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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


Roundtable step 2 Roundtable step 2 arrow
  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics


Roundtable step 3
  • Custom Deliverables
  • Peer-Validated Initiatives
  • Board-Ready Presentations
  • Custom Next Steps

Deep Insights Tailored to Your Industry


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.


Deep insights step 2

Top Industry

Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.


Deep insights step 3


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.


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.

Latest Investment Banking 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

  • 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

  • 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

  • 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

  • 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

  • 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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