Team Profile
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Financial Insights


On the right you'll find analysts working on this team. Click on the name of the analyst to view his or her profile. Below is a list of the most recently published research from this team.


New Research

Perspective: Business Innovation, IT Innovation, and the New IT
Meredith Whalen
May 2013 - Doc # MI241084    Perspective
This IDC Manufacturing Insights Perspective highlights the changing role of the CIO as a driver of innovation as discussed at the recent GDS CIO Summit.
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IDC Maturity Model: Enterprise Mobility — A Guide for Success
Leslie HandMarcus TorchiaLynne A. DunbrackRuthbea Yesner ClarkeStephen D. DrakeDavid PottertonSheila BrennanAl HilwaMelinda-Carol Ballou
May 2013 - Doc # 240968    Industry Development and Models
This IDC study presents IDC's Mobility Maturity Model, which provides a framework of stages (ad hoc, opportunistic, repeatable, managed, and optimized), critical measures (intent, technology, people, and processes), outcomes, and actions re...
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Vendor Assessment: Specialist Enterprise Social Software Players — Making the Financial Enterprises Social
Li-May Chew
May 2013 - Doc # FIN240896    Vendor Assessment
This IDC Financial Insights report analyzes niche enterprise social software (ESS) vendors that have presence in Asia/Pacific, focusing on their Enterprise 2.0 technology tools and capabilities, expansion strategies, deployment options, cus...
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Business Strategy: IDC Financial Insights' U.S. Consumer Channel Preference Survey Results — Mobile Banking Becomes Mainstream
Marc DeCastro
Apr 2013 - Doc # FIN240640    Business Strategy
This IDC Financial Insights' report predicts that mobile banking will surpass the online banking channel in usage by the end of 2014. As tablets continue to erode the PC and laptop market, it also will erode the preferred channel for intera...
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From GRC to Enterprise Risk: Perspectives from the Asian Financial Services Congress 2013
Michael Versace
Apr 2013 - Doc # FIN240771    Insights Presentation
This IDC Presentation, delivered at the 9th annual IDC Financial Insights' Asian Financial Services Congress in Singapore in March 2013, presents the big idea of taking a broader view of GRC by placing it in the context of enterprise risk m...
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Innovation and Business Engagement Models Emerge at the U.S. CIO Summit
Meredith WhalenDavid McNally
Apr 2013 - Doc # 240743    Insight
This IDC Insight recaps the key themes and discussion points from the GDS CIO Summit held April 8–10, 2013, in Newport Beach, California. Innovation is becoming an increasingly important part of the CIO role. IDC surveys have shown that CIO...
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Best Practices: BBVA Compass Brings Accenture's Alnova European Best Practices to Its U.S. Operations
Karen Massey,  Aaron McPherson
Apr 2013 - Doc # FIN240551    Best Practices
This IDC Financial Insights report shows how the Spanish bank BBVA Compass was able to leverage its assets in Spain and Latin America to increase the value of its U.S. acquisitions. In 2007, BBVA Compass embarked on a quest to transform its...
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Business Strategy: Turning the Page on Big Data Analytics — A Blueprint for Value Creation
Michael Versace
Apr 2013 - Doc # FIN240366    Business Strategy
This IDC Financial Insights report describes the Big Data Analytics (BDA) Maturity Model framework that identifies the stages, critical measures, outcomes, and actions required for companies to effectively develop BDA competency. This matur...
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Pivot Table: Worldwide IT Spending 2013–2017 — Worldwide Risk IT Spending Guide, 1H13
Michael VersaceKaren Massey
Mar 2013 - Doc # FIN240400    Pivot Table
This IDC Financial Insights Pivot Table provides an updated forecast for worldwide risk IT spending for 2013–2017. Overall worldwide IT spending in risk technologies and services continues to grow but at a lower compound annual growth rate ...
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Methods and Practices: Telematics-Based Insurance — Promises, Risks, and Realities
Joe Barkai,  Michael VersaceLi-May Chew
Mar 2013 - Doc # MI240380    Methods and Practices
This IDC Manufacturing Insights report explores the application of telematics usage-based automobile insurance (UBI). Usage-based insurance is based not only on traditional metrics such as the type of vehicle used and driver's age and drivi...
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Team Members
Meredith Whalen Meredith Whalen
Senior Vice President, U.S. Insights and Vertical Markets Research
Cyrus Daruwala Cyrus Daruwala
Managing Director
Li-May Chew Li-May Chew
Associate Research Director, Financial Services Advisory, IDC Financial Insights Asia/Pacific
Michael Versace Michael Versace
Global Research Director
David McNally David McNally
IT Executive Advisor
Karen Massey Karen Massey
Senior Research Analyst, Consumer Banking
Marc DeCastro Marc DeCastro
Research Director, Consumer Banking
Rachel Hunt Rachel Hunt
Head - Europe, Middle East and Africa, IDC Financial Insights
Alex Kwiatkowski Alex Kwiatkowski
Research Manager - EMEA Banking
Jessica Goepfert Jessica Goepfert
Director of Consulting
David Potterton David Potterton
Vice President of Global Research
Michael Araneta Michael Araneta
Director, Consulting and Research, IDC Financial Insights Asia/Pacific
Ho Sui-Jon Ho Sui-Jon
Associate Market Analyst, IDC Financial Insights Asia/Pacific