Capital Markets are getting squeezed.
![Transformation Roadmap](/_assets/images/new-article-images/infographic_transformationroadmap_squeeze.gif)
Meet the moment.
In this environment, transformation becomes the only safe play.
Nearly all firms expect changes to their operating models and next-gen technology strategies.
![Meet the moment](/_assets/images/new-article-images/infographic_transformationroadmap_meetmoment.png)
Six high-potential initiatives
Leaders prioritize projects where they can save now while also building for the future.
1. DIGITIZE YOUR CX
![Digitize logo](/_assets/images/new-article-images/infographic_transformationroadmap_1.jpg)
2. GROW YOUR FRANCHISE
To enhance the client experience and boost profitability, firms are looking less at product-driven marketing and focusing more on customer objectives
![Digitize logo1](/_assets/images/new-article-images/infographic_transformationroadmap_2.jpg )
3. INVEST WHERE IT MATTERS—OUTSOURCE THE REST
As firms rethink their business model and redefine their scope, more businesses are outsourcing non-differentiating functions onto industry utilities.
![Invest logo](/_assets/images/new-article-images/infographic_transformationroadmap_3a.jpg)
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70% of firms cite “Innovative use of next-gen technologies” as the important factor when assessing Fintech service-provider relationships. |
4. MODERNIZE TECHNOLOGIES
Many firms are finding that technology modernization helps to significantly drive down operating costs while also gaining greater agility.
![Modernize Technologies](/_assets/images/new-article-images/infographic_transformationroadmap_4a.jpg)
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94% of the largest financial services firms (assets or AUM over $250 billion) are well into implementation of their cloud strategy. |
5. CONSOLIDATE PLATFORMS
Firms are finding that merely bringing together disparate systems onto a single platform can dramatically decrease costs and reduce risk.
![Consolidate Platforms](/_assets/images/new-article-images/infographic_transformationroadmap_5.jpg)
6. ENABLE YOUR DATA TO WORK HARDER
![Consolidate Platforms](/_assets/images/new-article-images/infographic_transformationroadmap_6.jpg)
Rethink transformation
Transform in ways that maximize impact and increase agility.
![Rethink transformation](/_assets/images/new-article-images/infographic_transformationroadmap_rethink.png)
Discover a smarter way at broadridge.com/rethink-transformation