To provide the investment industry with a digital vision of the future, Roubini ThoughtLab conducted a comprehensive global research in conjunction with a coalition of organizations across the industry. These include Appway, Broadridge Financial Solutions, Cisco, eToro, J.P. Morgan Asset Management, Oracle, Protiviti, Sapient Consulting, and Vauban Group.
As part of the study, Roubini ThoughtLab established an advisory group of industry executives and experts to help guide the research and provide their insights. From April to June 2017, the Roubini ThoughtLab team surveyed a spectrum of 1,503 investment providers from around the world. At the same time, they conducted 42 in-depth interviews with senior executives from financial institutions, consultancies and technology firms.
The ThoughtLab team analyzed the survey data to spot and forecast trends across sub-sectors, regions and levels of digital maturity. Roubini’s economists then created models to assess the impact of digital adoption on corporate performance and provide the business case for going digital.
Find out more about Wealth and Asset Management 2022: The Path to Digital Leadership, and use the online benchmarking tool to gauge your organization’s readiness for digital leadership on RoubiniThoughtLab.com/wealth2022.