The word is a combination of pre-view and ad-visory, a view of financial services technology trends that our clients should have on their radar.
What’s a Previsory?
Technology Trends Previsory, 2025 Edition
Navigating the Future: Integrating AI and Data Governance for A Resilient Financial Services Industry
As the excitement around generative AI settles, the industry is shifting its focus toward practical implementations and sustainable growth. How can financial institutions leverage AI not just as a tool, but as a strategic partner to enhance operational efficiency while ensuring robust data management and governance? What role will AI play in delivering exceptional client experiences and preparing infrastructures for an ever-evolving future?
Join our experts for our Technology Trends Previsory 2025 webinar series as they unveil the key themes and trends set to shape the industry in 2025. Are we officially navigating calmer waters? Tune into our on-demand webinars to find out and uncover the insights you need for a successful 2025.
Want a sneak peek at this year's main themes? Check out the latest blog from our CEO Jamie Macgregor to learn more.
Previsory On-Demand Webinars
Wealth Management
From Tech Stagnation to Innovation: Redefining Wealth Management
Recorded on November 6, 2024
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management professionals? How can wealth managers thoughtfully adopt tools like AI, machine learning, and data analytics to not only streamline processes but also create more personalized client experiences?
Watch our Wealth Management: Technology Trends Previsory 2025 webinar as we explore the transformative shift in the wealth management ecosystem, moving from stagnation to a future defined by rapid integration and innovation, and discover how the future of wealth management can be both innovative and human-centric.
Risk & Compliance
Harnessing Gen AI and Machine Learning to Transform Risk & Compliance
Recorded on November 7, 2024
2025 is shaping up to be a transformative year for risk and compliance with the global surge in fraud, intensifying regulations across risk and compliance, and the continuing evolution of data sharing. How can risk professionals leverage transformer-based technologies – including LLMs – machine learning and other next-gen technologies to effectively manage these challenges?
Watch our on-demand webinar, Risk Management: Technology Trends Preview 2025, to gain the insights you need to stay ahead of the curve.
P&C Insurance
Leveraging AI to Build a More Efficient Enterprise in P&C Insurance
Recorded on November 12, 2024
With P&C carriers facing high costs of doing business, taking friction out of business processes is a path to balancing the books without sacrificing growth. The rapidly advancing world of artificial intelligence – in generative and machine-learning forms – is opening the door for insurers to identify and price risks accurately and efficiently in a dynamic market. But to take full advantage, carriers must build digital customer journeys on a foundation of data governance, auditable algorithms, and computing power.
Our P&C Insurance: Technology Trends Previsory 2025 webinar dives into how this new world of insurance will impact you and provide insight into how you can stay ahead of the curve.
Life Insurance
Modernizing Products and Solutions in Life & Annuity
Recorded on November 13, 2024
Life insurance carriers are increasingly taking a greenfield approach to digital transformation, choosing to build new products and channels on new technology while moving legacy products toward sunset along with their underlying technology. This has the potential to slowly but surely change the character of the life and annuity sector over the next several years. With advances in artificial intelligence – specifically generative and machine-learning – as well as other avenues of automation in underwriting and distribution, it's clear that the time is now for carriers to build toward a new era.
Watch our Life Insurance: Technology Trends Previsory 2025 webinar on-demand to understand the early development of this new world of insurance and learn the insight into how you can join leading peers.
Retail Banking
Balancing Conflicting Priorities in Retail Banking
Nov. 19 @10am EST/4pm CET
Retail banks don’t have it easy – customers expect them to be at the forefront of innovation making the most of the latest technologies such as Gen AI, while competitive and regulatory pressures continue to intensify. Furthermore, geopolitical uncertainty brings macro-level risks, while criminals are rapidly adopting the same latest technologies to keep the banks’ fraud and risk departments busy. How can banks become more efficient and resilient while delivering innovative and strategic initiatives?
Join our Retail Banking: Technology Trends Previsory 2025 webinar to discover the essential insights and strategies you need to help you stay ahead in the evolving landscape of retail banking.
Corporate Banking
Rethinking Technology Strategy for Corporate Banking Amid Geopolitical Tensions
Nov. 20 @10am EST/4pm CET
As we near the end of 2024, the macroeconomic and geopolitical landscape remains challenging. These dynamics have the potential to reshape economic and regulatory policies worldwide in the coming year. At the same time, banks are grappling with heightened cyber threats while beginning to embrace the transformative changes brought by Generative AI. From optimizing their technology infrastructure to scaling data and AI solutions that enhance employee efficiency and enable next-generation product capabilities, 2025 promises to be a pivotal (and costly) year for bank product and technology organizations.
Join our Corporate Banking: Technology Trends Previsory 2025 webinar to explore these critical trends and discover the strategies you need to stay ahead in 2025.
Capital Markets
Striking the Right Balance Between ROI and Innovation in Capital Markets
Nov. 21 @10am EST/4pm CET
When it comes to technology decisions, financial institutions continue to face new challenges in capital markets while striving to maximize return on investment (ROI). However, this must be balanced with a need to support innovation. It's no longer just a question of adopting the latest tech trends, but rather making strategic decisions that drive transformation and provide optionality for the business. This forward-looking Previsory Report series identifies key upcoming business trends driving technology strategy and investment across asset management and securities trading in 2025.
Join Capital Markets: Technology Trends Previsory 2025 webinar to help formulate winning tech strategies that align with your business best, giving you a competitive edge.
Previsory Reports, 2025 Edition
How will the blend of NextGen technologies, open ecosystems, and the "human touch" redefine the wealth management industry in 2025?
How can risk professionals leverage transformer-based technologies and other next-gen technologies to effectively manage challenges in 2025?
As P&C carriers pursue growth, how can they leverage AI and other emerging tech to help them manage rising costs and streamline businesses?
As Life Insurers adopt a greenfield strategy for digital transformation, how does AI and other nextgen technologies impacting the industry?
As criminals also adopt the same advanced technologies as banks, how can retail banks bolster efficiency and resilience while driving innovation and strategic initiatives?
In 2025, corporate banks will face new challenges, how can Gen AI help them navigate these complexities, enhance efficiency, and drive innovation?
Capital market firms must maximize ROI while implementing AI and staying ahead of the curve. What does this look like for buy side firms?
