Building a Future-Ready Investment Firm

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Data-Ink Ratio slide · 80%

table/data: Areas outsourced next 3 years, Leader, Other, All, Call centers, 69%, 62%, 63%, Tax preparation, reporting, 51%, 45%, 46%, Cybersecurity, 41%, 46%, 45%, IT functions, 23%, 41%, 38%, Legal/compliance, 33%, 36%

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Outsourcing percentage other · 69%

Outsourcing will continue to play a key role

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Includes a quote from FNZ's Carl Robertson and an anonymous Australian broker-dealer executive.