Download Report

New services and online access top the agenda

48%
Of investment banks are focused on new products to boost margins
55%
Of larger broker-dealers plan significant investments in digital access
34%
Of investment banks struggle to deliver support services for derivatives

Sell-side firms can’t materially improve margins with their existing business models. The Leaders are doing something different – from expanding their advisory offering to servicing new types of investment products.

Sell-side firms are struggling to improve margins with existing models. They must offer new products and better digital servicing. The Readiness Leaders are rising to the challenge.

Download Report
86
Adding value through risk

Risk intelligence is in demand

Almost nine in 10 investment banking Readiness Leaders say the risk information services they provide to clients are highly important in enabling them to add value.

39
Brokerages embracing cloud

Reshaping the data architecture

Two-fifths of broker-dealers with a retail offering are migrating mission-critical applications to the public cloud as demands on their data management and online delivery escalate.

80
Brokerages investing in in-depth venue analysis

Brokerages add fresh value

Four-fifths of brokerages are actively investing in providing more in-depth venue analysis for clients.

Watch Rachel’s Story
Explore how Rachel, commercial loan officer for a bank, can make the right decisions for a faster time to yes and optimized profitability throughout the credit life cycle.
Explore how Rachel, commercial loan officer for a bank, can make the right decisions for a faster time to yes and optimized profitability throughout the credit life cycle.

Sell-side firms are adapting their business models to boost margins. Read how the sell-side Readiness Leaders are getting ahead.

Download Report