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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

Roundtable step 1 Roundtable step 1 arrow
  • Reference Architectures & Value Streams
  • Industry Trends
  • Peer & Industry Benchmarking
  • Top Technologies

Peer
Connections

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  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics

Boardroom-Level
Deliverables

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  • Custom Deliverables
  • Peer-Validated Initiatives
  • Board-Ready Presentations
  • Custom Next Steps

Executive Roundtable Events

Holding Companies Roundtable

Deep Insights Tailored to Your Industry

1

Deep insights step 1

Business-Aligned IT Strategy

Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.

2

Deep insights step 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

Deep insights step 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

Deep insights step 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.

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Financial Services/Banking: Next Steps From the CIO COVID-19 Strategy Webinar

Date published

April 21, 2020

Author:
  • David Tomljenovic

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:
  • David Tomljenovic

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:
  • David Tomljenovic

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:
  • David Lee

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:
  • Sidney Hodgson

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.

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