Financial Services Research

Wealth management leaders are increasingly responsible for working with their technology partners to set firmwide plans that include technology strategy.

Gain a better understanding of the different financial planning structures and how to scale them.

Download this Gartner research for financial services leaders to grow technology expenditures by reorienting their strategy to achieve growth from digital channels.

Bank CIOs should prioritize IT investments that deal with three focal points: new engagement models, new digital asset classes and new business models

Although many financial service leaders acknowledge the need for diversity and inclusion (D&i), they face challenges recruiting diverse candidates and and fostering an inclusive culture. This research proposes potential solutions for those challenges.

Learn how to exceed business goals by involving employees in planning automation initiatives.

Learn how to adapt to six key customer value changes affecting your business.

Identify how to make journeys more cost-efficient and increase digital self-service containment.

Learn how to build hybrid work environments based on human-centric work design.

Use this journey map to understand the steps when engaging with a startup fintech player.

Learn how leading firms are managing their technology investments for maximum impact on digital transformation.

Download the Gartner research to know how to redesign work to help frontline support with customer empowerment and overcome retail banking talent shortage. Learn More