SURVEY: Technology Prioritized in Investment Banking Innovation Report

Investment banking report by UpSlide and Williams Lea reveals technology needed to eliminate operational inefficiency.

Michael Webb | February 12, 2025

A new report, Driving Efficiency and Outcomes in Investment Banking, reveals the need for innovation and collaboration in the investment banking sector to tackle the widespread crisis of operational inefficiency.

  • Manual, repetitive tasks remain a critical drain on investment banking efficiency
  • 85% of investment bankers and operational leaders agree software is key to meeting this challenge
  • Technology will allow the successful navigation of the peaks and troughs of market demand in 2025

The survey of more than 300 investment bankers and operational leaders across the U.S., UK, Australia and East Asia, undertaken by document automation leader UpSlide and outsourcing partner Williams Lea, shows industrywide recognition (92% of investment bankers and operational leaders agree) that a large portion of junior bankers’ time is being wasted on repetitive, manual or ‘low-value’ tasks which is draining productivity.

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