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뱅킹 자동화 및 로보어드바이저 : 벤더 포지셔닝, 전략, 성장 예측(2019-2023년)

Banking Automation & Roboadvisors: Vendor Positioning, Strategies & Forecasts 2019-2023

리서치사 Juniper Research
발행일 2019년 01월 상품 코드 603191
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뱅킹 자동화 및 로보어드바이저 : 벤더 포지셔닝, 전략, 성장 예측(2019-2023년) Banking Automation & Roboadvisors: Vendor Positioning, Strategies & Forecasts 2019-2023
발행일 : 2019년 01월 페이지 정보 : 영문

이 페이지에 게재되어 있는 내용은 최신판과 약간 차이가 있을 수 있으므로 영문목차를 함께 참조하여 주시기 바랍니다. 기타 자세한 사항은 문의 바랍니다.

소프트웨어 자동화가 금융업에 미치는 영향을 조사했으며, 로보틱 프로세스 자동화, 로보어드바이저와 챗봇이 은행 및 금융업에서 용도, 도입 분야, 도입에 영향을 미치는 요인, 금융기관의 기술 투자 동향, 소프트웨어 및 서비스 수익 예측, 비용 절감 예측, 주요 벤더 분석, 전략적 제안 등의 정보를 정리했습니다.

제공 내용

  • 시장 동향과 시장 기회(PDF)
  • 5개년 시장 예측(PDF & Excel)

목차

제1장 요점과 전략적 제안

  • 요점
    • RPA(Robotic Process Automation)
    • 로보어드바이저
    • 챗봇
  • 전략적 제안

제2장 은행업 분석

  • 서론
  • PESTEL 분석
  • Five Forces 분석
  • FI 기술 투자
  • 온라인 뱅킹과 FI 앱 도입률
  • 오픈뱅킹

제3장 자동화와 로보어드바이저 : 벤더 전략과 시장 전망

  • FI에서의 자동화 : 챗봇
    • 시장 상황
    • 시장 기회와 제안
  • 은행업에서의 자동화 : RPA & AI
    • 시장 상황
    • 지역적 확대
    • RPA 벤더 포지셔닝 인덱스
    • 성장하는 RPA
    • 시장 기회와 제안
  • FI에서의 자동화 : 로보어드바이저
    • 시장 상황
    • 포지셔닝 분석
    • 성장하는 로보어드바이저
    • 시장 기회와 제안

제4장 자동화와 로보어드바이저 : 시장 예측

  • 서론
  • 조사 방법 및 전제조건
  • 로봇 프로세스 자동화
    • RPA 소프트웨어 및 서비스 수익
    • 은행 및 금융 부문에서의 RPA 소프트웨어와 서비스
  • 챗봇
    • 비용 절감
  • 로보어드바이저
    • AUM
    • 플랫폼 수익
LSH 19.01.16

Overview

Juniper's latest ‘Banking Automation & Roboadvisors ’ research shows how FIs (Financial Institutions) have been transformed by software automation; how they are performing, and which strategies they should adopt in the race to innovate. In order to assist FIs in their decision-making processes, the research delivers an in-depth analysis of automation vendors, alongside a comprehensive macro and micro industry analysis of the financial sector.

Juniper offers additional analysis in the form of FIs' investment in automation through patents, the emergence and impact of mobile banks and Open Banking in the sector. It gives a detailed analysis of the RPA (Robotic Process Automation) and roboadvisor vendor landscape through positioning indexes and strategic recommendations.

The analysis covers key industry service segments, including:

  • RPA (Robotic Process Automation)
  • Roboadvisors
  • Chatbots

The research suite comprises of:

  • Market Trends & Opportunities (PDF)
  • 5-Year Market Sizing & Forecast Spreadsheet (PDF & Excel)

