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
- Learn More
- Synopsis
Learn how to effectively navigate the market research process to help guide your organization on the journey to success.
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