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2
3
Three strategies
that define the leaders
AUTOMATE WORKFLOWS
The top-performing firms are executing three interconnected strategies that separate them from the competition.
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AUTOMATE WORKFLOWS
58
%
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Plan to consolidate technology vendors & platforms
Seek to modernize technology architecture & data infrastructure
Partner with managed service providers for non-core activities
Where freed capacity goes
Three strategies that define the leaders
%
%
54
50
Top performers are simplifying to pave way for innovation:
AUTOMATE WORKFLOWS
INTELLIGENCE AT SCALE
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Three strategies that define the leaders
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INTELLIGENCE AT SCALE
AUTOMATE WORKFLOWS
The competitive outcome
Three strategies that define the leaders
Where freed capacity goes
Firms freed from maintaining complex architectures re-direct resources toward competitive capabilities, each jumping 20 percentage points from 2025:
33%
56%
54%
Portfolio management and trading innovation
Advanced client self-service & portal capabilities
Reduction in manual processes
2025
2026
2025
2026
2025
2026
32%
50%
32%
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Leaders use consolidation to unlock new capabilities, not just cut costs. They gain speed, flexibility, and the foundation to scale AI - advantages that compound over time. Firms pursuing pure cost reduction fall further behind with each cycle.
The competitive outcome:
AUTOMATE WORKFLOWS
INTELLIGENCE AT SCALE
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Three strategies that define the leaders
Where freed capacity goes
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INTELLIGENCE AT SCALE
AUTOMATE WORKFLOWS
The competitive outcome
Three strategies that define the leaders
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Only 20% operate on a single platform with real-time decision support across front, middle, and back office. They've connected portfolio management, compliance, and execution systems so tightly that decisions move from opportunity to execution in minutes rather than hours.
The competitive outcome:
DEPLOY PREDICTIVE
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While the majority see predictive analytics as the area with the most potential, only 18% have achieved advanced predictive capabilities in their front office: forecasting risks, anticipating bottlenecks, and identifying opportunities before competitors act.
The capability gap most firms face
AUTOMATE WORKFLOWS
INTELLIGENCE AT SCALE
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Three strategies that define the leaders
The competitive outcome
Leaders use consolidation to unlock new capabilities, not just cut costs. They gain speed, flexibility, and the foundation to scale AI - advantages that compound over time. Firms pursuing pure cost reduction fall further behind with each cycle.
The competitive outcome:
CLOSE
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AUTOMATE WORKFLOWS
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Three strategies that define the leaders
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AUTOMATE WORKFLOWS
INTELLIGENCE AT SCALE
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Three strategies that define the leaders
The competitive outcome