Key Features

  • Market Dynamics: Provides an extensive evaluation of the FI's ecosystem, covering the following elements:
    • PESTEL Analysis: Political, economic, social, technological, environmental and legal forces affecting FIs, coupled with strategies to determine how automation can help in dealing with these pressures.
    • Porter's 5 Forces Analysis: Analyses the strength of competitors, buyers, suppliers and substitute products' power, in relation to current FIs alongside a set of strategic recommendations.
    • Market Investments: Assessment of investments made by incumbent FIs in automation, alongside analysis of relevant patents filed at the USPTO.
    • Market Disruption: Investigates the emergence of mobile banks and mobile offerings from traditional and mobile banks, alongside Open Banking and its impact on incumbents and new FIs.
  • Sector Analysis: Presents a comprehensive analysis of vendors; exploring their service offers and market position across key sectors:
    • RPA
    • Roboadvisors
    • Chatbots
    • Includes strategic vendor positioning and analysis for key RPA and roboadvisor start-ups.
  • Juniper Positioning Index: 18 leading RPA vendors, scored and positioned on the Juniper Vendor Positioning Index.
  • Juniper Disruptor & Challenger Quadrant : 18 leading Roboadvisor vendors, scored and positioned on the Juniper Disruptor & Challenger Quadrant.

Key Questions

  • 1. What is the revenue opportunity for automation in banking over the next 5 years?
  • 2. Which financial and banking companies have a stronger position in automation strategy?
  • 3. What are the main industry challenges and opportunities to FIs in the race for automation?
  • 4. Which are the current RPA and roboadvisor lead players and how are they currently influencing the market?
  • 5. Which key players are better positioned to influence the market over the next 5 years?

Companies Referenced

  • Included in Vendor Positioning Index: Another Monday, AntWorks, Autologyx, Automation Anywhere, Blue Prism, Cinnamon, Contextor, EdgeVerve, Intellicog Technologies, Kofax Kapow, Kryon, Larcai, NICE, Pegasystems, Redwood Robotics, Softomotive, Thoughtonomy, UiPath, WorkFusion.
  • Included in Disruptors & Challengers Quadrant: Acorns, Betterment, Bloom, Charles Schwab, E-Trade, Feelcapital, Fidelity, Future Advisor, Moneyfarm, Nutmeg, Personal Capital, Scalable Capital, Sigfig, TD Ameritrade, Vanguard, Wealthfront, Wealthify, Wealthsimple, WiseBanyan.
  • Mentioned: ABN AMRO Bank, ABBYY, Agricultural Bank of China, AIB Group (UK), Ally Bank, Ally Financial, Amazon, American Express, Apple, Atom Bank, B, Banco Bilbao Vizcaya Argentaria, Banco Bradesco, Banco do Brasil, Bancolombia, Bank of America, Bank of China, Bank of Communications, Bank of Cyprus UK, Bank of Ireland (UK), Bank of Scotland, Bank Sohar, BankMobile, Barclays Bank, BNP Paribas, Capital One, CBD Now, Chime, China Construction Bank, China Merchants Bank, Citigroup, Clydesdale Bank, Commonwealth Bank of Australia, Coutts & Company, Credit Agricole, Cumberland Building Society, Deutsche Bank, Digibank, Facebook, FCA (Financial Conduct Authority), Fidor Bank, Finn by Chase, First Direct, Global Bank, GoBank, Google, Groupe BPCE, HBS, HDFC Bank, Hello Bank, HSBC Holdings, IBM, Industrial and Commercial Bank of China, ING Group, ING-Dib, Itau Unibanco Holding, JPMorgan Chase, Koho, Lloyds Banking Group, Loot, Marks & Spencer Financial Services, Mashreq Neo, ME, Microsoft, Mitsubishi UFJ Financial Group, Monese, Monzo, Moven, N26, National Westminster Bank, Nationwide Building Society, Neat, Northern Bank, Pepper, Rabobank, Revolut, Santander, SAP, Sberbank, SBI cards, SEB AB, SG Kleinwort Hambros Bank, Simple, Simplii, Societe Generale, Starling, State Bank of India, Sumitomo Mitsui Financial Group, Tangerine, The Co-operative Bank, The Royal Bank of Scotland, Twitter, USAA, Ulster Bank, USPTO (US Patent and Trademark Office), Wells Fargo, WhatsApp, World Bank Group.

