The financial services industry is undergoing significant changes due to a combination of structural and market forces. These include a rising demand for hybrid advisory models, an increase in digital assets, ongoing margin compression in investment banks, the acceleration of T+1 settlement mandates across Europe, and a growing focus on sustainable investment strategies. In response to these challenges, companies are integrating AI and advanced analytics into their core operations, adopting blockchain and tokenization to access new asset classes, expanding cloud infrastructure and data platforms for greater agility, and implementing AI-driven solutions for compliance and cybersecurity. Together, these efforts are creating a new standard for personalized, resilient, and efficient financial services.
Both demand-side and supply-side trends are covered in our Financial Services Digital Services 2025 Market Insights™ and Financial Services Digital Services 2025 RadarView™, respectively. These reports present a comprehensive study of digital service providers in the financial services industry, including top trends, analysis, and recommendations. It takes a close look at the leaders, innovators, disruptors, and challengers in this market.
We evaluated 49 service providers across three dimensions: practice maturity, partner ecosystem, and investments and innovation. Of the 49 providers, we recognized 21 that brought the most value to the market during the past 12 months.
The reports recognize service providers across four categories:
Figure 1 below from the full report illustrates these categories:
“Financial firms look to boost customer experience with hybrid-advisory, enabling alternate investments and optimizing costs and compliance efforts,” said Robert Joslin, managing partner with Avasant. “They are exploring agentic AI solutions, global capability centers (technology and business operations), and investing in digital and asset-light solutions.”
The reports provide several findings, including the following:
“Providers are enabling hybrid advisory services using robotics and helping clients automate digital assets trade processing,” said Praveen Kona, associate research director with Avasant. “Digital solutions are being offered to optimize compliance and assess ESG impact with predictive analytics to transform operations and optimize costs.”
The RadarView™ also features detailed profiles of 21 service providers, along with their solutions, offerings, and experience in assisting financial services enterprises in their digital transformation journeys.
This Research Byte is a brief overview of Avasant’s Financial Services Digital Services 2025 Market Insights™ and Financial Services Digital Services 2025 RadarView™. (Click for pricing.)
Avasant’s research and other publications are based on information from the best available sources and Avasant’s independent assessment and analysis at the time of publication. Avasant takes no responsibility and assumes no liability for any error/omission or the accuracy of information contained in its research publications. Avasant does not endorse any provider, product or service described in its RadarView™ publications or any other research publications that it makes available to its users, and does not advise users to select only those providers recognized in these publications. Avasant disclaims all warranties, expressed or implied, including any warranties of merchantability or fitness for a particular purpose. None of the graphics, descriptions, research, excerpts, samples or any other content provided in the report(s) or any of its research publications may be reprinted, reproduced, redistributed or used for any external commercial purpose without prior permission from Avasant, LLC. All rights are reserved by Avasant, LLC.
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