IT Trends and Spending Implications for the Securities & Investments Industry

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
11 October 2012

Finding Opportunities Amidst the New Realities


In the next few years, market and technology trends will have major implications for IT spending across both wealth management and capital markets firms.

This report, IT Trends and Spending Implications for the Securities & Investments Industry: Finding Opportunities Amidst the New Realities, highlights these trends and developments so that institutions can consider making investments, and IT vendors and other service providers can consider making enhancements to their solutions or else develop brand new solutions. Celent examines the powerful restructuring taking place within the securities and investments industry, where firms are evolving more rapidly now than ever before.

“Given the highly regulated environment in wealth management, firms are changing their strategies,” says Isabella Fonseca, Research Director with Celent’s Securities & Investments Group and coauthor of the report. “Wealth managers are optimizing technology to create new service models and channels for different customer segments. In particular, they are focusing on adding technology for advisors and providing best-in-class service for investors through self-directed tools and improved advisor-client relationships.”

“In capital markets, the evolution of market structure will drive much of the agenda,” adds David Easthope, Research Director with Celent’s Securities & Investments Group and coauthor of the report. “Infrastructure providers are undergoing significant transformation based on regulatory and competitive drivers, where there are new opportunities to expand across the value chain.”

On the sell side, with the implementation of new regulations, many firms will not be able to leverage their balance sheet to maintain the full scope of their dealing operations, and therefore are already repositioning their business models. Buy side operations are also under pressure due to regulations and evolving market structure. Finally, risk management is very much in the spotlight, as firms are continuing to embark on multiyear initiatives to strengthen and upgrade risk management related practices and systems.

This 26-page report contains four figures and five tables.