Operational efficiency is driving digital transformation in capital markets

Digital transformation has become a priority for many capital markets firms in recent years, and it is fostering improved process automation.

Between March and April 2025, Crisil Coalition Greenwich, in partnership with Xceptor, conducted interviews with 70 capital markets C-suite professionals hailing from asset management firms, hedge funds, insurance companies, pensions, banks, broker-dealers, and wealth advisory firms. These leaders—located in North America, the U.K., Europe, and Asia-Pacific—oversee operations, organizational and technology roles across the front, middle or back-office of institutions. The goal of this study is to use these insights to better understand decision-making and challenges associated with the adoption of digital transformation. Factors including cost, the advantages of leveraging AI and shifts in business culture were discussed.