Financial Services - Tools | Info-Tech Research Group

Capture your IT spend and strategic context to build your capability-based budget narrative.

Use this structured scoring framework to evaluate and prioritize agentic AI use cases across financial services operations.

Use this workbook to map capabilities to processes and relevant use case inputs to technologies.

Use this tool to select your key problem to guide your use case of focus.

Your bank is rushing to adopt AI/ML; modernizing your data strategy is critical for success.

Use the API Gateway Maturity Assessment Tool to determine the current state of your API gateway configuration.

The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.

A vendor evaluation tool for customer identity and access management systems using 12 criteria for 12 vendors.

Retail Banking IT Spend Survey Capture your IT spend and strategic context to build your capability-based budget narrative.
Agentic AI Use Case Tool for Financial Services Use this structured scoring framework to evaluate and prioritize agentic AI use cases across financial services operations.
Transformation Mapping Workbook Use this workbook to map capabilities to processes and relevant use case inputs to technologies.
Use Case Selection Tool Use this tool to select your key problem to guide your use case of focus.
Data Value Mapping for Banking Tool Your bank is rushing to adopt AI/ML; modernizing your data strategy is critical for success.
API Gateway Maturity Assessment Tool Use the API Gateway Maturity Assessment Tool to determine the current state of your API gateway configuration.
AI Use Cases for Wealth and Asset Management Prioritization Tool The tool will help your firm rank your AI use cases according to your specific criteria. It will provide a ranked list and a planning tool.
Customer Identity and Access Management Selection Tool A vendor evaluation tool for customer identity and access management systems using 12 criteria for 12 vendors.

Financial Services - Tools