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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 Community Forums


  • 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

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
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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
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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
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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
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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
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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
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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.

3

Industry Benchmarking


Peer Benchmarking
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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
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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
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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
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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.

4

Core Industry Technologies & Software Selection


Core Industry Technologies
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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
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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
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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.
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