2009 Top Wealth Management Information Technology Outsourcing Vendors, Black Book Survey 2009 Results

2009 Top Wealth Management Information Technology Outsourcing Vendors, Black Book Survey 2009 Results published by Orbys Black Book in January, 2010. This report consists of 39 pages and the price starts from US $ 2500.

Introduction

Abstract

In 2009, the Black Book wealth management, asset management and financial markets industry ITO user survey investigated over 300 contracts held by more than 700 ITO users. In order to rank the organizations, 18 key performance indicators (KPIs) or criteria are employed, scored on each respective vendor by client type and ranked on a 0 - 10 scale per KPI.

Key findings

• Key finding: most important customer satisfaction KPIs
  • Deployment and outsourcing implementation and reliability are the most important attributes influencing ITO clients' satisfaction with their 2009 outsourcing providers.
• Key finding: vendor dissatisfaction is uncommon in the wealth management ITO industry among top-ranked suppliers
  • Strong dissatisfaction is uncommon in the ITO sector, occurring in less than 4.0% of the diverse industry and niche clientele.
  • UK and US wealth management clients are among the most satisfied with ITO services delivery. Strong dissatisfaction with offshore outsourcing vendors was recorded by less than 3.2% of all surveyed clients with 2009 relationships.
• Key finding: comprehensive services vendor arrangements from a comprehensive/end-to-end ITO vendor produce the highest satisfaction rates
  • Single vendors offering comprehensive research services to services corporate clients were ranked highest in the overall survey by clients.

Table of Contents

INTRODUCTION 5

• Information technology outsourcing (ITO) in the wealth management, asset management and financial markets 5

SUMMARY 8

• Survey overview 8
• Key findings 8
• Wealth management ITO - top honors overall 2009 8
• Wealth management ITO - top vendor by function 2009 8

BLACK BOOK METHODOLOGY 10

• How the data sets are collected 10
• Understanding the statistical confidence of Black Book data 10
• Who participates in the Black Book ranking process 11
• Wealth management ITO vendor rankings and results 2009 11

TOP 20 WEALTH MANAGEMENT ITO VENDORS 12

STOP LIGHT SCORING KEY 13

• Operational excellence of wealth management ITO vendors 13

OVERALL KPI LEADERS 18

• Top score per individual criteria 18
• Outsourcing vendors with most top individual criteria scores 19

INDIVIDUAL KEY PERFORMANCE 20

APPENDIX 39

• Orbys consulting 39
• Disclaimer 39

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