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Financial and Technology Research Division

Our research focuses on various aspects of the U.S. financial services industry, including trends, management strategies, operations, and regulations in the following sectors:

  • Retail Financial Services: We analyze the evolving landscape of retail banking, including customer behaviors, digital transformation, and competitive dynamics.
  • Wealth Management: Our research covers topics such as investment strategies, client relationship management, technology adoption, and regulatory changes affecting the wealth management industry.
  • Asset Management: We examine the asset management sector, exploring areas like portfolio management, risk management, distribution strategies, and emerging trends in the industry.
  • Investment Banking: Our research encompasses the full spectrum of investment banking activities, including mergers and acquisitions, capital markets, and advisory services.
  • Commercial Banking: We study the commercial banking sector, focusing on topics like lending practices, treasury services, risk management, and technological advancements.

In addition to our financial services research, we also investigate financial IT solutions in the U.S. and internationally, concentrating on the following areas:

  • Wealth Management Solutions: We explore the technology landscape within wealth management, focusing on digital platforms, data analytics, and client engagement tools.
  • Securities Back Offices: Our research delves into the technological advancements and trends shaping the securities back-office environment, including areas like trade processing, settlement, and reconciliation.
  • Payment Systems: We examine payment systems, covering topics such as payment processing, digital wallets, cryptocurrencies, and regulatory frameworks.
  • Transaction Banking: We investigate the role of technology in transaction banking, focusing on areas like cash management, trade finance, and supply chain finance solutions.