2025 
Financial Services Trends Report

Download Alithya's 2025 Financial Services Survey Report for insights into the most pressing IT priorities and emerging trends in the year to come. 

An award-winning Microsoft partner for over 20 years, Alithya is one of the largest Microsoft Dynamics partners in North America. 

As an AWS partner, Alithya can offer clients fast, comprehensive cloud solutions. 

A 25-year Oracle partner, Alithya's expertise includes more than 300 certified consultants, including many Oracle ACEs. 

Technology partners for every need

Related Content

Master Gen AI in financial services with responsible AI strategies

Generative AI presents enormous opportunities for financial services organizations striving to enhance their operations.

February 26, 2025

AI and RPA: the dynamic duo transforming financial services

As customer expectations and regulations rise, financial institutions are turning to  advanced technologies to stay ahead.

November 22, 2024

Navigating core system modernization in financial services


Explore the key challenges financial institutions face during modernization and learn best practices for a successful transformation. 

August 28, 2024 

Transforming treasury operations with data and automation

Timely data access and security enable accurate risk management and liquidity, providing valuable insights for treasury decisions.   

September 13, 2024 

Cloud infrastructure

Future-proof your business with the right cloud service.

Custom applications development

Develop cutting-edge apps while optimizing costs, time.

AI and machine learning

Accelerate your competitive edge.

Alithya areas of expertise

Digital strategy

Transform and optimize, to achieve desired outcomes. 

Cybersecurity

Build a comprehensive cybersecurity strategy.

Change management

Effective change management protects your investment.

Business agility

Evolve rapidly to stay ahead of the competition. 

Data and analytics

Supercharge performance with data-based decisions.

Intelligent document processing

Turn business documents into powerful digital data.

Managed services

Improve IT efficiency and focus while reducing costs.

Legacy systems modernization

Embrace change with a customized roadmap.

Digital adoption and training

Engage and retain staff with the Alithya Adaptive Learning platform.

Get the Alithya 2025 Financial Services Trends Report

Download the report

With Alithya’s successful Microsoft Dynamics 365 implementation, we now have an automated process to keep our record of appointments and licenses up to date, allowing us to head off compliance issues."  

Jeffrey S. Pratt

Vice President and Chief Financial Officer 

Millers Mutual 

Insurance

Finance risk

Underwriting

Claims processes

Vertical Expertise: 

Insurance, Banking, Capital Markets

Alithya expertise covers many industry verticals and includes best-practice templates to save hours of costly analysis and training.  

Enabling financial services IT excellence

Wherever you are on your digital transformation journey, turn to Alithya to help modernize your organization. Selecting the right technology, implementing enterprise applications, enhancing cybersecurity, optimizing financial operations, or creating a roadmap for the future, Alithya brings over 30 years of experience driving excellence for hundreds of clients. 

Enterprise Application expertise for financial institutions

ERP

Streamline operations and make better decisions with real-time insights.

EPM

Analyze data to plan, budget, forecast, consolidate, and close.

CRM

Improve customer experiences and boost sales and marketing performance.

SCM

Proactively manage the flow of goods to and from your business. 

HCM

Maximize the core value of your workforce.

Strategic consulting

Enterprise transformation

Alithya Services

Take the next step to optimize your financial institution. 

Enterprise application modernization supported by data analytics, AI, and machine learning. 

Business enablement

Digital adoption and training services backed by managed services and change enablement. 

Financial Services

IT

ALITHYA : Practical IT consulting services for financial services

[

]

EPM

Analyze data to plan, budget, forecast, consolidate, and close.

Get the report

Download the Alithya 2025 Financial Services Trends Report

Banking

Margin planning

Bank and credit union profitability

Treasury

Capital Markets & Wealth Management

Trading and trade operations 

Regulatory reporting

Trade reconciliation