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Financial Services
Industry Insights Designed to Help You Lead Digital Transformation
With Info-Tech's Industry Roundtables & Benchmarking, you will never again wonder "what are my peers doing?", "how do I compare?", or "what should I be doing?".
Industry Insights & Best Practices
- Industry-Specific Research
- Reference Architectures
- Industry Trends
- Top Technologies
Monthly Peer Roundtables
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- High-Impact Discussion Topics
Industry-Specific Advisory Services
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- Linking Business & IT Value Maps
- Advisory Assistance to Help You Build Your IT Strategy
- Peer Benchmarking
Deep Insights Tailored to Your Industry
1
Business-Aligned IT Strategy
Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.
2
Top Industry
Trends
Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.
3
Industry
Benchmarking
Reveal the true state of your IT services, processes, spend, and staffing levels to align your priorities and resources.
Benefit from peer data to get a reference point for how well you stack up.
4
Core Industry Technologies & Software Selection
Arm yourself with everything you need to provide the right solutions to meet the needs of your business stakeholders.
1
Business-Aligned IT Strategy
Strategy Alignment
Investment Banking Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Investment Banking industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
Investment Banking IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
- Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
Investment Banking Industry Impacts on IT Strategy: Senior Management Presentation Template
- Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
- Use the Investment Banking Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done.
Strategy Alignment
Holding Companies Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Holding Companies industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
Holding Companies IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
- Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
Holding Companies Industry Impacts on IT Strategy: Senior Management Presentation Template
- Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
- Use the Holding Companies Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done.
Strategy Alignment
Retail Banking Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Retail Banking industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
Private Equity and Venture Capital Industry Impacts on IT Strategy: Senior Management Presentation Template
- Use the Private Equity and Venture Capital Industry Impacts on IT Strategy: Senior Management Presentation Template to share the key findings of the business-aligned analysis with your organization's leadership team.
Strategy Alignment
Retail Banking Industry Impacts on IT Strategy: Senior Management Presentation Template
- Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
- Use the Retail Banking Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done.
Strategy Alignment
Retail Banking IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
- Working with our team, update your IT Strategy Initiatives Workbook.
Strategy Alignment
Private Equity and Venture Capital IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy and document them in the IT Strategy Initiatives Workbook.
Strategy Alignment
Private Equity and Venture Capital Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Private Equity & Venture Capital (PEVC) industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
2
Top Industry Trends
Top Trends
Investment Banking Disruption/Digitization Report
- The Investment Banking business is going through a period of significant digital disruption that is reshaping many parts of the industry.
- Learn about how disruption and digitization affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Investment Banking Cost Reduction Report
- As traditional revenue sources come under pressure from digital disruption and changing market conditions, there will be a continued focus on cost containment.
- Learn about how cost reduction affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Investment Banking Talent Rethink
- The employee skills required to compete and thrive in a modern Investment Bank are changing radically. In many cases, talent needs to be completely reconsidered.
- Learn about how the talent rethink trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Holding Companies Complex and Increasing Regulation Report
- Regulation is in a constant state of change and always increasing. Keeping up with change is essential.
- Learn about how complex and increasing regulation affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Holding Companies Rapidly Growing and Diverse Portfolios Report
- Holding companies are growing in size and complexity as they continue to acquire and build new assets.
- Learn about how the rapidly growing and diverse portfolios trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Holding Companies Integration and Shared Services Report
- The diverse nature of holding companies makes integration an essential capability.
- Learn about how integration and shared services affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Private Equity and Venture Capital Rapidly Intensifying Competition Report
- The Private Equity & Venture Capital (PEVC) industry has seen a 450% increase in capital inflows over the last decade. Such a large influx of capital has drawn attention to the PEVC industry from new competitors.
- Learn about how the Rapidly Intensifying Competition trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Private Equity and Venture Capital Growing Impact of ESG Report
- Increasingly, new capital has a social mandate attached to it due to the rise of ESG investment principles.
- Learn about how the Growing Impact of ESG affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Private Equity and Venture Capital Increasing Use of Technology Report
- Technology is playing a greater role throughout the Private Equity & Venture Capital (PEVC) industry. The impact is being felt through all areas of the business.
