2025 Digital Transformation & Next-Gen Technology Study
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Broadridge Financial Solutions, Inc.
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2025 Digital Transformation & Next-Gen Technology Study
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Broadridge Financial Solutions, Inc.
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4
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10
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4
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3
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5
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15
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35
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31
Anti-Money Laundering (AML)
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91
Artificial Intelligence & Machine Learning
7
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47
Cloud Computing
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Customer Relationship Management (CRM)
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Cybersecurity Solutions
0
Data Management
3
IT Infrastructure
3
IT Support & Maintenance
1
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Risk Analytics
17
Risk Analytics
17
Software Development
2
System Integration
11
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Wealth Management Solutions
4
Estate Planning
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Family Office
2
Investment Management
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Tax Planning
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Accounting
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Accounting Software
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Auditing Services
2
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Business Valuation
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Financial Planning
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Financial Reporting
0
Forensic Accounting
0
Payroll Services
0
Tax Services
1
Show Less (4)
Asset Management Solutions
13
Asset Allocation
2
Custodial Services
4
Fund Administration
1
Investment Research
2
Investment Strategies
5
Show More (4)
Performance Analytics
2
Portfolio Management
1
Risk Management
2
Trading Platforms
1
Show Less (4)
Clearing & Settlement
10
Central Securities Depositories
0
Collateral Management
2
Derivatives Clearing
1
Netting Services
1
Post-Trade Processing
2
Show More (4)
Reconciliation
2
Securities Lending
5
Settlement Services
4
Trade Matching
1
Show Less (4)
Communications & Marketing
0
Advertising
0
Branding Services
0
Content Creation
0
Corporate Communications
0
Event Planning
0
Show More (4)
Investor Relations
0
Market Research
0
Public Relations
0
Social Media Management
0
Show Less (4)
Consulting
23
Business Process Optimization
15
Change Management
5
Compliance Consulting
8
Financial Advisory
4
Human Resources Consulting
1
Show More (4)
Operations Consulting
2
Risk Management Consulting
2
Strategy Consulting
2
Technology Consulting
3
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Insurance
4
Business Interruption Insurance
0
Cyber Liability Insurance
0
Directors & Officers Liability Insurance
0
Employee Benefits
0
Errors & Omissions Insurance
0
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Health Insurance
0
Life Insurance
0
Property & Casualty Insurance
0
Risk Management Services
4
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Legal
93
Contract Drafting & Review
7
Corporate Law
11
Dispute Resolution
3
Intellectual Property
0
Legal Research
60
Show More (4)
Litigation Support
12
Mergers & Acquisitions
14
Regulatory Compliance
9
Securities Law
19
Show Less (4)
Other
19
Conference & Event Organizers
2
Educational Institutions
1
Freelance Professionals
2
Government Agencies
4
Industry Associations
0
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International Organizations
9
Media & Publications
0
Non-Profit Organizations
2
Regulatory Bodies
1
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Professional Services
6
Business Process Management
3
Customer Support
0
Executive Coaching
0
Facilities Management
1
Outsourcing Services
1
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Project Management
