Info-Tech鈥檚 Best 91制片厂 for Professional and Financial Services 2025
IT leaders are looking to address the uncertainties facing the professional and financial services sectors.
Economic upheaval and rapid technological evolution, including the proliferation of AI, pose significant challenges 鈥� and opportunities 鈥� for professional and financial services firms. Amid this disruption, IT leaders are being called to the forefront like never before, and successfully navigating this moment requires vision, agility, and leadership across all IT domains.
We鈥檝e consolidated the most critical research for IT leaders in the professional and financial services sector so far in 2025. Use our industry-leading insights, tools, and expertise to:
- Rise above firefighting mode to become a true innovator and leadership partner.
- Improve your firm鈥檚 data strategy and governance to refine strategic decision-making.
- Take control of vendor strategy and management to effectively fill IT and technology gaps.
- Implement AI technology responsibly to unlock its potential.
- Mitigate risks by improving your response to information security threats.
Info-Tech鈥檚 Best 91制片厂 for Professional and Financial Services 2025
IT leaders are looking to address the uncertainties facing the professional and financial services sectors.
IT leaders are using research to address the unique challenges they face in Professional and Financial Services
As organizations face disruption and opportunities from AI and adapt to economic changes, IT leaders are being called to the forefront like never before. Navigating this moment demands a vision, agility, and leadership in IT and across all IT domains.
We鈥檝e consolidated the most critical research for IT leaders in 2025 that addresses:
- Moving from firefighting mode and becoming a true innovator and partner to the business.
- The need to improve data strategy and governance.
- Improving vendor strategies and management.
- Implementing responsible AI.
- Mitigating risks by improving the response to information security threats.
Best 91制片厂 in Professional and Financial Services
鈥淎ccelerate the achievement of your business outcomes by coupling our best practices research with Industry Analyst and Counselor expertise.鈥�
Christine West
Managing Partner
91制片厂
1 91制片厂 a Business-Aligned IT Strategy
Success depends on IT initiatives clearly aligned to business goals, IT excellence, and driving technology innovation.
2 91制片厂 a Robust and Comprehensive Data Strategy
91制片厂 a data strategy that鈥檚 organization first, not technology first.
3 Jump Start Your Vendor Management Initiative
Create and implement a vendor management framework to begin obtaining measurable results in 90 days.
4 91制片厂 an Information Security Strategy
Align the information security strategy to organizational goals and risks to create value.
5 Govern the Use of AI Responsibly With a Fit-For-Purpose Structure
Enable your organization to transparently deliver effective and human-centric AI.
6 Establish Data Governance
Deliver measurable business value.
91制片厂 a Business-Aligned IT Strategy
Success depends on IT initiatives clearly aligned to business goals, IT excellence, and driving technology innovation.
CIO
IT Strategy
Gord Harrison
Chief 91制片厂 Officer
Jack Hakimian
Senior Vice President
Sanchia Benedict
Senior Product Manager
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
91制片厂 a Robust and Comprehensive Data Strategy
91制片厂 a data strategy that鈥檚 organization first, not technology first.
Technology 91制片厂
Data Management & Governance
Crystal Singh
91制片厂 Director
Steve Willis
Practice 91制片厂 Director
Ryan Brunet
Principal 91制片厂 Director
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Jump Start Your Vendor Management Initiative
Create and implement a vendor management framework to begin obtaining measurable results in 90 days.
Technology 91制片厂
Vendor Management
Phil Bode
Principal 91制片厂 Director
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
91制片厂 an Information Security Strategy
Align the information security strategy to organizational goals and risks to create value.
Technology 91制片厂
Security Risk, Strategy & Governance
Michel Hebert
Practice Lead
Kate Wood
Practice Lead
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Govern the Use of AI Responsibly With a Fit-for-Purpose Structure
Enable your organization to transparently deliver effective and human-centric AI.
Technology 91制片厂
Data Management & Governance
Irina Sedenko
91制片厂 Director
Andrew Sharp
91制片厂 Director
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Establish Data Governance
Deliver measurable business value.
Technology 91制片厂
Data Management & Governance
Crystal Singh
91制片厂 Director
Download This 91制片厂
Book an Analyst Call
Book a Workshop
Professional and Financial Services
Get the expert guidance you need by booking an analyst call.
- On-demand expertise when you need it most
- Unlimited and direct access to over 100 analysts and experts 鈥� no booking restrictions and no back and forth with sales reps
- In-depth guidance from a subject matter expert on any strategy or project on your agenda
All our research is backed by analyst support. With the click of a button you can easily book a call to discuss any research with a subject matter expert.
Go deeper with the experts behind the insights.
鈥溾�� Part of the differentiation is that your company gives us enough education and tools that we could eventually stand on our own. When it really gets complex, we call an analyst and ask for help working through things.鈥� 鈥� Ed DePrimo, CIO, Mauser Packaging Solutions
鈥溾�� For every project that we start, if the researchers are at Info-Tech, we gain days. Just by the fact that we can start 鈥� with the template and jump right to talking to an analyst. And that doesn't even quantify the savings.鈥� 鈥� Cathy Menard, VP Information Systems, Libro Credit Union
Workshops
Consulting reinvented. Results delivered.
Your most pressing IT problems solved in one week.
