Info-Tech’s Best Research for Professional and Financial Services 2025
IT leaders are looking to address the uncertainties facing the professional and financial services sectors.
Economic upheaval and rapid technological evolution, including the proliferation of AI, pose significant challenges – and opportunities – for professional and financial services firms. Amid this disruption, IT leaders are being called to the forefront like never before, and successfully navigating this moment requires vision, agility, and leadership across all IT domains.
We’ve consolidated the most critical research for IT leaders in the professional and financial services sector so far in 2025. Use our industry-leading insights, tools, and expertise to:
- Rise above firefighting mode to become a true innovator and leadership partner.
- Improve your firm’s data strategy and governance to refine strategic decision-making.
- Take control of vendor strategy and management to effectively fill IT and technology gaps.
- Implement AI technology responsibly to unlock its potential.
- Mitigate risks by improving your response to information security threats.
Info-Tech’s Best Research for Professional and Financial Services 2025
IT leaders are looking to address the uncertainties facing the professional and financial services sectors.
IT leaders are using research to address the unique challenges they face in Professional and Financial Services
As organizations face disruption and opportunities from AI and adapt to economic changes, IT leaders are being called to the forefront like never before. Navigating this moment demands a vision, agility, and leadership in IT and across all IT domains.
We’ve consolidated the most critical research for IT leaders in 2025 that addresses:
- Moving from firefighting mode and becoming a true innovator and partner to the business.
- The need to improve data strategy and governance.
- Improving vendor strategies and management.
- Implementing responsible AI.
- Mitigating risks by improving the response to information security threats.
Best Research in Professional and Financial Services
“Accelerate the achievement of your business outcomes by coupling our best practices research with Industry Analyst and Counselor expertise.”
Christine West
Managing Partner
Info-Tech Research Group
1 Build a Business-Aligned IT Strategy
Success depends on IT initiatives clearly aligned to business goals, IT excellence, and driving technology innovation.
2 Build a Robust and Comprehensive Data Strategy
Build a data strategy that’s organization first, not technology first.
3 Jump Start Your Vendor Management Initiative
Create and implement a vendor management framework to begin obtaining measurable results in 90 days.
4 Build an Information Security Strategy
Align the information security strategy to organizational goals and risks to create value.
5 Govern the Use of AI Responsibly With a Fit-For-Purpose Structure
Enable your organization to transparently deliver effective and human-centric AI.
6 Establish Data Governance
Deliver measurable business value.
Build a Business-Aligned IT Strategy
Success depends on IT initiatives clearly aligned to business goals, IT excellence, and driving technology innovation.
CIO
IT Strategy
Gord Harrison
Chief Research Officer
Jack Hakimian
Senior Vice President
Sanchia Benedict
Senior Product Manager
Download This Research
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Build a Robust and Comprehensive Data Strategy
Build a data strategy that’s organization first, not technology first.
Technology Research
Data Management & Governance
Crystal Singh
Research Director
Steve Willis
Practice Research Director
Ryan Brunet
Principal Research Director
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Book an Analyst Call
Book a Workshop
Professional and Financial Services
Jump Start Your Vendor Management Initiative
Create and implement a vendor management framework to begin obtaining measurable results in 90 days.
Technology Research
Vendor Management
Phil Bode
Principal Research Director
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Book a Workshop
Professional and Financial Services
Build an Information Security Strategy
Align the information security strategy to organizational goals and risks to create value.
Technology Research
Security Risk, Strategy & Governance
Michel Hebert
Practice Lead
Kate Wood
Practice Lead
Download This Research
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Govern the Use of AI Responsibly With a Fit-for-Purpose Structure
Enable your organization to transparently deliver effective and human-centric AI.
Technology Research
Data Management & Governance
Irina Sedenko
Research Director
Andrew Sharp
Research Director
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Book an Analyst Call
Book a Workshop
Professional and Financial Services
Establish Data Governance
Deliver measurable business value.
Technology Research
Data Management & Governance
Crystal Singh
Research Director
Download This Research
Book an Analyst Call
Book a Workshop
Professional and Financial Services
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“… For every project that we start, if the researchers are at Info-Tech, we gain days. Just by the fact that we can start … with the template and jump right to talking to an analyst. And that doesn't even quantify the savings.” – Cathy Menard, VP Information Systems, Libro Credit Union
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Over the course of five days, our expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. We use a learning-based approach to implement road-tested Info-Tech methodologies tailored to your unique situation.