0
Quality Assurance
0
Staffing & Recruiting
1
Training & Development
0
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Research
14
Company Profiles
0
Data Analytics
9
Economic Research
0
Financial Research
6
Industry Analysis
0
Show More (2)
Qualitative Analysis
1
Quantitative Analysis
0
Show Less (2)
Risk & Compliance
32
Anti-Money Laundering (AML)
12
Compliance Training
10
Credit Risk Management
5
Cybersecurity
4
Fraud Detection
7
Show More (3)
Know Your Customer (KYC)
5
Market Risk Management
4
Operational Risk Management
7
Show Less (3)
Technology/Software & Services
59
Artificial Intelligence & Machine Learning
22
Blockchain Technology
8
Cloud Computing
7
Compliance Software
13
Customer Relationship Management (CRM)
1
Show More (8)
Cybersecurity Solutions
2
Data Management
8
IT Infrastructure
2
IT Support & Maintenance
1
Portfolio Management Software
7
Risk Analytics
6
Software Development
6
System Integration
2
Show Less (8)
Wealth Management Solutions
17
Estate Planning
1
Family Office Services
0
Investment Management
5
Philanthropic Advisory
1
Retirement Planning
2
Show More (3)
Tax Planning
0
Trust Services
1
Wealth Transfer Strategies
9
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Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Expert Type *
Expert Type
1
Author
1
Expert Analyst
0
Speaker
0
Expertise *
Accounting
52
Accounting Software
2
Auditing
10
Bookkeeping
0
Business Valuation
42
Business Valuation
42
Show More (5)
Financial Planning
0
Financial Reporting
4
Forensic Accounting
0
Payroll
1
Tax
14
Show Less (5)
Asset Management Solutions
20
Asset Allocation
2
Custodial
0
Fund Administration
1
Investment Research
5
Investment Research
2
Show More (5)
Investment Strategies
8
Performance Analytics
0
Portfolio Management
2
Risk Management
2
Trading Platforms
2
Show Less (5)
Clearing & Settlement
43
Central Securities Depositories
0
Collateral Management
3
Derivatives Clearing
0
Netting
0
Post-Trade Processing
12
Show More (5)
Reconciliation
1
Securities Lending
8
Securities Lending
8
Settlement
31
Trade Matching
4
Show Less (5)
Communications & Marketing
12
Advertising
0
Advertising
0
Branding
0
Content Creation
2
Corporate Communications
3
Show More (5)
Event Planning
1
Investor Relations
1
Market Research
4
Public Relations
0
Social Media Management
1
Show Less (5)
Consulting
127
Business Process Optimization
66
Business Process Optimization
66
Change Management
4
Compliance Consulting
10
Financial Advisory
2
Show More (5)
Human Resources Consulting
4
Operations Consulting
3
Risk Management Consulting
5
Strategy Consulting
15
Technology Consulting
35
Show Less (5)
Insurance
0
Business Interruption Insurance
0
Cyber Liability Insurance
0
Directors & Officers Liability Insurance
0
Employee Benefits
0
Errors & Omissions Insurance
0
Show More (5)
Health Insurance
0
Insurance Companies
0
Life Insurance
0
Property & Casualty Insurance
0
Risk Management Services
0
Show Less (5)
Legal
238
Contract Drafting & Review
1
Corporate Law
0
Dispute Resolution
182
Intellectual Property
4
Legal Research
209
Show More (5)
Legal Research
206
Litigation Support
12
Mergers & Acquisitions
7
Regulatory Compliance
26
Securities Law
6
Show Less (5)
Other
29
Conference & Event Organizers
0
Educational Institutions
0
Freelance Professionals
0
Government Agencies
2
Industry Associations
7
Show More (5)
International Organizations
2
Media & Publications
2
Non-Profit Organizations
7
Other
0
Regulatory Bodies
10
Show Less (5)
Professional Services
27
Business Process Management
5
Customer Support
4
Executive Coaching
2
Facilities Management
15
Facilities Management
15
Show More (5)
Outsourcing
0
Project Management
0
Quality Assurance
0
Staffing & Recruiting
2
Training & Development
0
Show Less (5)
Research
6
Company Profiles
0
Data Analytics
0
Data Analytics
3
Economic Research
2
Financial Research
2
Show More (3)
Industry Analysis
0
Qualitative Analysis
0
Quantitative Analysis
0
Show Less (3)
Risk & Compliance
31
Anti-Money Laundering (AML)
10
Compliance Training
0
Compliance Training
2
Credit Risk Management
0
Cybersecurity
8
Show More (4)
Fraud Detection
3
Know Your Customer (KYC)
2
Market Risk Management
12
Operational Risk Management
2
Show Less (4)
Technology/Software & Services
91
Artificial Intelligence & Machine Learning
