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Investment Banking
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
- Monthly Executive Collaboration
- Peer-to-Peer Knowledge Sharing
- High-Impact Discussion Topics
Industry-Specific Advisory Services
- Digital Transformation
- Linking Business & IT Value Maps
- Advisory Assistance to Help You Build Your IT Strategy
- Peer Benchmarking
Executive Roundtable Events
Investment Banking Roundtable
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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
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.
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.
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.
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.
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.
Outcome-Driven Digital Transformation for Financial Services
Date published
April 20, 2021
Author:
Digital impacts what we sell, how we sell, and how we operate. A digital strategy usually consists of several interconnected initiatives that impact different portions of the business model. The Info-Tech digital strategy framework replaces output-oriented thinking with an outcomes-based approach to be successful in a digital environment.
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.
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?
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.
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.
Investment Banking 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.