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Capital Markets Research Outlook 2024

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CAPITAL MARKETS: 2024 - ROI AND INNOVATION IN FOCUS

As global macroeconomic conditions continue to pose challenges across capital markets, financial institutions (FIs) are refocusing on return on investment (ROI) to ensure their still increasing tech budgets align strongly with business aims. Placing the right bets to innovate and transform is more important than ever. This requires understanding business cases, workflows, market structure, and regulatory change to leverage technology successfully.

The capital markets industry continues to be affected by numerous disruptive forces, including normalization of interest rates, continued regulatory change, and geopolitical tensions. Geopolitical uncertainties make predictions around M&A or IPO activity or volatility trends harder than ever. Uncertainty certainly continues to weigh on markets as we continue into 2024.

However, while efficiency and cost containment are in focus, Celent research found this is not translating to lowered tech spending. Whether spending to save, by modernizing or automating, or by building competitive advantage through new products and services, the rapid changes in and convergence of multiple technologies means tech spend in CM continues to rise.

As organic business growth can prove challenging, finanical institutions and financial market infrastructures are looking for new sources of revenue growth, whether through client expansion or new products and services. Technology can be an enabler and/or catalyst for this growth.

Capital markets is a large and highly interconnected network, so achieving success is a network play. The entities making up the network across the buy side, sell side, financial market infrastructures and finanical solution/service providers interact in numerous and increasingly blurring ways. From client to service provider, to partner and/or competitor, this state of interconnectedness creates overlaps in themes across the seemingly diverse capital markets landscape.

Celent has identified five key business themes that are driving technology spending and strategy for 2024, which help focus of our research throughout the coming year. These are

  • Integrating and enlarging client proposition,
  • Refocusing on ROI,
  • Separating tactics and strategy in meeting regulatory change,
  • Bridging workflows/solutions for DLT/digital assets and private markets
  • Determining the value of data.

Our research this year continues to focus on technology’s relationship to these themes and how solution providers are responding and evolving in response.

TYPES OF INSIGHTS

The Capital Markets team offers a dual stream of technology research, with

  • One stream focusing on helping clients understand enterprise technology trends in the context of the capital markets ecosystem (e.g. business model change, business use case).
  • A second stream focuses on the competitive landscape of solutions in specific market segments.

These reports are supported with primers and data-driven analysis based on industry outreach including interviews with strategy makers, budget holders, as well as industry-specific polls and panels. As always, analysts are available to speak about thiese in more detail.

Enterprise Technology Trends

  • Cloud Adoption acceleration creating new uses cases and business models
  • Experimentation and development of GenAI use cases specific to capital markets
  • Integrating blockchain-based assets and networks into traditional financial markets infrastructure
  • Increasing sophistication around data management and all types of AI; we have a particularly strong focus on GenAI this year
  • Data Monetization via APIs, Platforms and Data Marketplaces

Primers & Provider Landscape

  • Thematic e.g., GenAI, Private Assets, Digitalization and Fragmentation of Trading, Tokenization, Market Data in the Cloud, ESG/climate,
  • Private Asset Solutions
  • Future of Post Trade and key Solution Landscapes and Solutions e.g. reconciliation, transaction reporting
  • Risk Technology
  • Treasury and Collateral solutions

Outreach-based Research: Interviews, SURVEYS, Polls, Panels

These and other annual benchmarking reports help executives prepare business plans and make strategic technology choices and investments.

  • Look for new research based on panel discussions, focused on front office trading technology and post trade operations, such as our Sell Side Focused, Capital Markets GenAI Roundtable (held in March in New York)
  • Technology Adoption, Strategy and Spending: Survey and Interview-based Research, look for our 2042 IT Priorities and Strategy report series based on a survey of global buy and sell side firms.

Contact us for more information about what we have planned in Q2.

If you are a client, please sign in to access a detailed view of our 2024 agenda.