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Investment Banking
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
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- Digital Transformation
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Investment Banking - 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
Investment Banking Industry Impacts on IT Strategy: Senior Management Presentation Template
- Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
- Use the Investment Banking Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done.
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
Investment Banking Business-Aligned IT Strategy
- Learn about the ecosystem factors that are impacting the Investment Banking 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
Investment Banking IT Strategy Initiatives Workbook
- With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
- Working with our team, update your IT Strategy Initiatives Workbook.
2
Top Industry Trends
Top Trends
Investment Banking Talent Rethink
- The employee skills required to compete and thrive in a modern Investment Bank are changing radically. In many cases, talent needs to be completely reconsidered.
- Learn about how the talent rethink trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Investment Banking Disruption/Digitization Report
- The Investment Banking business is going through a period of significant digital disruption that is reshaping many parts of the industry.
- Learn about how disruption and digitization affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
Investment Banking Cost Reduction Report
- As traditional revenue sources come under pressure from digital disruption and changing market conditions, there will be a continued focus on cost containment.
- Learn about how cost reduction 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
Investment Banking 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.
- Understand important focus areas to address and insights into how your team compares with other Investment Banking IT organizations.
Peer Benchmarking
Investment Banking 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
Investment Banking IT 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.
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Core Industry Technologies & Software Selection
Core Industry Technologies
Investment Banking Systems Integration Report
- Highly integrated systems and data are now essential for the survival of investment banks. Without integrated systems, modern tools such as robotic process automation, AI, and machine learning are almost impossible to implement.
- Learn about what systems integration 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.
Core Industry Technologies
Investment Banking Process Optimization Report
- Cost pressures are combining with growing competition to drive innovation to traditional processes. In Investment Banking, process optimization is essential to remaining competitive.
- Learn about what process optimization 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.
Core Industry Technologies
Investment Banking AI Platforms Report
- AI is becoming an essential tool to identify and develop opportunities as well as to look at large data sets for opportunities previously missed.
- Learn about what AI platforms are, the state of the market, key features and functions, and leading vendors in the space to understand how they can transform your IT strategy and ability to deliver.
Latest Investment Banking 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.
The Wheel-O-Waste Spinnith: Banking Edition
March 5, 2018
Info-Tech has more than 400 client survey responses that assess their capacity for project work. Only 49% of hours allocated to projects were believed to be productively used. And it’s getting worse every year.
Your PMO Needs an Annual Report
January 18, 2018
You’re managing a PMO? Great. What does it cost the organization each year? What is the cost of the projects being managed or overseen? Did you deliver last year? If this is a story you’re not telling the organization, you should be.
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.
Investment Banking 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.