IDC Financial Insights: Worldwide Capital Markets Digital Strategies program focuses on technology trends in the capital markets, with an emphasis on the sell side of the markets. The capital markets research program will cover technology topics including cloud, AI/ML, and analytics in investments and securities.

The IDC Financial Insights: Worldwide Capital Markets Digital Strategies advisory service examines the market challenges and opportunities of the worldwide capital markets and the implications of digital transformation technologies that affect these markets, institutions, and customers through industry surveys and direct interaction with industry executives. By leveraging IDC's network of financial services analysts worldwide, this research can help institutions align line-of-business and technology strategies, reduce the risks and expenses associated with technology adoption, improve customer engagement, enhance operational productivity, and realize real benefits from capital markets modernization.

Throughout the year, this service will address the following topics:

• The impact of continued cloud and digital infrastructure adoption within the capital markets
• Modernization of settlement and clearing functions
• Digital solutions to regulatory compliance
• Automation efforts within back-, middle-, and front-office operations
• Emerging technologically enabled avenues to capital formation
• Data management

Our research addresses the following issues that are critical to your success:

1. What economic trends are driving technology investment in the investment industry?
2. How do I move to a digital-first infrastructure without increasing risks or reducing my ability to ensure regulatory compliance?
3. What are the best practices for using analytics to drive cost efficiencies and competitive differentiation in my area of the capital markets?
4. How do I improve the engagement and experience for institutional investors?
5. How can I leverage technology to keep up with, and respond to, changing market conditions and industry composition?
6. How do I leverage new technologies to help drive new product and service development efforts?

• Technology and line-of-business executives at investment banks and securities firms that provide securities and investment services globally
• Technology providers that offer solutions to the capital markets industry
• Infrastructure providers that support areas such as cloud, data management, AI/ML, analytics, and customer engagement platforms