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Robert Burbach

Senior Research Analyst, Canadian Financial Services, Financial Insights


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  Robert Burbach is Senior Analyst for Financial Insights' Canadian Financial Advisory Service, which covers banking, brokerage, investments and insurance industry and their underlying technology solutions in Canada.

With over 15 years of market research experience across a number of sectors, Rob possesses a broad understanding of the Canadian financial services market. His experience encompasses broad corporate issues including brand management, and line of business initiatives including the analysis of wealth management client trends.

Prior to joining Financial Insights, Rob was a senior associate for The Strategic Counsel. He provided senior level consulting and research services for a variety of firms across multiple industry segments including: media, financial services, government, and retail. He was senior manager of market research at Bank of Montreal – where he gained experience in retail banking, wealth management, brokerage, insurance, and corporate-wide strategic initiatives.

Additional market research experience came from the NPD Group and Angus Reid Group. Rob’s work included both ad-hoc studies on product development, positioning and market share analysis across the FI industry, and syndicated financial services studies including the Canadian Financial Monitor.

Rob graduated with an MBA in international finance and marketing from the SASIN Graduate School of Business, Bangkok, Thailand. As well, he has as a bachelor of mathematics degree from the University of Waterloo, and a BA with high distinction from Ambassador College in Pasadena, California. Burbach is also an active member of the Marketing Research & Intelligence Association (MRIA).

Research Authored by Robert Burbach




Surfing the Demographic Waves: Will Financial Institutions "Hang Ten" or Wipe Out?
Barry Rabkin, Aaron McPherson, Dana Wiklund, Dana Gould, Jeanne Capachin, Karen Massey, Marc DeCastro, Patricia McGinnis, Sean O'Dowd, Robert Burbach, Bill Bradway
September, 2008 - Doc # FIN214057      Perspective
This Financial Insights Perspective provides the FinSights Advisor's weekly perspective on the financial services industry. It provides financial institutions with timely guidance about maximizing one...

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North American Insurance Industry 2Q08 Update: On the Precipice
Barry Rabkin, Robert Burbach
September, 2008 - Doc # FIN213985      Quarterly Update
This Financial Insights update reviews the events and trends of the second quarter of 2008 that have affected the North American insurance industry.

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The Future of Core Banking: Can Any Vendor Deliver It All?
Karen Massey, Rachel Hunt, Trevor LaFleche, Michael Araneta, Abhishek Kumar, Patricia McGinnis, Jeanne Capachin, Marc DeCastro, Robert Burbach, Aaron McPherson, Dana Gould, Bill Bradway
August, 2008 - Doc # FIN213827      Perspective
This Financial Insights Perspective reviews the future impact of core banking in the context of a new paradigm that bankers may want to consider using. The historical tradition in core banking vendor ...

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With P&L Results All Over the Map, What Can Bankers Do About IT Costs?
Bill Bradway, Jeanne Capachin, Barry Rabkin, Patricia McGinnis, Dana Gould, Marc DeCastro, Karen Massey, Robert Burbach
August, 2008 - Doc # FIN213738      Perspective
This Financial Insights Perspective provides the FinSights Advisor's weekly perspective on the financial services industry. It provides financial institutions with timely guidance about maximizing one...

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Will Competition Take a Bite Out of Interchange?
Aaron McPherson, Bill Bradway, Dana Gould, Marc DeCastro, Karen Massey, Patricia McGinnis, Robert Burbach, Jeanne Capachin, Abhishek Kumar
August, 2008 - Doc # FIN213674      Perspective
This Financial Insights Perspective provides the FinTech Advisor's weekly perspective on the financial services industry. It provides financial institutions with timely guidance about maximizing one's...

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Fannie Mae, Freddie Mac, and the Feds: What's Next for Mortgage Market Players?
Bill Bradway, Jeanne Capachin, Patricia McGinnis, Dana Gould, Marc DeCastro, Karen Massey, Sean O'Dowd, Angeline Lee, Robert Burbach
July, 2008 - Doc # FIN213521      Perspective
This Financial Insights Perspective provides the FinSights Advisor's weekly perspective on the financial services industry. It provides financial institutions with timely guidance about maximizing one...

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HPC at Symcor: Finding the Needle in the Cheque-Imaging Haystack
Philip Barnes, Robert Burbach
July, 2008 - Doc # FIN213112      Case Study
This Financial Insights report explores the application of a high-performance computing (HPC) solution to a financial services business challenge. We spoke to John Wall, the chief technology officer a...

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Unified Communications in Canadian Financial Services
Robert Burbach
July, 2008 - Doc # FIN213126      Market Overview
This Financial Insight report addresses the key issues and challenges that Canadian financial services firms must address in adopting VoIP and UC technologies. "While financial services firms are able...

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ATMs: After 40 Years, What's Left (or Right)?
Marc DeCastro, Aaron McPherson, Patricia McGinnis, Dana Gould, Karen Massey, Robert Burbach, Rachel Hunt, Trevor LaFleche, Michael Araneta, Batara Siagian, Bill Bradway
July, 2008 - Doc # FIN213374      Perspective
This Financial Insights Perspective describes a range of issues that banks, nonbanks, and ATM vendors must understand and address with conviction to sustain or enhance the role played by ATMs in a mul...

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DLP in Canadian Financial Services
David Senf, Robert Burbach
July, 2008 - Doc # FIN213110      Market Overview
This Financial Insights report examines attitudes and behaviours surrounding data loss prevention (DLP) in Canadian financial institutions. The competitive environment in financial services, as well a...

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