Is Your Firm Ready For 2025? Explore the 2025 Trends Shaping Finance and Banking

As we begin a new year, there’s never a better time to ensure you have the right support, insights and skillsets to stay on top of regulations.

In our first newsletter of 2025, we want to turn your attention to key shifts in wealth management, along with the framework we use to drive immediate results for our clients. We’ll also be bringing you up to speed with the most important banking and finance technology trends for the year ahead.

Let's dive in.

Wealth Management: Driving client engagement and change ?? – read our recommended article of the month

From digital and hybrid models to social impact and inclusion, it’s clear that wealth management is undergoing a profound transformation. As a result, many firms are rethinking their approaches to client engagement and service delivery.

The future of wealth management lies in innovation, sustainability, and personalisation. Firms that embrace these principles will not only stay relevant, but thrive in an increasingly complex and competitive industry.

You can read about these themes in detail in our recommended article of the month.

Client Success Story: Supporting the development of an anti-financial crime platform ?? – discover how we implemented a bespoke solution

More than $800 billion is laundered every year - a hugely significant figure for the financial industry. And it’s a problem that many risk professionals expect will persist with the ever-increasing threat of cyber security and data breaches.?

We recently worked with an investment bank to deliver a suite of workflow tools for their anti-financial crime AI detection platform, who was finding it impossible to obtain a resourcing solution from one trusted source.

Learn more about our successful framework in our insightful case study.

Banking and Technology: Trends for 2025 ?? – dive into the crucial trends for the new year

As technology, consumer behaviour and regulatory requirements reshape the financial landscape, 2025 will present both challenges and opportunities for banks and organisations.

AI continues to take centre stage, while established institutions are facing unprecedented pressure from challenger banks and fintech disruptors. So how can firms navigate the landscape to retain their competitive edge?

Learn about the ten most important financial trends in this useful guide from Forbes.

We hope this helps you put your best foot forward in 2025. If you need tech and data support to meet the demands of the new year ahead, get in touch with our specialist team.