insurer Asia Awards

Boston MA
September 2, 2015

 

Celent has announced that nominations are now open for the Tenth Annual Model Insurer Awards and the Sixth Annual Model Insurer Asia Awards.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Sign in to download reports and access personalized information