The war on the banks – or the myth of the convenient monster

There is an idea that runs through literature that goes like this – if you want to create a simple and compelling narrative then you need to create a monster, …

White Paper – The Shock of the New

Excerpt The financial services industry is in a state of flux. As competition heats up and companies scramble for market share, there are some new kids on the block threatening …

Retail funds will struggle in the shift from product to service

At the moment around the world, financial services is an industry in transition from being a product provider to a service provider, and if the first wave of data is …

Bank staff trump brokers on service times

The latest round of CoreData Home Loan Mystery Shopping in which 275 customers moved through the home loan process showed a rapid shift in channel behaviour. The Mystery Shopping Process …

Regulation battles in the UK – the opening of the second front

William Maye reports from CoreData UK about the likely effects of the upcoming Mifid II legislation. UK based financial advisers  have been through four years of regulatory change and there …

From Russia with doubt

When we all think of Russia – we tend to think of it as the alternative superpower – the controlled economy ying to the capitalist yang of the Unites States, …

Digital disruption races ahead in Europe and China

It’s easy to see why banks and fund managers alike are in love with automation – in terms of management, scalability and cost, machines are a lot easier to lover …

Banks must rebuild trust to fend off fintechs

Stories of deceitful conduct among financial planning and banking have been all-too prevalent over the last decade leading to broader resentment among the public towards the sector. Trust in banking, …

Cashless way taps and grows

In Australia we talk a lot about our ‘cash economy’ – the cash-in-hand, under the table payments that hit the government’s hip pocket in the form of unpaid taxes or …

White Paper – The Future of Banking

Excerpt Australia’s financial services sector is the biggest contributor to the national economy, employing 450,000 people, with a rocksteady reputation. Yet despite the envious strength of our major banks and …

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