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Elevate your thought leadership strategy via whitepapers
Whitepapers
IBSi’s thought leadership is deep and practical, resulting from 30+ years of assisting global clients in the Banking and Financial Technology world.
Our clients value our independent analyses, super-specialist reputation, in-depth knowledge, and global perspectives on Financial Technology. All of this, combined with IBSi’s global ecosystem of readers, subscribers, and viewers, makes our thought-leadership services a very attractive value proposition.
Be it a carefully curated webinar, featuring industry leaders discussing global Banking and Financial Technology topics, a whitepaper that showcases an organization’s competencies and helps position it as a breakthrough leader, or a case study, that highlights the impact and success a product has had since its implementation in a Bank or Financial Institution, you will find what you need here.
Whitepapers that help convert
Do you spend a lot of your time figuring out the best way to communicate your company’s thought leadership and innovations? Whitepapers are often the answer, and prove to be an effective method to show-off thought leadership and help open doors to potential clients.
Our whitepaper expertise is deep and consists of a library of 60+ whitepapers conducted for global clients, across technology areas.
Some reasons why clients leave their whitepaper strategy to us:
- We’re super-specialists on everything Financial Technology. Our knowledge is in-depth, all the way down to key systems, their versions, and their global use cases.
- 30+ years of legacy in the global Financial Technology world. We’ve lived the digital transformation alongside our clients. Together.
- Our teams bring deep operational and hands-on knowledge in designing IT strategy and executing system implementations for banks. In short: We know what banks and financial institutions want and care most about.
- Our expert research teams recommend 3-4 topics based on the client’s strategy and target audiences
- Content is primary and secondary research-based, and is authored by IBSi research team members, consisting of subject-matter-experts across technology areas. A truly research-focused approach to thought leadership.
- Fast tracked and efficiently conducted with a first draft ready within 4 weeks.
- IBSi’s vast global network gives us the ability to offer strong pre, during, and post-whitepaper support across marketing, research & editorial content
Typical IBSi Whitepaper Program Outline
- Fast tracked and customized to client needs. All done within 4 weeks or less.
- Post an initial call, IBSi’s research team recommends 3-4 topics based on the client’s strategy and target audiences
- Client finalizes strategy, selects topic, and jointly develops a table of contents along with IBSi.
- Program kicks-off between client’s product specialists and marketeers and the IBSi team
- IBSi’s primary research approach includes 3-5 in-depth conversations with industry executives and key client contacts, conducted by IBSi’s lead analysts. Additionally, this also includes conversations and insights with IBSi’s group company, Cedar’s consulting teams, consisting of individuals with first-hand banking advisory knowledge and experience.
- IBSi’s secondary research approach includes external analysis of data and trends, using research platforms and tools, along with strong internal analysis using IBSi’s proprietary knowledge base of over 10,000 pages of research, news articles, vendor intelligence, platforms, rankings, and lots more.
- A final whitepaper output is developed and clients are given the opportunity to suggest iterations. Launch strategy is activated.
The IBS Intelligence team seamlessly integrated with ours, demonstrating exceptional professionalism, deep industry awareness, and a genuine commitment to our goals. Their research was not only insightful and timely but also delivered with precision, making a meaningful impact that aligns with the evolving demands of today's banking landscape.
- Suja Ramakrishnan, Vice President Marketing, finzly
Working with IBSi on a thought leadership white paper has been an absolute pleasure. Their deep understanding of the vision and their subject matter expertise truly shone throughout the project. The collaboration was seamless, with excellent communication and a clear grasp of our goals. We especially appreciated their flexibility and attention to detail, ensuring the final product was perfectly aligned with our expectations. We highly recommend IBSi for their professionalism and dedication to quality.
- Amanda Steward, Product Marketing, Aperture
Collaborating with IBS Intelligence to create our whitepaper titled ‘AI Transforming Banking and Investment Management: Innovations and Impacts’ was a seamless experience. They helped us craft a comprehensive and impactful document that effectively highlights the transformative role of AI in the financial services industry. We highly recommend IBS for their professional services in creating insightful and engaging whitepapers.
