This content requires an active subscription.
Contact one of our representatives for assistance.
Speak With A Representative
or Call: 1-888-670-8889 (US) or 1-844-618-3192 (CAN)
Holding Companies
What Are Industry Benchmarking Roundtables?
Our Industry Roundtables are designed to immerse IT executives in the key issues, trends, and technologies in their industries so they can drive stakeholder value.
Insights &
Best Practices
- Reference Architectures & Value Streams
- Industry Trends
- Peer & Industry Benchmarking
- Top Technologies
Peer
Connections
- Monthly Executive Collaboration
- Peer-to-Peer Knowledge Sharing
- High-Impact Discussion Topics
Boardroom-Level
Deliverables
- Custom Deliverables
- Peer-Validated Initiatives
- Board-Ready Presentations
- Custom Next Steps
Executive Roundtable Events
Holding Companies Roundtable
Select Track
Background &
Overview
Executive
Roundtable
Action
Plan
Industry Roundtable Events
The Industry Roundtable Events are sessions hosted each month for 8 to 15 industry peers to discuss the
most pressing topics impacting IT departments in their industry and share their experiences. Each
session is facilitated by an industry analyst and supported by our tailored research.
Click an
experience track to learn more about the research, Roundtables, and action plan for each topic.
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
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.
2
Top Industry Trends
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.
3
Industry Benchmarking
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.
4
Core Industry Technologies & Software Selection
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.
Latest Holding Companies 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.
Financial Services/Banking: Next Steps From the CIO COVID-19 Strategy Webinar
Date published
April 21, 2020
Author:
On April 16, 2020, Info-Tech led a CIO COVID-19 Strategy Webinar for Financial Services/Banking IT professionals and leaders. This webinar presented a process for documenting an IT course of action during this pandemic, but it’s time to move beyond the early stage. Prioritize mid-range initiatives now, and specifically look to accelerating pre-COVID integration and transformation initiatives as a permanent foundation for delivering next generation in-branch and omnichannel customer engagements.
Financial Services – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19
Date published
April 21, 2020
Author:
CIOs in Financial 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.
Info-Tech’s Industry Roundtable for Financial Services: What Your Peers Had to Say…
Date published
January 6, 2020
Author:
Info-Tech LIVE took place November 19-21 in Las Vegas, NV. Here, we hosted nine Industry Roundtables focused on the direct and longer-term ripple effects of Industry 4.0 and its hallmark technologies on the different industry sectors. Read this summary of the Financial Services conversation to learn the main challenges and opportunities your peers think Industry 4.0 presents and what they believe are the next steps to manage this sea change successfully.
The Report of Finance Jobs’ Death by Automation Is Grossly Exaggerated
Date published
December 19, 2019
Author:
I’m sure my bosses want machines to replace me as soon as possible, but I’m still waiting for artificial intelligence to read my handwriting better than a five-year-old human can.
Establishing a Balanced Scorecard for IT Performance in the Financial Services Industry Is an Important Complement to IT Strategy
Date published
October 23, 2019
Author:
The IT balanced scorecard must go beyond the usual IT metrics. To be most effective, it must demonstrate the value IT provides and reflect corporate strategies and goals.
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.
Holding Companies 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.