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.
Membership is Required to Access "Locked" Insights and Content
Cutter members can access all insights and their associated resources after logging in. Public access is available for select content marked without a "lock" symbol.
Member Login
Log in for full access.
Don’t have a login and your firm is a Cutter Research member? Create an account for full access.
Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.
Additional insights on
IT/Technology
Feb 23, 2026
The Consolidation Conspiracy: Unpacking the Myths of the "One Platform" Dream
Report
In this provocative whitepaper, Cutter Associates challenges the myth of front to back consolidation, revealing why "one platform" strategies often increase complexity and delay ROI — and arguing for a more pragmatic, ecosystem driven approach to investment management technology.
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.
Log in to update your preferences and see more content like this.