- John Boikos, Senior Marketing Manager, Profile Software
IBS Intelligence helped us develop an insightful whitepaper titled “Distributing Financial Products The New Paradigm”. The IBSI team was able to simplify a fairly complex topic related to the role of Order Management System (OMS) in structured financial products. This white paper helped us in our marketing and communication strategy to global audiences.
- Milind Kulkarni CEO, FinlQ
The IBS Intelligence research team developed an insightful and high-quality whitepaper titled: Digital-Only Bank - a full range of opportunities in the European financial sector. It was developed in a fast track mode with robust secondary and primary research involving banks and other industry experts. IBSI vigorously supported Sopra Banking Software in marketing and content syndication.
- Alexandra Michel Former Head of Product Marketing, Sopra Banking
The need for digital banking has never been greater than it is now, especially in the Covid-19 pandemic situation. In light of this, IBS Intelligence helped us develop a very insightful white paper titled, ‘Importance of Digital Banking Platform in Post COVID-19 Environment’. This paper captures the market trends (expectations of external and internal stakeholders) thoroughly, and shows that a strong and a timely research process was utilized. This together with a well curated webinar has helped, and will help us, effectively communicate and position ourselves with our global audiences.
- Harris Marcou Business Development Manager, NETinfo
IBS Intelligence assisted us in developing a thought leadership whitepaper on payment as a service that was based on extensive research. It helped us get an expert view with shared knowledge from both IBS and BPC clients. The report was a hit from its launch and continues to help position BPC and its new paytech Radar Payments as a thought leader in the space. If you're looking to put together a Financial Technology focused whitepaper, IBS Intelligence is the perfect partner.
- Nadia Benaissa, Marketing Director, BPC & Radar Payments
In cooperation with IBS Intelligence we managed to put together a great paper discovering the role of digitalization in the collections industry. I really enjoyed working together with colleagues from the IBSi team. They were very responsive to our thoughts and could deliver a high quality paper with a very fast turnaround time. I can wholeheartedly recommend the IBSi team to work with.
- Adam Kocsis, Partner, Head Of Professional Services, Loxon Solutions
Terrapay and IBS Intelligence coproduced an insightful whitepaper exploring the space of payments in financial services. The IBSi team brought a deep understanding and a fresh take on the topic. With collaboration at the helm of this partnership, the process - from research to writing to designing - was smooth sailing and done a fast-track basis. IBSi also was able to get strategic insights from market participants, which was very valuable and an important part of the output. Working on the whitepaper with the IBSi team was a great experience.
- Sneha Dwivedi, Deputy Manager- Corporate Communications, Terrapay
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April 14, 2025
This whitepaper outlines the urgent need for U.S. banks to modernize their payments infrastructure, as legacy systems struggle to keep pace with real-time demands, regulatory mandates, and fintech-driven disruption. Batch-based payment rails like ACH and Fedwire expose banks to fraud, compliance gaps, and operational drag. It introduces the Surround and Shrink strategy—an incremental approach to […]
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April 04, 2025
The digital banking world is undergoing a major shift, driven by rising customer expectations and mobile-first behavior. Banks are reimagining their role—not just as financial service providers, but as ecosystem orchestrators delivering both financial and lifestyle services in a single app. A new whitepaper by IBS Intelligence and MobiFin explores how banks can build and […]
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March 25, 2025
The lending landscape is evolving rapidly, driven by customer demand for seamless digital experiences, regulatory shifts, and the rise of embedded finance. As financial institutions modernize their loan origination processes, they face a pivotal choice: build a custom solution or invest in a partner-driven platform offering scalability, compliance, and speed to market. A new whitepaper […]
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March 05, 2025
As technology evolves, banks face a key challenge—modernizing without disrupting core operations. Traditional system upgrades often seem like an all-or-nothing choice: a complete overhaul or remaining shackled with outdated technology. This dilemma forces banks to choose between innovation and stability, making transformation a daunting task. Progressive Modernization offers a smarter approach. Instead of treating modernization […]
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February 03, 2025
Customer service is no longer just a support function—it’s a key differentiator for banks striving to balance efficiency and customer satisfaction. Our latest whitepaper explores how financial institutions can enhance service quality through AI, digital transformation, and employee empowerment to create seamless, personalized experiences. Featuring insights from Starling Bank, this report examines real-world strategies for […]
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