IDC's Worldwide Digital Transformation Use Case Taxonomy, 2019: Capital Markets

IDC's Worldwide Digital Transformation Use Case Taxonomy, 2019: Capital Markets

This IDC study discusses how the digital mission of "integrated investment" is driven by a relentless pursuit of alpha; the need to improve the multiparty, inefficient trading process; and the need to broaden the industry's role, by both expanding its relationship with distributors and participating more actively in the direct-to-consumer market."Best-in-class buy-side institutions globally are counting on digital transformation to help improve efficiencies, be smarter about investment decisions, and expand distribution channels, all while maintaining risk and compliance profiles," states Jerry Silva, research director, Global Banking, IDC Financial Insights.

Please Note: Extended description available upon request.


IDC's Worldwide Digital Transformation Taxonomy
Digital Transformation Taxonomy Changes for 2019
Taxonomy Overview
Understanding and Using IDC's Digital Transformation Taxonomy
Definitions
Capital Markets
Digital Mission: Integrated Investing
Strategic Priority: Reimagined Investment Process
Reimagined Investment Process Program: Advanced Investment Analysis
Reimagined Investment Process Program: Expanded Data Sets
Reimagined Investment Process Program: Tailored Pricing Models
Strategic Priority: Advisory Engagement
Advisory Engagement Program: Financial Advisor Enablement
Advisory Engagement Program: Value-Based Client Engagement
Strategic Priority: Risk Management
Risk Management Program: Onboarding Analysis
Risk Management Program: Client Life-Cycle Analysis
Risk Management Program: Integrated Regulatory Ecosystem
Strategic Priority: Efficiency and Agility
Efficiency and Agility Program: Process Automation
Efficiency and Agility Program: Value Optimization
Strategic Priority: Direct Distribution
Direct Distribution Program: Intelligent Advice
Risk Management Program: Democratization of Investing
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Synopsis

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