Fintech Analyst Report - Issue 215

Sarah Mason

21 August 2020

Issue #215 of the Fintech Analyst report focuses on the crucial role marketing plays in achieving successful digital transformation. Other stories look at payments across the globe, including trends in Italy, developments in US faster payments and how payments will be vital to economic recovery. We also consider how US wealth managers are digitizing financial planning and the need for data in digital.


Metia: Marketing mindset crucial to digital transformation

Metia asked 500 financial marketers about their digital transformation journey. The results show a marketing mindset can help banks compete and react faster to the challenges of COVID-19.

Forrester: Trends in Italian payments

The COVID-19 pandemic has dramatically altered consumer behaviour across many financial services verticals – particularly so in payments. Forrester looks at how this trend is playing out in Italy.

Mercator: Is there a role for payment directories?

Payment directories are now in renewed demand to facilitate a US faster payments scheme and improve interoperability. Mercator experts share their viewpoints on if this poses benefits or risks.

Aite Group: Commerce during COVID

Payments will be an essential component of global economic recovery. In particular, the need for frictionless transactions will be crucial in strengthening businesses in this “next normal.”

Celent: Digitising financial planning

Financial planning is notoriously complex. But in a time of social distancing, US wealth managers are looking for software solutions. But how can they avoid compromising on sophistication?

IDC: Data as an Asset

To handle digital complexities, the need for integrated and holistic data is essential. Focusing on APAC this report highlights the benefits of strong data governance for data to digital delivery.

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