Technology Trends Previsory

What’s a previsory? The word is a combination of pre-view and ad-visory, a view of financial services technology trends that our clients should have on their radar. We’ve sifted through the noise and the hype to help you identify and prioritize the trends to watch. We’re looking forward intentionally to help you develop a perspective and potential technology plan. We hope that this series of previsory webinars and reports expands your horizons and sparks new ideas.


Reports

2022 Edition

The insurance industry continues to change rapidly to respond to new technologies, changing business models, the explosion of data and the need to digitize and innovate across every aspect of an insurance company. We’ll provide a "previsory" - a preview of the top trends for 2022 and advice on how to evaluate the impact on your business.

The insurance industry continues to change rapidly to respond to new technologies, changing business models, the explosion of data, and the need to digitize and innovate across every aspect of an insurance company. We will provide a "previsory" - a preview of the top trends for 2022 and advice on how to evaluate the impact on you business.

In 2022 retail wealth management firms will continue to drive toward a singular vision for the industry: delivering holistic, personalized financial solutions to clients at scale. While this vision has remained unchanged over the last few years, mounting competitive pressures combined with unprecedented advancements in technology are forcing firms to act.

The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to react at speed and reconsider their priorities. Despite one of the steepest drops in gross domestic product (GDP) ever experienced, the global banking system has proven resilient.


Our Research

Our research is built on a foundation of deep industry experience, a web of contacts, our VendorMatch database and an unwavering commitment to objectivity and exceptional client service.

Technology Trends

Through our previsories, we’re intentionally looking forward to help you develop a perspective and potential technology plan; if you’re interested in what others have told us they’re implementing today, we’ve got plenty of other reports that do that.

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