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Across financial technology and the finance function. Filter by desk, or by whether you build the technology or run the finance team.

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Explore how advisory technology has changed client service, portfolio management, personalisation, efficiency and the role of human advisers.

Editorial Team13 May 20268 min read

Recurring series

Our recurring research series at the intersection of finance and technology — original data on how money actually moves and gets counted.

The first edition is in production. Editions carry the the-close tag and appear here on publish.

01
Stated method
Every study opens with what was measured, over what period, and how the sample was drawn. If a figure cannot be sourced, it is not published.
02
Attributable sources
Third-party data is linked to its origin in the body of the piece, and every claim carries the date it was made.
03
Separated from commercial work
Sponsored content is labelled as sponsored at the top of the page. Research is never commissioned by a vendor covered in it. See our accuracy standard.
04
Not financial advice
We report on technology, markets and regulation. Nothing here is investment, financial, legal or tax advice — see the full statement.

01
The infrastructure explainer
How a piece of financial plumbing actually works, and what breaks when it fails.
02
The regulation brief
A rule change explained plainly, with the systems implications for both builders and finance teams.
03
The category map
Who competes, how the models differ, which institution size each serves.
04
The finance benchmark
Original data on payments, close cycles or finance tooling.
05
The funding and moves brief
Rounds, acquisitions and leadership changes across financial technology.

No reports published yet

Gated reports appear here once the newsroom publishes them. The flagship annual study, The Payments & Finance Operations Study, is in production.

Research goes to the briefing list first.