7
Blockchain Technology
47
Cloud Computing
7
Compliance Software
12
Customer Relationship Management (CRM)
6
Show More (9)
Cybersecurity Solutions
0
Data Management
3
IT Infrastructure
3
IT Support & Maintenance
1
Portfolio Management Software
0
Risk Analytics
17
Risk Analytics
17
Software Development
2
System Integration
11
Show Less (9)
Wealth Management Solutions
4
Estate Planning
0
Family Office
2
Investment Management
2
Philanthropic Advisory
0
Retirement Planning
0
Show More (4)
Tax Planning
0
Trust
0
Wealth Transfer Strategies
3
Wealth Transfer Strategies
1
Show Less (4)
Industry Categories *
Accounting
6
Accounting Software
0
Auditing Services
2
Bookkeeping Services
0
Business Valuation
4
Financial Planning
0
Show More (4)
Financial Reporting
0
Forensic Accounting
0
Payroll Services
0
Tax Services
1
Show Less (4)
Asset Management Solutions
13
Asset Allocation
2
Custodial Services
4
Fund Administration
1
Investment Research
2
Investment Strategies
5
Show More (4)
Performance Analytics
2
Portfolio Management
1
Risk Management
2
Trading Platforms
1
Show Less (4)
Clearing & Settlement
10
Central Securities Depositories
0
Collateral Management
2
Derivatives Clearing
1
Netting Services
1
Post-Trade Processing
2
Show More (4)
Reconciliation
2
Securities Lending
5
Settlement Services
4
Trade Matching
1
Show Less (4)
Communications & Marketing
0
Advertising
0
Branding Services
0
Content Creation
0
Corporate Communications
0
Event Planning
0
Show More (4)
Investor Relations
0
Market Research
0
Public Relations
0
Social Media Management
0
Show Less (4)
Consulting
23
Business Process Optimization
15
Change Management
5
Compliance Consulting
8
Financial Advisory
4
Human Resources Consulting
1
Show More (4)
Operations Consulting
2
Risk Management Consulting
2
Strategy Consulting
2
Technology Consulting
3
Show Less (4)
Insurance
4
Business Interruption Insurance
0
Cyber Liability Insurance
0
Directors & Officers Liability Insurance
0
Employee Benefits
0
Errors & Omissions Insurance
0
Show More (4)
Health Insurance
0
Life Insurance
0
Property & Casualty Insurance
0
Risk Management Services
4
Show Less (4)
Legal
93
Contract Drafting & Review
7
Corporate Law
11
Dispute Resolution
3
Intellectual Property
0
Legal Research
60
Show More (4)
Litigation Support
12
Mergers & Acquisitions
14
Regulatory Compliance
9
Securities Law
19
Show Less (4)
Other
19
Conference & Event Organizers
2
Educational Institutions
1
Freelance Professionals
2
Government Agencies
4
Industry Associations
0
Show More (4)
International Organizations
9
Media & Publications
0
Non-Profit Organizations
2
Regulatory Bodies
1
Show Less (4)
Professional Services
6
Business Process Management
3
Customer Support
0
Executive Coaching
0
Facilities Management
1
Outsourcing Services
1
Show More (4)
Project Management
0
Quality Assurance
0
Staffing & Recruiting
1
Training & Development
0
Show Less (4)
Research
14
Company Profiles
0
Data Analytics
9
Economic Research
0
Financial Research
6
Industry Analysis
0
Show More (2)
Qualitative Analysis
1
Quantitative Analysis
0
Show Less (2)
Risk & Compliance
32
Anti-Money Laundering (AML)
12
Compliance Training
10
Credit Risk Management
5
Cybersecurity
4
Fraud Detection
7
Show More (3)
Know Your Customer (KYC)
5
Market Risk Management
4
Operational Risk Management
7
Show Less (3)
Technology/Software & Services
59
Artificial Intelligence & Machine Learning
22
Blockchain Technology
8
Cloud Computing
7
Compliance Software
13
Customer Relationship Management (CRM)
1
Show More (8)
Cybersecurity Solutions
2
Data Management
8
IT Infrastructure
2
IT Support & Maintenance
1
Portfolio Management Software
7
Risk Analytics
6
Software Development
6
System Integration
2
Show Less (8)
Wealth Management Solutions
17
Estate Planning
1
Family Office Services
0
Investment Management
5
Philanthropic Advisory
1
Retirement Planning
2
Show More (3)
Tax Planning
0
Trust Services
1
Wealth Transfer Strategies
9
Show Less (3)
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The fifth annual Digital Transformation & Next-Gen Technology Study captures the perspectives of more than 500 financial services technology and operations leaders to explore their approaches to data, AI, crypto, cybersecurity, personalization, and more.
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