Cisco Consulting Thought Leadership

Financial Services

Winning Strategies for Omnichannel Banking

Cisco Consulting Services Global Research Reveals New Ways for Banks To Prosper in an Omnichannel World

Wealth Management

Reinventing Wealth Management with Technology-Enabled Video Services(PDF - 1.61 MB)
How technology solutions such as video and collaboration can add value and increase efficiency as wealth management firms interact with investors.
Infographic (Small) (PDF - 342 KB)
Infographic (Large) (PDF - 3.35 MB)

Survey Report Analysis: Winning the Battle for the Wealthy Investor: New Cisco Consulting Services Study Uncovers Significant Opportunity To Address Needs of Wealthy Under-50 Investors (PDF - 5.25 MB)
This report provides in-depth analysis of a recent Cisco study of 1,000 wealthy U.S. investors to understand their attitudes toward investing in today's challenging economic environment.

Winning the Battle for the Wealthy Investor: New Cisco Consulting Services Study Uncovers Significant Opportunity To Address Needs of Wealthy Under-50 Investors (PDF - 2.16 MB)
Cisco Consulting Services recently sought the perspective of 1,000 of financial services firms' wealthiest, most valuable clients. This point-of-view highlights how technology-enabled interactions are key to banks attracting and retaining this critical customer segment.

Generational Strategy

2011: Positioning for Future Competitiveness in Retail Banking (PDF - 2.59 MB)
The global macroeconomic situation has presented the financial services (FS) industry with a myriad of challenges over the last few years.

Transforming the Insurance Industry To Increase Customer Relevance (PDF - 2.59 MB)
Given the challenges insurance companies face today from heightened consumer expectations, new market entrants and niche players, powerful demographic shifts, and advances in technology, it is important for executives to think seriously about transforming their companies' centuries-old business models to become more relevant to their customers.

Young Consumers Transforming Retail Banking (Jörgen Ericsson and Philip Farah VoD)
Watch (Video - 12:04 min)

Top 10 Reasons Young Consumers Will Transform Retail Banking (PDF - 4.92 KB)

The Next Growth Opportunity for Banks (PDF - 2.81 MB)
How the post-crisis financial needs of younger consumers will transform retail banking services.

Next-gen Web: Tools for Building Strong Customer Relationships in Retail Banking (PDF - 329 KB)
Examine technologies that constitute the Next-generation Web, and how these capabilities play out in the real world of retail banking.

Enabling Connected Commerce: Banks Can Compete More Effectively by Supporting Shopping Preferences of Connected Consumers (PDF - 327 KB)
Learn how connected consumers behaviors and perceptions are changing relative to shopping and payments.

Cisco Consulting Services's latest thought leadership for the financial services industry, featuring proven solutions to daunting business challenges—and the roadmap for achieving success.

More Effective Compliance  (PDF - 793 KB)
An Unrecognized Benefit of Improved Collaboration

Winning Strategies for Financial Services Players in the Age of Mobile and Social Payments  (PDF - 1.13 MB)
Insights from Cisco Consulting Services Primary Research

Reinventing Wealth Management with Technology-Enabled Video Services(PDF - 1.61 MB)
How technology solutions such as video and collaboration can add value and increase efficiency as wealth management firms interact with investors.
Infographic (Small) (PDF - 342 KB)
Infographic (Large) (PDF - 3.35 MB)

Survey Report Analysis: Winning the Battle for the Wealthy Investor: New Cisco Consulting Services Study Uncovers Significant Opportunity To Address Needs of Wealthy Under-50 Investors (PDF - 5.25 MB)
This report provides in-depth analysis of a recent Cisco study of 1,000 wealthy U.S. investors to understand their attitudes toward investing in today's challenging economic environment.

Winning the Battle for the Wealthy Investor: New Cisco Consulting Services Study Uncovers Significant Opportunity To Address Needs of Wealthy Under-50 Investors (PDF - 2.16 MB)
Cisco Consulting Services recently sought the perspective of 1,000 of financial services firms' wealthiest, most valuable clients. This point-of-view highlights how technology-enabled interactions are key to banks attracting and retaining this critical customer segment.

> View all Financial Services Thought Leadership

Recent examples of Cisco Consulting Services highly successful engagements with key players throughout the financial services industry. Each "success story" describes how Cisco Consulting Services' guidance enabled the customer to address specific challenges and achieve significant business impact.

BNP Paribas Fortis (PDF - 307 KB)
Remote Adviser Service Redefines Customer Experience and Drives Growth for BNP Paribas Fortis

Major European Bank Launches Successful Suite of Mobile Banking Services (PDF - 572 KB)
A major European bank turned to Cisco Consulting Services to help develop a suite of mobile banking services that would attract and retain customers.

Generali Group (PDF - 220 KB)
How improving collaboration and communications, strategically implemented to address specific issues, can achieve business transformation.

Zurich Financial Services (PDF - 84 KB)
North American operations are transformed through innovative go-to-market project.

Allianz Deutschland AG (PDF - 169 KB)
IP-enabled Virtual Contact Center improves customer experience, reduces cost and enhances flexibility.

Credit Suisse (PDF - 163 KB)
A virtual campus with multichannel "blended learning."


> View all Financial Services Customer Success stories