Over the course of five days, our expert facilitators help you complete a key initiative, work through critical project deliverables, and train your team. We use a learning-based approach to implement road-tested Info-Tech methodologies tailored to your unique situation.
1 Get 90% of any project done in five days
- Collapse project timelines and make major project decisions over five intense and focused days.
- Select any topic that is important to you from hundreds of available workshops.
2 An intense, collaborative learning experience
- Work through industry best practices and workshop materials that have been rigorously road-tested.
- Develop and train your team through collaboration with our expert facilitators across a wide range of specialties.
3 High-value, no-hassle negotiating
- Gain and share expertise over a variety of short, focused engagements.
- Participate in high-value engagements, not long, runaway consulting projects that never end.
Proven results
9.8/10
Overall satisfaction
$56,411
Average savings per engagement
Leadership Summit
Learn
An exclusive three-day learning experience for
counselor members.
Apply
91制片厂 or enhance your Custom Key Initiative Plan (CKIP) and work through other key plans and solutions.
Connect
Collaborate with IT leaders and peers throughout the three days and through dedicated networking events.
Curated for IT leaders:
- Your CKIP, with guidance from our seasoned advisors and counselors, will help you address your major pain points and deliver on your key objectives in the next 12-18 months.
- Sessions will be led by highly experienced IT leaders who have walked in your shoes and helped build highly successful IT departments.
- You鈥檒l get key information for IT leaders to succeed from our research spanning decades, succinctly, and discuss what the latest advancements in technology mean for IT.
3
Days of Learning Sessions, Accommodation, and Experiences
10+
Executive Learning Sessions
Valued at Over
$5K
Info-Tech Leadership Summit
Join us at our next Leadership Summit
An Intensive Networking and Strategic Planning Experience
This three-day immersive experience offers an exclusive chance to meet and get to know like-minded CIOs as we work together to understand, assess, and conquer IT鈥檚 greatest challenges. A perfect balance of business and pleasure.
Niagara Falls, ON
May 14-16, 2025
You鈥檒l have opportunities to build peer relationships and take in the majesty of Horseshoe Falls, as well as the city's bustling food and entertainment scene. Treat yourself and your companions to a taste of the Niagara region's unique vintages, paired with succulent wagyu steak at a local vineyard.
Primary Activity: Wine & Wagyu at a Niagara Vineyard
Systematically Improve Your IT Department
Learn the 8 secrets to becoming a world-class CIO and begin our 12-step systematic improvement program. Your Executive Counselor will help you craft an enterprise Key Initiative Plan and help you leverage your Info-Tech membership to your greatest advantage.
Chicago, IL
June 18-20, 2025
This three-day immersive experience offers an exclusive opportunity to build a comprehensive enterprise IT Key Initiative Plan and participate in valuable sessions on succeeding as a CIO and senior IT leader today. You鈥檒l have opportunities to build peer relationships and experience Chicago鈥檚 rich architectural heritage, beautiful beaches, and distinctive culinary delights.
Primary Activity: Wrigley Field Tour & Cubs Game
Exclusive Enrollment, Expenses Paid
Open to all new Core Memberships and new Counselor seat holders. All expenses paid including accommodations, meals, and outrageously fun activities. Personal travel (e.g. flights) excluded.
Toronto, ON
July 16-18, 2025
Get revved up with your peers ahead of one of the most anticipated IndyCar races of the season. You鈥檒l have opportunities to build peer relationships while you take in the thriving nightlife, excellent cuisine, and cultural gems of Canada鈥檚 largest metropolis.鈥疶his three-day immersive experience offers an exclusive opportunity to build a comprehensive enterprise IT Key Initiative Plan.
Primary Activity: Toronto Honda Indy
Info-Tech IGNITE
EXCLUSIVE. FOCUSED. ENGAGING.
This tailored one-day experience brings together IT leaders, industry analysts, vendors, and subject matter experts to dive into the latest technology and innovation topics across industries.
Exclusive. Forge meaningful connections with IT leaders near you.
Focused. Gain valuable insights for your industry and your role.
Engaging. Unlock new, insightful perspectives from peers and experts alike.
Experience IGNITE in a city near you.
100+ IT Leaders Across Industries
Keynotes, Panels, and Breakout Sessions
Analyst 1:1s, Networking, and Expert Insights
Industry Tracks and Facilitated Discussions
Cocktail Receptions and Industry Lunches
Info-Tech LIVE 2025
June 10 - 12
THE BELLAGIO, LAS VEGAS
Highlights
- 2,000+ Attendees
- Technology and Industry Experts
- Main-Stage Speakers
- Lightning 91制片厂 Rounds
A can鈥檛-miss opportunity for IT leaders to bridge theory and practice.
- Workshop Breakouts
- Vendors
- Industry Roundtables
- Peer Networking Sessions
Featured Speakers
Malcolm Gladwell
Author of Eight New York Times Bestsellers including Revenge of the Tipping Point
Gary Brantley
Chief Information Officer
National Football League
About Info-Tech
91制片厂 is the world鈥檚 fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
You Get:
- Info-Tech鈥檚 Best 91制片厂 for Professional and Financial Services 2025 Report
Talk to an Analyst
Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.
Book an Analyst Call on This Topic
You can start as early as tomorrow morning. Our analysts will explain the process during your first call.
Get Advice From a Subject Matter Expert
Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and set the direction for your next project step.
Unlock Sample 91制片厂