IDC Financial Insights Team

Sam Abadir

Research Director, Risk, Financial Crime, and Compliance

Eric Gao

Research Director

Robert Parker

Senior Vice President, Enterprise Applications, Data Intelligence, Services, and Industry Research

Thomas Shuster

Research Director, Worldwide Capital Markets Digital Transformation Strategies

Surya Narayan Saha

Research Manager

Cyrus Daruwala

Managing Director

Marc DeCastro

Research Director, Consumer Banking

Jerry Silva

Program Vice President

Michael Sek Pheng Yeo

Associate Research Director

Tom Zink

Research Director

Dr. Ashish Kakar

Research Director

Siri Si

Research Manager

Xiao Liu

Research Manager

George Briford

Research Director, IDC Financial Insights

Roberta Bigliani

Group Vice President, Head of Industry Insights, Future of Operations and Industry Ecosystems Executive Lead, IDC Europe

Maria Adele Di Comite

Research Director, IDC Financial Insights Corporate and Retail Banking

Dr. Chris Marshall

Vice President, Data, Analytics, AI, Sustainability, and Industry Research

Aaron Press

Research Director, Worldwide Payment Strategies

Davide Palanza

Research Manager, IDC Financial Insights

New Research


  • By:  George Briford Loading

    This IDC Perspective examines the failure of Silicon Valley Bank in the U.S. and its U.K. subsidiary, including the macroeconomic and regulatory causes. The rise in U.S. interest rates had a severe impact on the composition of the bank's as...
  • By:  Aaron Press Loading

    This IDC Perspective discusses embedded payments. The term embedded is seemingly everywhere in the financial services industry. IDC believes that embedded finance is an evolutionary step in the process of what will ultimately be an open env...
  • By: 

    • Karen Augustine
    • George Briford Loading
    • Abhishek Kumar Loading
    This Industry Marketing Handbook was designed to support technology vendor marketers in building their marketing narrative for the financial services industry. Although this presentation focuses predominantly on the banking sector, the majo...
  • By: 

    • Jerry Silva Loading
    • Karen Augustine
    This IDC Perspective examines the concept of enterprise intelligence that helps institutions make faster decisions based on location-independent data, analytics, AI/ML, and automation and that supports the institution's ability to accelerat...
  • By:  Davide Palanza Loading

    This IDC Survey aims to assess the importance of specific insurance components and global changes in consumers' purchasing behavior on insurance. This is achieved by investigating consumer attitudes toward insurance products across the worl...
  • By:  Marc DeCastro Loading

    This IDC Survey presents key findings on the sentiment and trends of the U.S. and Canadian bank and credit union members and customers when it comes to their experiences, concerns, and engagement with their financial institution during thei...
  • By:  Davide Palanza Loading

    The IDC Survey aims to assess the importance of specific insurance components and global changes in consumers' purchasing behavior on insurance. This is achieved by investigating consumer attitudes toward insurance products across the world...
  • By:  Marc DeCastro Loading

    This IDC Perspective discusses how embedded finance and banking as a service is modernizing the customer experience. There is much discussion about the term embedded finance, primarily in the context of other terms that have been used latel...
  • By: 

    • Sean O'Malley
    • Jerry Silva Loading
    This IDC Perspective discusses the new regulations for operational resiliency. The increase in cybersecurity attacks in financial services is posing a significant threat to the safety and soundness of the financial system. For this reason, ...
  • By:  Tom Zink Loading

    This IDC Tech Buyer Presentation takes stock of the achievements and failures of the revised Payment Services Doctrine (PSD2) after five years in action and analyzes lessons for its potential successor. The presentation was held at Finovate...

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