Capital markets stands at a pivotal inflection point in 2025 as traditional operational models face unprecedented pressure to evolve. As artificial intelligence transitions from optional enhancement to essential capability and platform-based solutions reshape core functions, financial institutions must fundamentally transform their approach to stay competitive. This report examines how firms can strategically balance innovation with risk management, leveraging emerging technologies and integrated platforms to drive efficiency while maintaining operational resilience in an increasingly complex market environment.
Clients of Datos Insights’ Capital Markets service can download this report.
About the Author

William Trout
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well...