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Wealth Management
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
Executive Peer Groups
- 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
Industry Roundtable Events
Wealth Management - Critical Projects
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
Make Your IT Governance Adaptable – Financial Services
- You will produce more value from IT by developing a governance framework optimized for your current needs and context, with the ability to adapt as your needs shift.
- You will create the foundation and ability to delegate and empower governance to enable agile delivery.
- You will identify areas where governance does not require manual oversight and can be embedded into the way you work.
Strategy Alignment
Wealth Management 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
Wealth Management Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Wealth Management 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
Wealth Management Industry Impacts on IT Strategy: Senior Management Presentation Template
- Use the Wealth Management 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.
2
Top Industry Trends
Top Trends
The Future of Wealth Management
- Take a multidimensional approach to evaluating and solving your technology challenges. The deep transformations that need to occur in wealth management touch many dimensions of IT.
- Build a solid foundation of core IT practices to deliver better digital experiences. The interrelated nature of the modern wealth management industry means IT must address many capabilities at the same time.
- Close alignment with the business is essential. Mature approaches to business alignment focusing around Agile and DevOps as well as right-sized and effective IT governance are critical for long-term success.
Top Trends
Wealth Management Increasing Use of Outsourced Systems Report
- Learn about how the Growing Impact of Increasing Use of Outsourced Systems affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Wealth Management Increasing Use of Digital Tools and Channels Report
- The Wealth Management industry is going through a period of high change that is driven by significant changes in the demographics of their customers.
- Learn about how the Increasing Use of Digital Tools and Channels trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Wealth Management Cloud Adoption Report
- The Wealth Management industry is going through a period of high change that is driven by significant changes in the demographics of their customers.
- Learn about how the Increasing Cloud Adoption trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
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Industry Benchmarking
Peer Benchmarking
Benchmarking Report: A Cross-Industry Comparison of IT Stakeholder Satisfaction
- Every industry has unique characteristics that can hamper progress or facilitate success in satisfying IT stakeholders. Reimagine your strategy by shifting the definition of who your peers really are.
- Discover which industries achieve high stakeholder satisfaction across 13 core IT services.
- Learn the characteristics that different industries have that can help or hinder IT success.
- Understand what your industry has in common with others that you can leverage to improve stakeholder satisfaction and overcome your own institutional barriers.
Peer Benchmarking
Wealth Management Management & Governance Benchmarking Report
- Understanding your IT team’s perception of what’s important and how well they’re doing is central to identifying strengths, weaknesses, and potential misalignments with business priorities and expectations.
- Learn about how IT departments in your industry assess the importance and effectiveness of 45 IT processes to gauge your own alignment and identify select processes for targeted improvement.
Peer Benchmarking
Wealth Management IT Staffing Benchmarking Report
- Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business. IT staffing is stretched thin.
- By taking the IT Staffing Assessment diagnostic and participating in our unique IT Spend benchmarking, you will gain critical information to position your team to be seen as strategic.
Peer Benchmarking
Wealth Management 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 Wealth Management IT organizations.
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Core Industry Technologies & Software Selection
Core Industry Technologies
Wealth Management Cloud Services Report
- Wealth Management firms have worked closely with public cloud vendors to ensure security, privacy, and data sovereignty risks are mitigated.
- Wealth Management firms set strict rules around what data and backups can be stored and where they must reside. This makes it difficult to establish a trusted service provider.
- Learn about what cloud services are, the state of the market, key features, and leading vendors to see how this technology can transform your IT strategy and the ability to deliver it.
Core Industry Technologies
Wealth Management Systems Report
- Wealth Management firms rely on wealth management systems to run their increasingly complex businesses.
- Selecting the right wealth management system is a critical strategic decision.
Core Industry Technologies
Wealth Management 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.
Latest Wealth Management 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.
Meet the Financial Services and Insurance Executive Services Leadership Team
November 7, 2023
The Financial Services and Insurance (FSI) industries are ever-evolving and undergoing dramatic changes due to market conditions, increased consumer and employee demands, and a rapid need for modernization to remain competitive with both incumbents and digital-first emerging players. Our global FSI team at Info-Tech is the world-renowned provider of choice for premier CIO and executive leadership, research, coaching, and mentoring services dedicated to IT leaders. Our mission is to serve as a trusted strategic advisor to enable FSI IT leaders and increase the value of their organization. Our advice improves the teaching, learning, research, student experience, and community engagement aspects of their organizations through IT best practices and research. We will ensure that our members in the global FSI sector receive exceptional value from their investment in their Info-Tech membership as they build an exponential IT mindset to embrace the changes in the FSI industry.
The Silicon Valley Bank Failure and What to Prepare for Next
March 16, 2023
The impacts on banking, financial institutions, their customers, and technology.
Observations on OSFI’s "Culture and Behaviour Risk Guideline" (Draft) 2023 from an IT Perspective
March 15, 2023
Culture, in the common view of IT, is largely outlined in the strategy of the organization, expressed in part by the vision, mission, and objectives and described in detail in the principles the organization holds. Behaviors stem from the principles or values.
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.
Wealth Management 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.