Top trends and priorities center on transformation to fuel growth and reduce risk

We met with 95 asset/wealth management and capital markets executives to understand their top priorities and how they are adapting to key trends shaping their organizations. This year, agility, compliance and embracing digital transformation are top trends, as executives seek to achieve the following business and IT priorities:

  • Driving sustainable growth
  • Modernizing infrastructure and applications
  • Managing risks and compliance
  • Optimizing operational efficiency
  • Enhancing the customer experience

Holistic data strategies rapidly gain traction, driving holistic AI strategies

79%
have a holistic data strategy for the enterprise (+46pp points vs 2024)
64%
extend their data strategy to their ecosystem
57%
have a holistic AI strategy for the enterprise

pp = percentage points

Data, changing environments, security also top of mind

  • 91%
    are reporting on country residency for data assets
  • 79%
    report that changing political, fiscal and regulatory environments are creating uncertainty
  • 56%
    are producing results from their data privacy and protection strategy for their partner ecosystems
  • 37%
    are addressing cybersecurity, risk and regulatory compliance to minimize risk arising from macro trends
  • 31%
    say a shifting world economic order, including supply reshoring, has a major impact on the organization
Leaders discussing banking and capital markets

Digital leaders excel with data strategies and agility

Organizations generating expected results from their digitization strategies—the digital leaders—share common attributes that enable them to accelerate outcomes compared to others.* For example, in capital markets and asset/wealth management, digital leaders:

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Produce results from their data privacy and protection strategy extending to the ecosystem

+60pp

vs. others*

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Have a holistic data strategy extending to the ecosystem

 

+42pp

vs. others*

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Business models are highly agile to adapt to digitization

 

+36pp

vs. others*

* "Digital leaders” are those producing expected results, and “others” are those building or launching their digital strategies.

pp = percentage points

At CGI, we help asset/management and capital markets executives drive sustainable growth through AI and other advanced technologies that optimize operations and enhance the customer experience. Learn more:

 

Business & Strategic IT Consulting    Digital transformation    Artificial intelligence   Cybersecurity  Managed IT services