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 2,300 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. Key Takeaways & Strategic Recommendations

  • 1.1. Key Takeaways
    • 1.1.1. RPA (Robotic Process Automation)
    • 1.1.2. Roboadvisors
    • 1.1.3. Chatbots
  • 1.2. Strategic Recommendations
    • Figure 1.1: Banking Automation, Roboadvisor & Chatbots Market Forecast Summary

2. Banking Industry Analysis

  • 2.1. Introduction
  • 2.2. PESTEL Analysis
    • 2.2.1. PESTEL Pressures
      • Figure 2.1: PESTEL Analysis of Financial Services Industry
      • Figure 2.2: Juniper Global Banked Population Forecast 2018-2023
  • 2.3. Five Forces Analysis of the Incumbent Banking Industry
    • i. Rivalry among Competitors
      • Table 2.3: Rank of 25 Global Banks According to Revenues
    • ii. Threat of New Entrants
      • Table 2.4: New Players in the Banking Sector ?-Mobile Banks
    • iii. Buyers?-Bargaining Power
    • iv. Suppliers?-Bargaining Power
    • v. Threat of Substitutes
    • vi. Opportunities & Recommendations
      • Table 2.5: Five Forces Analysis of the Banking Industry
  • 2.4. FI Investment in Technology
    • Figure 2.6: Patents Filled at USPTO by FIs
  • 2.5. Online Banking & FIs App Rating
    • Table 2.7: Mobile Bank Apps Rank
  • 2.6. Open Banking
    • Figure 2.8: Open Banking Regulated Providers in the UK

3. Automation & Roboadvisors: Vendor Strategies & Market Outlook

  • 3.1. Automation in FIs: Chatbots
    • 3.1.1. Chatbots Market Status
      • Figure 3.1: Chatbot Advantages & Disadvantages
      • Table 3.2: Chatbots Functionalities in FIs
    • 3.1.2. Opportunities & Recommendations
  • 3.2. Automation in Banking: RPA & AI
    • 3.2.1. RPA Market Status
      • Table 3.3: RPA Implementation by FIs
    • 3.2.2. Geographic Spread
      • Table 3.4: RPA Vendor Geographic Spread
    • 3.2.3. RPA Vendor Positioning Index
      • Table 3.5: Automation Service Phase Categorisation
      • Figure 3.6: Juniper Vendor Positioning Index: Intelligent Automation
      • i. Scripted Vendors
      • ii. Orchestrated Vendors
      • iii. Cognitive Vendors
      • iv. Intelligent Vendors
      • v. Intelligent Vendors Focused on Financial & Banking Solutions
    • 3.2.4. RPA Rising Stars
      • Figure 3.7: Rising Stars Analysis: RPA
    • 3.2.5. Opportunities & Recommendations
      • Figure 3.8: Barriers to Effective Automation Process
  • 3.3. Automation in FIs: Roboadvisors
    • 3.3.1. Roboadvisors Market Status
      • Table 3.9: AI Role Classification in Roboadvisors
      • Figure 3.10: Roboadvisors by Taxable Returns in Q3 2018
    • 3.3.2. Roboadvisor Positioning Analysis: Disruptors & Challengers Quadrant
      • Figure 3.11: Juniper Disruptors & Challengers Quadrant: Roboadvisors
      • i. Embryonic
      • ii. Catalysts
      • iii. Disruptors
      • iv. Nascent
    • 3.3.3. Roboadvisor Rising Stars
      • Figure 3.12: Rising Stars Analysis: Roboadvisors
    • 3.3.4. Opportunities & Recommendations

4. Automation & Roboadvisors: Market Forecasts

  • 4.1. Introduction
  • 4.2. Methodology & Assumptions
    • 4.2.1. Roboadvisors & Chatbots
    • 4.2.2. RPA
      • Figure 4.1: Banking Chatbot Methodology
      • Figure 4.2: Roboadvisors Methodology
  • 4.3. Robotic Process Automation
    • 4.3.1. RPA Software & Services Revenue
      • Figure & Table 4.3: Total RPA Software & Services Revenue ($m), Split by 8 Key Regions 2018-2023
    • 4.3.2. RPA Software & Services in Banking & Finance
      • Figure & Table 4.4: Total Software & Services RPA Revenue in Banking & Financial Services ($m), Split by 8 Key Regions 2018-2023
  • 4.4. Chatbots
    • 4.4.1. Cost Savings
      • Figure & Table 4.5: Banking Customer Service Cost Savings Enabled through Chatbot Deployment ($m), Split by 8 Key Regions 2018-2023
  • 4.5. Roboadvisors
    • 4.5.1. AUM (Assets Under Management)
      • Figure & Table 4.6: Roboadvisors Assets under Management ($bn), Split by 8 Key Regions 2018-2023
    • 4.5.2. Roboadvisor Platform Revenues
      • Figure & Table 4.7: Roboadvisor Platform Revenues ($m), Split by 8 Key Regions 2018-2023
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