1 Get 90% of any project done in five days
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- Select any topic that is important to you from hundreds of available workshops.
2 An intense, collaborative learning experience
- Work through industry best practices and workshop materials that have been rigorously road-tested.
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- Gain and share expertise over a variety of short, focused engagements.
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Leadership Summit
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counselor members.
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Build or enhance your Custom Key Initiative Plan (CKIP) and work through other key plans and solutions.
Connect
Collaborate with IT leaders and peers throughout the three days and through dedicated networking events.
Curated for IT leaders:
- Your CKIP, with guidance from our seasoned advisors and counselors, will help you address your major pain points and deliver on your key objectives in the next 12-18 months.
- Sessions will be led by highly experienced IT leaders who have walked in your shoes and helped build highly successful IT departments.
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3
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An Intensive Networking and Strategic Planning Experience
This three-day immersive experience offers an exclusive chance to meet and get to know like-minded CIOs as we work together to understand, assess, and conquer IT’s greatest challenges. A perfect balance of business and pleasure.
Niagara Falls, ON
May 14-16, 2025
You’ll have opportunities to build peer relationships and take in the majesty of Horseshoe Falls, as well as the city's bustling food and entertainment scene. Treat yourself and your companions to a taste of the Niagara region's unique vintages, paired with succulent wagyu steak at a local vineyard.
Primary Activity: Wine & Wagyu at a Niagara Vineyard
Systematically Improve Your IT Department
Learn the 8 secrets to becoming a world-class CIO and begin our 12-step systematic improvement program. Your Executive Counselor will help you craft an enterprise Key Initiative Plan and help you leverage your Info-Tech membership to your greatest advantage.
Chicago, IL
June 18-20, 2025
This three-day immersive experience offers an exclusive opportunity to build a comprehensive enterprise IT Key Initiative Plan and participate in valuable sessions on succeeding as a CIO and senior IT leader today. You’ll have opportunities to build peer relationships and experience Chicago’s rich architectural heritage, beautiful beaches, and distinctive culinary delights.
Primary Activity: Wrigley Field Tour & Cubs Game
Exclusive Enrollment, Expenses Paid
Open to all new Core Memberships and new Counselor seat holders. All expenses paid including accommodations, meals, and outrageously fun activities. Personal travel (e.g. flights) excluded.
Toronto, ON
July 16-18, 2025
Get revved up with your peers ahead of one of the most anticipated IndyCar races of the season. You’ll have opportunities to build peer relationships while you take in the thriving nightlife, excellent cuisine, and cultural gems of Canada’s largest metropolis. This three-day immersive experience offers an exclusive opportunity to build a comprehensive enterprise IT Key Initiative Plan.
Primary Activity: Toronto Honda Indy
Info-Tech IGNITE
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This tailored one-day experience brings together IT leaders, industry analysts, vendors, and subject matter experts to dive into the latest technology and innovation topics across industries.
Exclusive. Forge meaningful connections with IT leaders near you.
Focused. Gain valuable insights for your industry and your role.
Engaging. Unlock new, insightful perspectives from peers and experts alike.
Experience IGNITE in a city near you.
100+ IT Leaders Across Industries
Keynotes, Panels, and Breakout Sessions
Analyst 1:1s, Networking, and Expert Insights
Industry Tracks and Facilitated Discussions
Cocktail Receptions and Industry Lunches
Info-Tech LIVE 2025
June 10 - 12
THE BELLAGIO, LAS VEGAS
Highlights
- 2,000+ Attendees
- Technology and Industry Experts
- Main-Stage Speakers
- Lightning Research Rounds
A can’t-miss opportunity for IT leaders to bridge theory and practice.
- Workshop Breakouts
- Vendors
- Industry Roundtables
- Peer Networking Sessions
Featured Speakers
Malcolm Gladwell
Author of Eight New York Times Bestsellers including Revenge of the Tipping Point
Gary Brantley
Chief Information Officer
National Football League
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
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A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
You Get:
- Info-Tech’s Best Research for Professional and Financial Services 2025 Report
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