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Investment Banking Trends and Outlook for 2023

There’s no denying the harsh reality investment bankers are facing: struggling to get deals across the finish line while juggling to keep clients satisfied. With a volatile market afflicted by macroeconomic uncertainty, deals are harder to source, regulators are tightening up, the debt market remains closed, and the amount of reliable and unreliable data is nearly impossible to sort, let alone analyze manually.

Ultimately, these pressures have forced investment banks to keep up with the rapid technological advances that have accelerated the industry forward. Those who rely on outdated processes and resist change will soon be outpaced by progressive institutions, effectively losing out on new clients and talent.

But what does this new wave of technological adoption and doing business look like?

Download our report to learn:

  • The top trends defining the industry, Generative AI to Open Banking
  • What technologies leading nations are adopting to fight economic uncertainty
  • An outlook on the opportunities and challenges that will play out in the IB space

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How Family Offices Are Leveraging Trusted AI at Scale

While AI adoption is widespread among institutional investors, only 22% of family offices use AI with regularity. Data privacy and trustability largely remain barriers to adoption.
How Family Offices Are Leveraging Trusted AI, with an isometric line drawing of an office desk and chair.

Security, Privacy & Trust in the Age of AI

In this report, discover the foundational questions and principles that firms should be requiring of AI providers as they prioritize scaling trustworthy AI infrastructure.
Cover graphic titled Security, Privacy and Trust in the Age of AI, by Lawrence Sica, VP of Product Security, with line icons of a folder, an eye, a padlock, and a shield

Top AI Use Cases for Investor Relations

The AI era has ushered in a new reality for investor relations. Discover how the leading IR teams are harnessing AI to unify peer tracking, sentiment analysis, and real-time market monitoring into a single intelligence layer.
Title: Top AI Use Cases for Investor Relations. Blue isometric illustration shows a shield with a checkmark, binoculars, and a filing cabinet.

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