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Crisil Coalition Greenwich Report:
Operational efficiency is driving digital transformation
in capital markets

New research, conducted in partnership with Coalition Greenwich, reveals how firms across the capital markets landscape are rethinking their operational strategies in response to growing complexity, rising trade volumes, and evolving regulatory demands.  

The study surveyed over 70 C-suite and senior leaders from capital markets firms across North America, the U.K., Europe, and Asia Pacific. It offers a clear view into how firms are responding to rising data complexity and where the biggest opportunities for transformation lie.


 

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Download the report

New research, conducted in partnership with Crisil Coalition Greenwich, reveals how firms across the capital markets landscape are rethinking their operational strategies in response to growing complexity, rising trade volumes, and evolving regulatory demands.  

The study surveyed over 70 C-suite and senior leaders from capital markets firms across North America, the U.K., Europe, and Asia Pacific. It offers a clear view into how firms are responding to rising data complexity and where the biggest opportunities for transformation lie.

Key Insights


Efficiency is the top priority:

Nearly 90% of respondents believe digital transformation will enhance operational efficiency, yet fewer than one-third (28%) say it is broadly supported within their organizations, and one in 10 indicated no support from their organization.


Data is driving change:

Improving data capture and transformation is a top focus, topping the area of investment in the past year at 58%.


Middle- and back-office are still heavy on manual processes:

Manual intervention continues to dominate critical processes, especially for regulatory reporting (80%), client onboarding (79%), and trade reconciliation (77%). Most exceptions take hours—or even a full day—to resolve, increasing operational risk and inefficiency.


Manual work is costly:

Nearly 60% of respondents acknowledge the financial burden of exception handling, with almost half citing the need to put up to 5% of annual capital aside to cover remediation costs each year.  

 


AI adoption is growing:

One-third of firms report already using AI. Two in five (43%) plan to adopt AI in the next two years, and nearly one-quarter (23%) have no plans to adopt AI. 

 

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Join us for an exclusive webinar on June 25th, 2025 in partnership with Crisil Coalition Greenwich, where we’ll unpack the report insights and share practical strategies for unlocking value through automation.

Download your copy of the report and join us then!  

Register for webinar