Top trends and priorities centre 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 organisations. 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

Modernising infrastructure and applications

Managing risks and compliance

Optimising 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 cyber security, risk and regulatory compliance to minimise risk arising from macro trends

31%
say a shifting world economic order, including supply reshoring, has a major impact on the organisation

Digital leaders excel with data strategies and agility

Organisations generating expected results from their digitisation 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:

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

+60pp

vs. others*

Have a holistic data strategy extending to the ecosystem

+42pp

vs. others*

Business models are highly agile to adapt to digitisation

+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 market executives drove sustainable growth through AI and other advanced technologies that optimise operations and enhance the customer experience. Learn more:

Business Consulting Digital transformation Artificial intelligence Cyber security Managed IT Services