- Learn about how Increasing Use of Technology Trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Retail Banking Increasingly Competitive Markets Report
- Customer expectations for financial services are increasingly redefined by non-financial/non-regulated competitors (e.g. Apple, Amazon, Uber).
- As the level of competitiveness continues to escalate, so does the pressure on financial services organizations to transform their business.
- Learn about how increasingly the competitive markets trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Retail Banking Surveillance for Illegal Activity Report
- Banks are struggling to remain compliant with the rapidly evolving regulations, consuming significant resources as criminals are becoming ever more sophisticated.
- The risk is real, as compliance failures present huge reputational risks at a time when Retail Banking CIOs are often not seen as innovators by banking staff.
- Learn about how surveillance for illegal activity affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Retail Banking Legacy Systems/Transformation Report
- The Retail Banking industry is rapidly evolving. It is being influenced and reshaped by many factors. Customer bases are aging; younger, technology-savvy customers are becoming more important; and new competition is occurring.
- These forces are causing legacy technology to increasingly become a hindrance to successfully competing.
- Learn about the legacy systems/transformation trend, including challenges and opportunities, with expert assistance.
3
Industry Benchmarking
Peer Benchmarking
Investment Banking IT Stakeholder Satisfaction Benchmarking Report
- IT leadership needs to understand where their clients are unsatisfied with the quality of service they are receiving from IT.
- Understand important focus areas to address and insights into how your team compares with other Investment Banking IT organizations.
Peer Benchmarking
Investment Banking IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. As a result, Investment Banking IT staffing is stretched thin.
- By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
Holding Companies IT Stakeholder Satisfaction Benchmarking Report
- IT leadership needs to understand where their clients are unsatisfied with the quality of service they are receiving from IT.
- Understand important focus areas to address and insights into how your team compares with other Holding Companies IT organizations.
Peer Benchmarking
Holding Companies IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. As a result, Holding Companies IT staffing is stretched thin.
- By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
Private Equity and Venture Capital IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands of the business. As a result, Private Equity & Venture Capital IT staff are stretched thin.
- While IT is keeping the lights on, there is little opportunity to lead, innovate, or plan for the long term.
- By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
Private Equity and Venture Capital IT Stakeholder Satisfaction Benchmarking Report
- IT leadership needs to understand in what areas their clients are unsatisfied with the service they are receiving from IT.
- While financial services IT as a whole is meeting stakeholder expectations, there is room for improvement when it comes to client-facing technologies and analytical capabilities. Both are key to competing in this rapidly transforming industry.
- Identify and understand which focus areas to address and uncover insights into how your team compares with other Private Equity & Venture Capital IT organizations.
Peer Benchmarking
Retail Banking IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. As a result, Retail Banking IT staffing is stretched thin.
- While Retail Banking IT is keeping the lights on, there is little opportunity to lead, innovate, or plan for the long term.
- By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
Retail Banking IT Stakeholder Satisfaction Benchmarking Report
- IT leadership needs to understand where their clients are unsatisfied with the quality of service they are receiving from IT.
- While Financial Services as a whole is meeting stakeholder expectations, there is room for improvement when it comes to client-facing technologies and analytical capabilities, both key to competing in this rapidly transforming industry.
- Understand important focus areas to address and insights into how your team compares with other Retail Banking IT organizations.
4
Core Industry Technologies & Software Selection
Core Industry Technologies
Investment Banking Systems Integration Report
- Highly integrated systems and data are now essential for the survival of investment banks. Without integrated systems, modern tools such as robotic process automation, AI, and machine learning are almost impossible to implement.
- Learn about what systems integration is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Investment Banking AI Platforms Report
- AI is becoming an essential tool to identify and develop opportunities as well as to look at large data sets for opportunities previously missed.
- Learn about what AI platforms are, the state of the market, key features and functions, and leading vendors in the space to understand how they can transform your IT strategy and ability to deliver.
Core Industry Technologies
Investment Banking Process Optimization Report
- Cost pressures are combining with growing competition to drive innovation to traditional processes. In Investment Banking, process optimization is essential to remaining competitive.
