米国銀行業界における業績管理とIT活用

Abstract

This Financial Insights report analyzes how U.S. banks are approaching the challenge of improving their performance management capabilities. This report is based on primary research Financial Insights conducted in 2005, interviewing decisions makers at tier 1 U.S. banks. According to Jeanne Capachin, research vice president, Global Banking, "Our research provides insight into how institutions view their performance capabilities and what they are planning to do to improve their ability to measure performance. There is no common road map U.S. banks are following to improve performance management capabilities, but all see investment in performance management as a key initiative and a foundation from which they can grow and manage their businesses more effectively."

Table of Contents

• Table of Contents
• Financial Insights Opinion
• In This Report
  • Methodology
  • Figure: Market Focus of Respondent Banks
• Situation Overview
• Figure: Multidimensional Pressures on U.S. Banks
  • Research Findings: Enterprise Performance Management Drivers
  • Figure: Leading Challenges for C-Level Executives at U.S. Banks
    • Performance Management Drivers
    • Figure: Impact of Performance Management Challenges Faced by U.S. Banks
    • Financial Metrics Focus on Costs, Losses, and Risk-Based Returns
    • Figure: Impact of Financial Metrics by U.S. Banks
    • Customer Metrics Focus on Relationship and Value
    • Figure: Use of Customer Metrics by U.S. Banks
    • Operations and Service Delivery: Building a Best-in-Class Factory
    • Figure: Value of Business Process Metrics by U.S. Banks
  • Research Findings: Execution
  • Figure: U.S. Banks' Frequency of Updates by Type of Reporting System
  • Figure: U.S. Banks' Access to Performance Management Tools for Online Access
  • Figure: U.S. Banks' Access to Performance Management Tools for Batch Reports
    • M&A Impact on Performance Management
    • Table: Top 20 U.S. Banks, 1995 and 2005
    • Figure: M&A Deals for JP Morgan Chase, Bank of America, and HSBC
• Future Outlook
• Figure: Financial Insights Leadership Grid: U.S. Banks, 2005
  • Evolution of Performance Management
  • Figure: U.S. Banks' Evolution Toward Enterprise Performance Management
    • Achieving Level 5 Maturity for Enterprise Performance Management
    • Figure: U.S. Banks' Evolution Toward Enterprise Management Maturity
• Essential Guidance
• Table: U.S. Banks' Effective Enterprise Performance Management Requirements and Barriers to Progress
• Learn More
  • Related Research
  • Appendix: Methodology
  • Table: U.S. Banks' Performance Initiatives and Their Impact on Performance Management
  • Table: U.S. Banks' Strategy Alignment
  • Synopsis