The Automation Playbook for Technology Leaders in Capital Markets

This eBook is your guide to successful automation in capital markets. It lays out a practical framework to help firms harness the power of automation and AI, without sacrificing control.

From aligning business and tech teams to selecting future-ready tools and tracking real business outcomes, this playbook delivers six essential imperatives every leader needs to navigate digital transformation with confidence:

Establish alignment between business and technology teams

Use automation as an opportunity to redesign outdated processes

Implement appropriate governance frameworks

Select technology that meets the needs of capital markets firms today and in the future

Start with a focused pilot project before scaling

Track KPIs tied to business objectives