Responding to evolving business demands
CGI works with both buy-side and sell-side firms to reduce their run costs, free up investment for end-to-end transformation, digital adoption and cyber protection, and achieve strategic outcomes. We help firms respond to market realities by building digital-first and customer-centric businesses within the new regulatory regimes.
Voice of Our Clients: What capital market leaders are acting on now
Insights from 95 client conversations reveal top priorities shaping the industry
Holistic data strategies rapidly gain traction, driving holistic AI strategies
79%have a holistic data strategy for the enterpriseFifty-seven percent of executives cite a holistic AI strategy for the enterprise.
Digital leaders excel with data and protection
83%are producing results from their data and protection strategiesCapital market firms with enterprise-wide data and protection strategies are driving measurable performance gains.
AI reshapes processes and drives efficiency
87%are applying GenAI to improve customer serviceInvestment in AI and automation is on the rise to enhance both customer-facing and internal operations.
Buy-side firms are facing a sea of change, including changing investor expectations for personalization, product diversity and higher returns, increasing regulation, margin pressures, and technological disruptions. All of these changes are creating an unprecedented need for flexibility and scale, despite legacy limitations.
As buy-side companies increasingly invest in digital-first models and capabilities, the “digital advisory model” is emerging. With this model, technology is used to help on-board customers, as well as offer them a fully digital environment where they can set goals, receive information, and manage their portfolio and wealth in real time.
Meanwhile, on the back end, firms are looking to re-platform, improve straight-through processing, increase the consumption of technology as a service, and drive operational efficiency through the reduction of manual processes.
CGI is working with buy-side firms across the globe to help them address their digital and legacy challenges to drive operational excellence, business performance, and a superior customer experience.
Sell side
Sell-side capital market firms are undergoing radical change. Key challenges include increasing return on equity, complying with tighter regulations, embracing new technologies, and improving cost-to-income ratios. These challenges are driving firms to embrace new business models, streamline and automate business processes, adopt standardized platforms, and move to new consumption models for technology and operations.
We are one of the few companies that can offer sell-side firms the domain expertise, technology and end-to-end IT transformational services to reinvent their business, achieve operational excellence, drive efficiencies, and save costs. We help you simplify and modernize complex application landscapes while adopting industrialized IT management practices.
Back-office clearing and settlement
Buy-side portfolio management
Sell-side automation, compliance and reporting
Anti-money laundering, anti-fraud defense and cyber protection
Transformational outsourcing
Cloud computing
Re-platforming and sun-setting
Customer onboarding and know your customer solutions
Regulatory compliance

