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バンキングオートメーション&ロボアドバイザー:コスト分析、影響&市場機会 2018-2022年

Banking Automation & Roboadvisors

Cost Analyses, Impacts & Opportunities 2018-2022

 

出版社 出版年月ファイ ル/CD-ROM価格 ページ数図表数
Juniper Research
ジュニパーリサーチ社
2018年2月GBP2,250
完全版(PDF+Excel)
39 18

サマリー

このレポートはソフトウェアオートメーションにより達成される劇的な効率に金融産業がどのように対応・準備を行うべきかを提言しています。

市場ステータスとインパクト評価

  • ロボティック処理オートメーション
  • ロボアドバイザー
  • チャットボット

マルチシナリオでのコスト分析

  • 消費者向けサービスチャットボット
  • ロボティック処理オートメーションによる海外委託の再現

調査対象国

  • カナダ
  • 中国
  • デンマーク
  • ドイツ
  • ノルウェー
  • ポルトガル
  • スペイン
  • スウェーデン
  • 英国
  • 米国

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.

Juniper has thoroughly assessed the Banking Automation & Roboadvisors market landscape, delivering a must-read report for industry stakeholders wishing to understand the strategic landscape. Readers will find an in-depth analysis of the current market status alongside the expected impact of automation across customer engagement, data management and business processes.

The research suite includes:

  1. Key market trends and forecasts, allied to an analysis of the present landscape and near- and long-term outlook for the market.
  2. Impact analysis of automation on customer engagement, business processes and wealth management.
  3. Key market opportunity analysis for stakeholders.
  4. 5 year forecasts covering Banking Automation and Roboadvisors, including:
    1. Robotic process automation revenues from banking & financial services
    2. Customer service chatbot cost savings
    3. Roboadvisor AUM (assets under management)
    4. Roboadvisor AUM split according to deployment type
    5. Roboadvisor platform revenues
  5. Interactive Forecast Excel – highly granular dataset comprising more than 2,260 datapoints, allied to an Interactive Scenario Tool giving user the ability to manipulate Juniper’s data (Interactive XL).


目次

Table of Contents

1. Automation & Roboadvisors: Market Status & Impact Analysis

1.1 Introduction . 4
Figure 1.1: AI & Automation in Banking: Operations & Service Layers Impacted . 5
1.2 Market Status & Impact Analysis: Automation . 5
1.2.1 Customer Engagement. 5
i. Customer Service: Chatbots . 5
ii. Customer Service: Banking APIs . 6
iii. Contextualised Cross-/Upselling . 7
1.2.2 Impact Analysis. 7
i. The Chatbot Business Case . 7
Table 1.2: Chatbot Cost Analysis Data . 8
Figure 1.3: Chatbot Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5 . 8
Table 1.4: Chatbot Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5 . 9
1.2.3 Data Management . 9
i. Service, Operations & Market Insight: AI . 9
1.2.4 Business Processes . 10
i. Role Redefinition & Cost Savings: RPA . 10
1.2.5 Impact Analysis. 10
Figure 1.5: Probability of ‘Computerisation’ Impact on Financial Industry Workforce (1=Maximum) . 11
Table 1.6: RPA Cost Analysis Scenario Data. 12
Figure & Table 1.7: RPA Implementation vs Baseline: Annual Cost ($000), Split by Scenario, Years 1-5. 13
1.3 Market Status & Impact Analysis: Roboadvisors . 14
Figure 1.8: AI Role Classification in Roboadvisors . 14
1.3.1 Hybrid Roboadvisors . 14
1.3.2 Regulatory Environment in Key Markets . 15
i. US . 15
ii. UK . 16
iii. EU . 17
1.3.3 Impact Analysis . 18
Table 1.9: Private Wealth & AUM Analysis 2018 & 2022 . 18

2. Automation & Roboadvisors: Strategy & Opportunities

2.1 Chatbots: Opportunities & Recommendations . 21
2.2 RPA: Opportunities & Recommendations . 21
Figure 2.1: RPA & AI Implementation Structure . 22
2.3 Roboadvisors: Opportunities & Recommendations . 23
2.3.1 Key Challenge . 23
2.3.2 Conclusions . 24
2.4 Automation in Banking: Vendor Analysis . 25
Figure 2.2: Automation Service Phased Categorisation . 26
Table 2.3: Juniper Vendor Positioning Index: Intelligent Automation . 26
Figure 2.4: Juniper Vendor Positioning Index: Intelligent Automation . 27
2.4.1 Conclusions . 28
i. Orchestrated Vendors . 28
ii. Cognitive Vendors . 28
iii. Intelligent Vendors . 29

3. Automation & Roboadvisors: Market Forecasts

3.1 Introduction . 31
3.2 Methodology & Assumptions . 31
3.2.1 Roboadvisors & Chatbots . 31
3.2.2 RPA . 31
Figure 3.1: Banking Chatbot Methodology . 33
Figure 3.2: Roboadvisor Methodology . 34
3.3 Robotic Process Automation. 35
3.3.1 RPA Software & Services Revenue . 35
Figure & Table 3.3: Total RPA Software & Services Revenue ($m), Split by 8 Key Regions 2017-2022 . 35
3.3.2 RPA Software & Services Revenue in Banking & Financial
Services . 36
Figure & Table 3.4: Total Software & Services RPA Revenue in Banking & Financial Services ($m), Split by 8 Key Regions 2017-2022 . 36
3.4 Chatbots . 37
3.4.1 Cost Savings . 37
Figure & Table 3.5: Total Customer Service Cost Savings from Banking Chatbot Interactions ($m), Split by 8 Key Regions . 37
3.5 Roboadvisors . 38
3.5.1 AUM (Assets Under Management) . 38
Figure & Table 3.6: Total Roboadvisor AUM ($bn), Split by 8 Key Regions, 2017- 2022 . 38
3.5.2 Platform Revenues . 39
Figure & Table 3.7: Roboadvisor Service Provider Platform Revenues ($m), Split by 8 Key Regions 2017-2022 . 39
 

 

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