Finance and operations
Financial services technology
We ask people inside financial services firms how they buy the systems that run compliance, onboarding, advice and operations. This covers the software firms use, not financial products.
What we’re researching
Three questions for 2027.
Findings publish once 100 qualified people have taken part. Until then, this page shows what we’re asking rather than what we’ve found.
- Q1
Which compliance tasks are financial services firms handing to technology first?
- Q2
How do firms balance building in-house against buying specialist software?
- Q3
How much does regulator expectation shape the choice of supplier?
Who should take part
- Chief operating officers
- Heads of compliance
- CTOs and IT directors
- Heads of operations
And anyone else shaping a financial services technology decision for their organisation, in any country.
Areas the benchmark covers
Industries we research this with
FAQ
Questions people ask
Who can take the financial services technology benchmark?
Anyone shaping a financial services technology decision for an organisation, in any country and any industry. It is written for people answering in a professional capacity, such as chief operating officers, heads of compliance, ctos and it directors.
How long does it take?
About 7 minutes. There are 21 questions and no free-text answers.
Is it free?
Yes. Taking part is free and you see your scored result on screen straight away.
What happens to my answers?
Answers are stored without your name, email or IP address and combined into anonymised research. No figure is published for a group smaller than 10. Nobody contacts you unless you tick the box asking us to.
When will the financial services technology findings be published?
Once 100 qualified people have taken part. Until then this page shows the questions we are asking, not findings.