- Learn about what process optimization is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Holding Companies Enterprise Performance Management Report
- Holding companies are designed to create value and manage risk. Enterprise performance management is an essential tool to align strategy with measurable results.
- Learn about what enterprise performance management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Holding Companies Enterprise Risk Management Report
- Risk management is an essential reason for the use of the holding company structure. Learn to maximize its advantages with the right technologies.
- Learn about what enterprise risk management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Holding Companies API Integration Report
- System complexity is growing at the same time as business initiatives require systems to work together. Integration is a key capability.
- Learn about what API integration is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Private Equity and Venture Capital Enterprise Risk Management Report
- As the level of regulation increases throughout the Private Equity & Venture Capital (PEVC) industry the need for enterprise risk management systems is also increasing.
- The growing impact of ESG investment principles is also driving the need for greater risk monitoring capabilities.
- Learn about what Enterprise Risk Management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Private Equity and Venture Capital API Integration Report
- The Private Equity & Venture Capital (PEVC) industry is going through a period of rapid technology adoption. Bespoke legacy systems are increasingly being replaced with modern vendor provided solutions that are often hosted in the cloud.
- Learn about what API Integration is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Private Equity and Venture Capital Enterprise Performance Management Report
- The Private Equity & Venture Capital (PEVC) industry’s guiding purpose is value creation. Increasingly, the process of value creation requires higher levels of active intervention by the PEVC firm within their investee companies.
- Learn about what Enterprise Performance Management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Retail Banking API Integration Report
- APIs ensure seamless communication between various applications and services that operate within a bank, laying the groundwork for successful legacy renewal.
- Learn about what API technology is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Retail Banking Robotic Process Automation Report
- Robotic process automation can be broadly applied to any process that involves a high level of human involvement, a low level of human judgement, and a high degree of repetitive tasks.
- Learn about what robotic process automation is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
Retail Banking Core Banking Systems Report
- Core banking systems are ERP systems for banks. A wide range of products are available, with varying levels of digital maturity and modern code bases.
- Selecting the correct system is essential, and selection must consider the future plans of the organization.
- Learn about what a core banking system is, the state of the market, key features and functions, and leading vendors in the space to understand how it can transform your IT strategy and ability to deliver.
Latest Financial Services Notes
Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.
Help Your Bank Win by Securing Robotic Process Automation (RPA) Deployments
Date published
March 29, 2021
Author:
Robotic process automation (RPA) is coming to your bank. Surprisingly, it does not pose as great an information security challenge as you might think. By using a few common sense controls, you can stop worrying and welcome your new robot overlords.
President Biden's Healthcare Reforms: First Step Reduce Premium Costs and Expand Access
Date published
February 12, 2021
Author:
Expanding access to health insurance coverage and reducing premium burdens among low- and middle-income earners will create more healthcare consumers. Health insurers must prepare by improving data and analytical capacity to improve information sharing across the health system.
Modeling Success for Your Financial Lake
Date published
January 28, 2021
Author:
Stepping into the world of big data and enabling the data science community to investigate further insights from your core data assets is a common data strategy. How do we set the data up for success and ensure you get the most from your data science community?
The vCIO Retainer Toolkit
Date published
August 20, 2020
Author:
With this guide, vCIOs will understand how to package Info-Tech’s available research material in a way that will enable them to systematically improve their client’s technology challenges, thereby demonstrating their value at every available touchpoint.
Professional Services – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19
Date published
April 27, 2020
Author:
CIOs in Professional Services will play a critical role during the COVID-19 crisis. This is an opportunity to shine. Use this plan to help you build and communicate a clear strategy for the next 90 days, allowing you to demonstrate both leadership and technology capability.
Benchmarking Reports
Industry-specific benchmarking reports built on years of in-depth industry data, collected using our innovative diagnostic programs. We aggregate the data across hundreds of IT departments in your industry to give you tailored vertical insights, all packaged in professional boardroom-ready reports.
Financial Services Reference Architecture
Reference architectures built on years of industry expertise, honed by analysts working with real IT professionals in your industry. Leverage industry best practices so you don’t waste time and money reinventing the wheel.