The Convergence of Financial Services and Software

As technology has rapidly advanced, software enabling the automation and digitization of core processes, workflows, and distribution has led to a nearly 3x increase in technology spending by financial institutions since 2008.  This increasing focus on innovation, digital transformation, and data analytics/optimization presents significant opportunity for investment.  While these technology-driven solutions are critical for an efficient economic system, few investors truly understand the complexity of the underpinning technology and business applications, which positions us to capitalize on this compelling market opportunity by utilizing our decades of experience in the space.