Adox Research 2020 Research topics and themes
Adox Research has identified 4 key themes for its asset management and capital markets coverage in 2020. These topics will inform a broad range of research projects - please contact us if you'd like to be involved or find out more.
Data management, integration, and exception management: Enablers Assemble!
We are observing a convergence of old and new technologies such as STP, EDM, RPA, AI and reconciliation in the service of fixing long-standing data quality challenges across the trade lifecycle. Old, new, borrowed or blue - what are the characteristics of this new generation of tools that promise to create the low-friction/high insight operating model of our industry's dreams?
Multi-asset strategies, ESG, non-transparent ETF: how will non-standard data requirements remodel your middle office data architecture?
Monolithic style box investing has been a melting ice cube for a long time, but there is still a lot of ice... How are new investment strategies, products and wrappers affecting the way we source, validate and integrate data? These new front office drivers carry commercial and strategic value - Ops and IT professionals need to respond with easier, faster, better value solutions.
Nowhere to run to, nowhere to hide... How customer expectations, regulators and market infrastructure changes are making it impossible for managers and mid-size banks to delay the inevitable: get serious about lowering TCO, increase automation levels, or get out of the game
Low margins, high regulatory pressure, high-speed and flexible digital customer interactions - what else is new? Regulation including CSDR and SFTR will push every market participant to fall in line with scalable and automated workflows. Settlement discipline, buy-ins, same day affirmation/confirmation - they will be everyone's problem. How are firms reacting - invest, renew, or outsource? How worried should we be about concentration risk in a mega-vendor environment?
Best-of-breed is dead - long live the open API
Supplier risk and technology obsolescence are out - as pretty much every fintech provider's product roadmap includes centralised position or data records, and a lot of modular and optional plug-ins/apps/legacy core processing engines. Who wins and who loses in the API marketplace? Is there a genuine market for a business solution ecosystem or 'app store'? What are the opportunities and pitfalls of this new approach to 'best-of-breed'?
A lot of our great research is available from our members' websites - the below URLs list a few of the most popular examples of how we have helped members develop compelling content for websites, online campaigns, podcasts and webinars.
Planned Research deliverables
Follow the Money 2020 - available now
Where are buyers focusing their attention? What specifically drives value and risk perceptions? Follow the Money Insights help firms calibrate their technology strategy, providing a benchmark of priorities across front, middle and back office technologies.
The Follow the Money report provides findings on the technology's current state, installation dates, spending, as well as the line-of-business budget. Every year, Adox Research reaches out to more than 100+ technology buyers, and surveys them across 16 technology areas to learn about the lifecycle, value, and outlook for key technologies. Each report offers a wealth of data that can feed into strategy and market sizing projects as well as pointed insights and data for content marketing programs and sales campaigns.
2020 Follow the Money reports cover the following data points for each of the trade lifecycle technologies:
Buyer Behaviour analysis - how do IT buyers stay informed about market drivers and technology changes? Which channels to they use at each point of the research and procurement cycle? Which channels are most trusted?
Automation Level analysis - across front, middle and back office functions - what are the levels of automation firms are achieving? What can we learn from analysing leaders and laggards in trade automation?
Value & Risk analysis - Which value and risk drivers are accelerators or obstacles for investment? Which business benefits are buyers looking for - and which risks do they seek to mitigate?
Budget & Delta analysis - How much are buyers planning to spend? How is that spend changing over time?
Development & Deployment analysis - How will firms acquire critical business capabilities? Build, buy or outsource? What is the appetite from SaaS and managed services? Is on-prem still a thing?
Adox Research 8 x 8 surveys assess a specific fintech domain comparing up to eight vendor solutions across eight metrics. These surveys help firms select the relevant shortlist of solution providers, and align their own selection and evaluation process with an independent capability assessment.
Adox Research uses a data-driven methodology based on best practice blueprints, product questionnaires and demonstrations to compare capabilities, value propositions and market messages of leading providers of reconciliation services. The process includes qualification calls, executive briefings, completion of an online survey, product demonstrations and briefings.
Trade Lifecycle Tech Coverage
8x8 Surveys 2020
Data Management platforms 2018
Reconciliation Solutions 2019
Portfolio Management & Accounting platforms 2020
Planned for 2020:
Alternatives & Derivatives platforms