Top trends and priorities focus on growth, optimisation, the customer experience and innovation

We met with 84 capital markets and asset/wealth management executives to understand their top priorities and how they are preparing for and adapting to key trends shaping their organisations. This year, executives are prioritising:

  • Profitability and business growth
  • Business optimisation
  • Improved customer experience
CGI Voice of Our Clients – Capital markets

The impact of digitisation on business models continues to rise.

83%
say digitisation is highly impacting their business models
37%
say their legacy systems pose a significant challenge
23%
say their business models are highly agile in adapting to digitisation

Digital and AI are shaping the business

 

  • Technology and digital acceleration remains the top macro trend
    66% say technology and digital acceleration is the most impactful trend (+6pp YoY)
  • GenAI is advancing faster than traditional AI due to its perceived value
    38% have implemented or are implementing traditional AI, with 78% exploring GenAI
  • AI is the top innovation priority over the next three years
    35% plan to invest in AI over the next three years

 

business professionals on discussion

What digital leaders do to accelerate results

Organisations generating expected results from their digitisation strategies—the digital leaders—share common attributes that enable them to accelerate outcomes compared to others.* For example, in capital markets and asset/wealth management, digital leaders:

computer screen icon

Experience business and
IT alignment

+44pp

vs. others*

two mechanical gears icon

Cite legacy systems as a significant challenge

-33pp

vs. others*

padlock icon

Produce results from data privacy and protection strategies

+54pp

vs. others*

* those building or launching digitisation strategies
pp = percentage points

Recommendations for optimising operations and the customer experience

1

Accelerate digitisation and personalisation to improve customer retention and acquisition in capital markets.

2

Foster capital markets innovation and agility to adapt to new opportunities quickly.

3

Leverage managed services in capital markets to accelerate digital transformation initiatives.

4

Secure capital markets data and infrastructure to maximise resiliency and trust.

5

Become more data-driven, harness AI and generate insights to drive efficiency and new product development.

6

Bake-in ESG data enablement and reporting to track and prove sustainability targets.
business meeting

 

 

At CGI, we help capital market and asset/wealth management firms optimise operations, improve the customer experience, and innovate for growth. Learn more:

 

Digital transformation Artificial intelligence  Cyber security

 

 

Read more