Cubillas Ding

Do you feel constant pressure to do more with less? You’re not alone. Early findings from Celent’s IT Dimensions 2026 Survey show capital markets firms across the buy- and sell-side are facing the same challenge: balancing operational efficiency with continued investment in innovation. Join our webinar, Capital Markets Dimensions: IT Pressures & Priorities 2026, to explore the technology spending themes shaping the year ahead.

With recent upheaval in the software/SaaS space—driven by AI’s ramifications for commercial software, technology strategies, and operating models—the question of ROI from agentic and generative AI pursuits has come to the forefront. Like other industries, the capital markets industry is reaching a critical juncture. Financial institutions are entering a “zone of disillusionment” with their GenAI initiatives and are looking to ramp up AI agents.

In this year's "IT Spending Forecasts 2025-2030: Capital Markets Buy Side" report, we provide insights into the specific technologies and business domains involved across Capital Markets and the examine the areas of growth as well as look at where investment is declining. The survey is a follow-on report from our previous Dimensions: Capital Markets IT Pressures & Priorities: Buy Side Edition 2025. Respondents are a mix of asset managers and asset owners covering all geographic regions.