Investment management firms continue to cultivate an environment of greater efficiency, as business owners seek innovative solutions using modern technology to transform the workplace. Firms are embracing RPA as a technical solution to improve process efficiency and strive to use RPA in combination with other modern technologies, including AI. The RPA vendor landscape has been rapidly developing, receiving a steady influx of capital, and showing strong future growth trends. Firms, both large and small, use RPA and they all share a similar story ─ that the ROI benefits of RPA are clear.
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Additional insights on
IT/Technology
Feb 13, 2026
Scope Statement: Front-to-Back Platforms
Report
This scope statement provides a brief description of our upcoming research report on Front-to-Back Platforms so you can preview what to expect. It defines what will be included in and excluded from the research.
Mar 17, 2026
Do You Know What You Are Doing With AI?: Why Firms Should Prioritize, Develop, and Maintain an AI Inventory
Article
AI continues to dominate conversations at investment management firms. Firms that find themselves behind in developing the necessary governance for AI programs are looking for practical ways to get focused (sooner rather than later). That governance gap creates a barrier between experimentation and live AI implementations that deliver measurable business outcomes. A vital first step is to develop a comprehensive, well-organized AI inventory.
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