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Banking Automation & Roboadvisors
OverviewJuniper’s ground-breaking Banking Automation & Roboadvisors research highlights how the financial industry is poised to be transformed by dramatic efficiencies created by software automation.

Juniper’s incisive research provides unique insights into the market, analysing deployment and operational cost scenarios, key market forces and strategic opportunities.

The analysis covers key industry service segments, including:
  • Robotic Process Automation
  • Roboadvisors
  • Chatbots
This research suite comprises:
  • Market Trends & Competitive Landscape (PDF)
  • 5 Year Market Sizing & Forecast (PDF & Excel)

Key Features

  • Sector Dynamics: Market status and impact assessment alongside strategic opportunities and recommendations for:
    • Robotic Process Automation
    • Roboadvisors
    • Chatbots
  • Multi-Scenario Cost Analyses: including deployment and operational costs for:
    • Customer Service Chatbots
    • Robotic Process Automation replicating offshore outsourcing
  • Juniper Positioning Index: Innovation and agility assessment for 12 key RPA vendors
  • Benchmark industry forecasts: market segment forecasts for financial services automation, including:
    • Robotic Process Automation
    • Customer Service Chatbots
    • Roboadvisors

Key Questions

  1. How will banking automation impact traditional contact centres and business process outsourcing?
  2. How can banks strategically position themselves to capitalise on automation as part of their digital transformation strategy?
  3. How should banks and financial service providers approach opportunities afforded by automation and roboadvisors?
  4. What strategies should roboadvisory service providers implement to realise a sustainable business?
  5. What is the size of the revenue opportunity for automation in banking?

Companies Referenced

Alibaba, Antworks, Automation Anywhere, BlackRock, Blue Prism, Boston Consulting Group, Charles Schwab,, Facebook, FCA (Financial Conduct Authority), FutureAdvisor, HSBC, IBM, Ikarus, Infosys/EdgeVerve, ING, IP Soft, Kryon, Microsoft, Pegasystems, PwC, Scalable Capital, SEC (Securities & Exchange Commission), Tech Mahindra, UiPath, Vanguard, Wipro, WorkFusion.


Data & Interactive Forecast

Juniper’s Banking Automation & Roboadvisors forecast suite includes:
  • Segment splits for:
    • Robotic Process Automation
    • Customer Service Chatbots
    • Roboadvisors
  • Regional splits for 8 key regions, as well as country level data splits for:
    • Canada
    • China
    • Denmark
    • Germany
    • Norway
    • Portugal
    • Spain
    • Sweden
    • UK
    • US
  • Interactive Scenario Tool allowing users to manipulate Juniper’s data for 3 different metrics.
  • Access to the full set of forecast data of 18 tables and over 2,260 datapoints.
Juniper Research’s highly granular interactive Excels enable clients to manipulate Juniper’s forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets side by side in customised charts and tables. IFxls greatly increase clients’ ability to both understand a particular market and to integrate their own views into the model.

Research Options

All research reports now come with an enterprise-wide licence

Banking Automation & Roboadvisors: Cost Analyses, Impacts & Opportunities 2018-2022

Click here for product details

Juniper has thoroughly assessed the Banking Automation & Roboadvisors market landscape, delivering a must-read report for industry stakeholders wishing to understand the strategic landscape. Readers will find an in-depth analysis of the current market status alongside the expected impact of automation across customer engagement, data management and business processes.
The research suite includes:
  1. Key market trends and forecasts, allied to an analysis of the present landscape and near- and long-term outlook for the market.
  2. Impact analysis of automation on customer engagement, business processes and wealth management.
  3. Key market opportunity analysis for stakeholders.
  4. 5 year forecasts covering Banking Automation and Roboadvisors, including:
    1. Robotic process automation revenues from banking & financial services
    2. Customer service chatbot cost savings
    3. Roboadvisor AUM (assets under management)
    4. Roboadvisor AUM split according to deployment type
    5. Roboadvisor platform revenues
  5. Interactive Forecast Excel – highly granular dataset comprising more than 2,260 datapoints, allied to an Interactive Scenario Tool giving user the ability to manipulate Juniper’s data (Interactive XL).
Download a summary of the table of contents and forecasts above, or request a detailed list of every table and chart via

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Included Support options

30 Minutes Analyst time

30 minutes of support time on the telephone with one of our expert analysts.

Analyst support is provided for the following areas:
  • Research related queries
  • Clarifying methodologies, forecast assumptions and forecast outputs
  • Identification of key market trends and opportunities

Support options

Additional 30 Minutes Analyst Time

Purchase extra support time on the telephone for the research purchased with one of our expert analysts.

Research Details

Steffen Sorrell
Fintech & Payments
8 Key Regions - includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East
Canada, China, Denmark, Germany, Norway, Portugal, Spain, Sweden, UK

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