2018 investor communications trends and key industry innovations

by | Dec 28, 2017 | Public Relations

A new trendspotting report from investor communications solutions firm Mediant examines the driving factors behind fintech investment, the influence of these new technologies, and the effect fintech has on investor communications.

The firm announced the release of its inaugural Trends in Fintech and Investor Communications report, which reveals key findings on the impact of fintech across the securities industry.

Notable findings of the survey include:

Over three-quarters of firms planned to invest more in fintech this year than in previous years

Only 3 percent of firms responding that they were investing less in 2017.

2018 investor communications trends and key industry innovations

Respondents selected a variety of factors that drive fintech investment

Managing operational risk was selected as the top driver by 30 percent of respondents overall. Forty-four percent of broker-dealer participants said keeping up with new and changing regulations was their firm’s top investment driver.

2018 investor communications trends and key industry innovations

Most impactful fintech innovations

When asked which fintech innovations will have the most impact on firms over the next two to five years, the most popular response from participants was machine learning and artificial intelligence.

The impact of blockchain and distributed ledger technologies will grow over the next five years

Thirteen percent of participants saying that blockchain is the most impactful technology over the short term, and 24 percent of participants saying it will have the most impact over the medium term.

Participants emphasized mobile and digital solutions as crucial for shareholder engagement

Forty-eight percent implementing digital services in order to enhance communications with investors.

2018 investor communications trends and key industry innovations

“It is clear that the evolution of fintech is creating opportunities across the entire financial services industry, particularly in the area of investor communications,” said Stacey Robinson, chief technology officer of Mediant, in a news release. “The survey results in the 2017 Trends in Fintech and Investor Communications report show that in years to come, fintech will continue to be crucial for reducing costs, optimizing internal processes, maintaining regulatory compliance, and meeting investors’ needs.”

Download the report here.

Mediant conducted the survey during the 2017 SIFMA Operations Conference. The largest category of survey participants was broker-dealers, at nearly one-third of all respondents. Other respondent firms included solution providers (23 percent), banks (13 percent), clearing/settlement companies (11 percent), and fund companies (7 percent). Financial advisors, asset managers, and regulators also participated in the survey.

Richard Carufel
Richard Carufel is editor of Bulldog Reporter and the Daily ’Dog, one of the web’s leading sources of PR and marketing communications news and opinions. He has been reporting on the PR and communications industry for over 17 years, and has interviewed hundreds of journalists and PR industry leaders. Reach him at richard.carufel@bulldogreporter.com; @BulldogReporter