Info-Tech’s Best Research for Financial Services 2026
IT leaders are looking to address the uncertainties facing their financial services organizations.
Financial institutions are balancing innovation with risk in an increasingly complex market. Amid economic pressure, regulatory scrutiny, and rising customer expectations, IT must modernize systems, unlock data value, and enable secure innovation. Explore this research-driven resource designed to help IT leaders respond to shifting demands across the Financial Services sector.
We’ve consolidated the most critical research for IT leaders in the Financial Services sector in 2026 to address these challenges:
- The need to modernize legacy systems and drive digital innovation.
- Pressure to monetize data and enable data-driven decision-making.
- Increasing demands for stronger cybersecurity and risk management.
- The need to optimize IT costs to support sustainable growth.
- The push to integrate AI and machine learning into operations.
Info-Tech's Best Research for Financial Services 2026
IT leaders are looking to address the uncertainties facing their financial services organizations.
IT leaders are applying research-driven insights to tackle the unique challenges they face in Financial Services
Financial institutions are balancing innovation with risk in an increasingly complex market. Amid economic pressure, regulatory scrutiny, and rising customer expectations, IT must modernize systems, unlock data value, and enable secure innovation.
We've consolidated the most critical research for IT leaders in the financial services sector in 2026 to address these challenges:
- The need to modernize legacy systems and drive digital innovation.
- Pressure to monetize data and enable data-driven decision-making.
- Increasing demands for stronger cybersecurity and risk management.
- The need to optimize IT costs to support sustainable growth.
- The push to integrate AI and machine learning into operations.
Top Trends and Priorities for Financial Services
"We make your IT department more professional, and we make your IT professionals the best."
Christine West
Senior Managing Partner
Info-Tech Research Group
1
Overcome legacy challenges with digital innovation
Assess legacy systems and develop a strategic modernization roadmap.
2
Monetize data to unlock valuable benefits
Leverage data analytics to improve decision-making.
3
Strengthen cybersecurity practices
Build a robust cybersecurity framework.
4
Strategically optimize costs for sustainable growth
Strategically allocate resources and build customer trust.
5
Effectively integrate AI and ML
Drive product development and innovation.
Overcome legacy challenges with digital innovation
Challenge:
Lighten the burden of legacy systems in financial services.
Why It Matters:
Unlock efficiency with advanced digital transformation.
Solution:
Assess legacy systems and develop a strategic modernization roadmap. Remain competitive in a rapidly evolving market.
1
Technology Research
Financial Services
Mitchell Fong
Research Director
Featured Research
Make the case for Legacy Application Modernization
Monetize data to unlock valuable benefits
Challenge:
Address the data management dilemma in a siloed ecosystem.
Why It Matters:
Unlock detailed customer profiles and profitability through data-driven processes.
Solution:
Invest in the right-sized data management infrastructure to optimize competitive advantages. Leverage data analytics to improve decision-making.
2
Technology Research
Financial Services
Mitchell Fong
Research Director
Featured Research
Strengthen cybersecurity practices
Challenge:
Navigate the complexities of cybersecurity.
Why It Matters:
Security breaches impact financial stability and brand reputation.
Solution:
Build robust cybersecurity framework. Mitigate risk and adhere to regulations.
3
Technology Research
Financial Services
Mitchell Fong
Research Director
Featured Research
Fight Financial Crime With Effective Customer Identity and Access Management
Strategically optimize costs for sustainable growth
Challenge:
Address economic and market pressures.
Why It Matters:
Ensure competitiveness and profitability in a highly competitive market.
Solution:
Strategically allocate resources and build customer trust. Invest in innovation and compliance.
4
Technology Research
Financial Services
Mitchell Fong
Research Director
Featured Research
IT Cost Optimization Research Center
Stop Wasting Time Evaluating Commoditized Products and Services
Effectively integrate AI and ML
Challenge:
Overcome the complexities of AI and machine learning (ML).
Why It Matters:
AI plays an essential role in modernizing financial service operations.
Solution:
Drive product development and innovation. Enhance underwriting and claims processing.
5
Technology Research
Financial Services
Mitchell Fong
Research Director
Featured Research
Artificial Intelligence Research Center
AI/ML for Small and Midsize Banks
Generative AI Use Case Library for the Retail Banking Industry
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