New Financial Services Digital Services 2026 RadarView™ profiles 25 recognized providers supporting intelligent advisory, trusted data, and faster trade operations.
LOS ANGELES, CA – July, 2026
Avasant, a leading management consulting and research firm, has released its Financial Services Digital Services 2026 RadarView™, examining how institutions are modernizing client engagement and market operations.
Avasant evaluated 62 providers and recognized 25 across five categories: Leaders, Innovators, Disruptors, Challengers, and Tech Pioneers.
Among the report’s key findings:
- Personalized advice is becoming an always-on expectation. Institutions are combining digital responsiveness with human judgment to improve client engagement.
- Tokenization is expanding across asset classes. The shift is changing requirements for custody, settlement, and post-trade infrastructure.
- Trusted data foundations are essential to scaling AI. Institutions are modernizing fragmented data environments to support governed enterprise deployment.
- Faster settlement is accelerating trade automation. Straight-through processing is becoming increasingly important across the trade life cycle.
These developments suggest that institutions should connect technology investments with clear client outcomes and operational controls.
“As AI becomes central to financial services, leading firms will pair innovation with trust and resilience,” said Robert Joslin, Managing Partner with Avasant.
Providers are scaling Gen AI advisory capabilities and selectively developing tokenization offerings. They are also strengthening AI-ready data, post-trade automation, and compliance platforms to support financial services transformation.
The companion Financial Services Digital Services 2026 Market Insights™ examines demand-side trends, complementing the RadarView’s analysis of provider capabilities.
Evaluating the evolving provider landscape
The Financial Services Digital Services 2026 RadarView™ assesses practice maturity and future-proofing, including investments, innovation, and partner ecosystems. Inputs include provider briefings, public disclosures, client validation, and ongoing market interactions.
Its 25 provider profiles help enterprises compare technology and delivery capabilities and identify potential strategic partners.
Read the research:
Financial Services Digital Services 2026 RadarView™
Financial Services Digital Services 2026 Market Insights™
Media Contact
Shael Roopchand
Senior Director, Corporate Strategy
Avasant
Email: shael.roopchand@avasant.com
www.avasant.com