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

Enterprise Architecture: An Implementation Strategy
David McNallySpencer Izard
Jun 2013 - Doc # 241683    Industry Development and Models
This IDC study explores the role of enterprise architecture within the enterprise. It examines the challenges in EA implementation and reveals the critical success factors in establishing a high-value EA function. The study also explores th...
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Business Strategy: Key Trends Shaping Capital Markets and Wealth Management Business Stratgies
Michael VersaceMatt SauerMichael Yeo
Jun 2013 - Doc # FIWS01V    Business Strategy
This IDC Financial Insights report presents a number of trends for the investment and securities market that are making a huge impact on the securities and investments landscape. The predicted trends focus on the remainder of 2013 and early...
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Business Strategy: IDC Financial Insights' U.S. Consumer Channel Preference Survey — What Is the Story Around Tablet Banking?
Marc DeCastro
Jun 2013 - Doc # FIN241316    Business Strategy
This IDC Financial Insights report focuses on tablet banking. When tablets first came on the scene, no one was certain as to what kind of an impact it would have on financial services. "Initial impressions on tablets was that it was going t...
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Perspective: U.S. Banking Financial Health 2013 Midyear Update
Marc DeCastro
May 2013 - Doc # FIN241381    Perspective
This IDC Financial Insights Perspective discusses the health of the U.S. banking industry, which continues to rebound as our economy improves, albeit at a slower pace than most would have liked. That said, bank failures continue to exceed h...
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IDC Maturity Model: Cloud — A Guide to Success in Asia/Pacific
Kimberly Knickle,  Usman Sindhu,  Robert P. MahowaldRichard L. VillarsMary Johnston TurnerDavid McNallyScott Lundstrom,  Stephen D. Hendrick,  Melinda-Carol BallouJoseph C. PucciarelliFrank GensChris Morris
May 2013 - Doc # AP6684423V    Industry Development and Models
The IDC study discusses IDC's Cloud Maturity Model, which is designed for organizations that are interested in understanding how they can take the necessary actions to move forward successfully with cloud computing.Based on results from IDC...
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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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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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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
Alex Kwiatkowski Alex Kwiatkowski
Research Manager - EMEA Banking
Jessica Goepfert Jessica Goepfert
Director of Consulting
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