Report

Exos Financial: Can Digitalization Save the Institutional Broker-Dealer Market?

Exos has focused on areas of the business that larger incumbents either have neglected or retreated from in recent years.
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Boston, February 5, 2020This Impact Brief provides a case study of Exos Financial, the industry’s first cloud-based, digital institutional broker-dealer, and its attempt to disrupt the status quo with its data-driven, technology-enabled institutional products and services. This report highlights both the challenges and the opportunities that give rise to Exos and its current and future strategy to develop the next-generation platform for institutional finance.

Clients of Aite Group’s Institutional Securities & Investments service can download this 12-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

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