Resource Library
APQC’s Resource Library is your source for timely and topical information to help you meet your most complex business process and knowledge management challenges. Explore our ever-growing collection of more than 8,600 research-based best practices, benchmarks and metrics, case studies, and other valuable APQC content.
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Data and Measures|
Artificial Intelligence in Marketing: Financial Services/Banking Industry Survey Report
In June of 2020, APQC conducted a survey to explore the use of AI for marketing. This industry-specific report explores trends in AI and its applications in the marketing…
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Data and Measures|
Evolving Practices in ERM: Financial Services/Banking Industry Report
In the fall of 2020 through Spring of 2021, APQC partnered with Paul Walker, Ph.D., Schiro/Zurich Chair in Enterprise Risk Management at St. John’s University, as the subject…
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Data and Measures|
2021 Strategic Outlook Information Management and Search: Finance and Insurance Industry Report
In early 2021, APQC and search solution provider Sinequa partnered to survey high-level knowledge management (KM) and IT leaders in large organizations about their projects…
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Data and Measures|
Strategic Planning and Organization Agility: Financial Services/Banking Industry
APQC conducted a survey in March of 2021 to explore strategic planning practices and identify the key characteristics that drive organizational agility. This industry…
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For financial services and banking organizations, managing data is an immediate necessity and a huge challenge. Data is key in prospecting, assessing creditworthiness, and…
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Data and Measures|
2021 Financial Management Priorities and Challenges: Financial Services/Banking Practices Report
APQC's financial management research team conducted a survey to better understand the priorities and challenges that finance professionals expect to experience in 2021. This…
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Data and Measures|
2021 Supply Chain Challenges and Priorities: Financial Services/Banking Industry
This industry specific report shares results from APQC's seventh annual supply chain priorities and challenges research. Gain insights from 455 organizations into top areas…
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Data and Measures|
IT Application Development and Maintenance Key Benchmarks: Financial Services/Banking Industry
Prepared using data from APQC’s Open Standards Benchmarking® in IT Application Development Performance Assessment, this article highlights important IT application…
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Data and Measures|
Strategic Workforce Planning: Financial Services/Banking Industry Report
Workforce planning entails identifying the capabilities that an organization needs and making plans for how the organization will obtain them. In the fourth quarter of 2020,…
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Data and Measures|
Accounts Receivable and Collections Key Benchmarks: Financial Services/Banking Industry
Gain insight into the efficiency and effectiveness of your organization’s processes by benchmarking common business activities. The process group “Perform revenue accounting”…
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In partnership with Dr. Paul Walker (Schiro/Zurich Chair in Enterprise Risk Management at St. John’s University), APQC launched its Evolving Practices in Enterprise Risk…
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Data and Measures|
Virtual Collaboration in the Financial Services/Banking Industry
In September/October 2020, APQC conducted a survey to understand people’s experiences collaborating virtually with coworkers. This report provides insight into virtual…
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Data and Measures|
Digital Transformation of the Finance Function: Financial Services/Banking Industry Practices Report
APQC conducts ongoing research on the finance function to help organizations benchmark and assess the performance of their own finance functions against other organizations…
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Process Classification Framework|
APQC Process Classification Framework (PCF) - Banking PCF - Excel Version 7.0.5 - Francais
Effective benchmarking requires common definitions and processes. Like a shared language, organizations need to make apples-to-apples comparisons to obtain accurate…
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Process Classification Framework|
APQC Process Classification Framework (PCF) - Banking PCF - Excel Version 6.1.0- Francais
Effective benchmarking requires common definitions and processes. Like a shared language, organizations need to make apples-to-apples comparisons to obtain accurate…
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