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Only NelsonHall clients who are logged in have access to our analysts and advisors for their expert advice and opinion.

To find out more about how NelsonHall's analysts and sourcing advisors can assist you with your strategy and engagements, please contact our sales department here.

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Contracts Database

for Banking Operations & Transformation

Track the pattern of service adoption by monitoring Banking Operations & Transformation contract awards by your peers. Identify who are the successful vendors this industry now. Updated monthly!

These documents are available to logged in clients that have purchased access to this program.

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Fidelity Investments in Banking Operations & Transformation

Find here the NelsonHall Research related to within the Banking Operations & Transformation program

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Next-Generation Benefits Administration 2024

published 2024-01-24 | Project by DeeAnna Warrington

This NelsonHall Vendor Evaluation & Assessment Tool (NEAT) analyzes the performance of vendors offering benefits administration services. The NEAT tool allows strategic sourcing managers to assess the capability of vendors across a range of criteria and business situations and identify the best performing vendors overall, and with specific focus on total benefits outsourcing (TBO), health & welfare (H&W) benefits, enabling digital transformation, marketplace capability, and geographic reach. Vendors evaluated for this NEAT are: ADP, Alight Solutions, Aon, bswift, Businessolver, Conduent, Empyrean, Fidelity, isolved, TELUS International, and WEX. To find out more, contact Guy Saunders at [email protected].
view NEAT report all Banking Operations & Transformation NEAT reports about NEAT

Published reports:

published reports related to Fidelity Investments within the Banking Operations & Transformation program

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Targeting Reference Data BPO

Andy Efstathiou, NelsonHall's Banking Program Research Director on reference data BPO

Discover the benefits of the Banking Sourcing program

NelsonHall's Banking Sourcing program supports you in enhancing your organization's sourcing performance. It will help you to:

  • Analyze how banking process outsourcing can be applied to your organization
  • Assess the scope of banking processes that can be sourced and why
  • Quantify the benefits and risks associated with sourcing processes within your banking functions
  • Identify the most appropriate vendors and understand their individual philosophies, approaches and delivery capability
  • Learn from the experience of other organizations in your sector that have already outsourced elements of their banking processes
  • Keep abreast of changing delivery approaches within outsourcing of bank-specific processes.


It also provides expert support to banking process outsourcing vendors, specifically business development and marketing personnel, helping them to:

  • Increase bid success through improved positioning of proposals against client requirements
  • Maintain the competitiveness of current service offerings
  • Identify emerging requirements and service opportunities
  • Track key developments within the banking marketplace, including contract awards and new service announcements
  • Understand the strategies and capabilities of potential bid partners through access to detailed banking process outsourcing vendor assessments.
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