Current Industry Surveys

Distinctive Insights conducts targeted industry surveys exploring how artificial intelligence is reshaping operational workflows, technology architectures and business processes across financial services.

Our surveys are designed to complement and extend our research by incorporating primary industry perspectives from technology vendors, financial institutions and other market participants. The objective is to identify emerging operational priorities, workflow changes, deployment patterns and future strategic directions across AI-enabled financial services technology markets.

Responses are published on a strictly aggregate basis. No individual or organisational response will be identified or identifiable in any output.

A detailed findings report will be made available to all survey participants and to Distinctive Insights subscribers. A summary will be made more broadly available.

AI in Front Office Institutional Investment Management

This survey examines how artificial intelligence capabilities are being used within front office institutional investment management functions. It covers research, portfolio construction, implementation and monitoring workflows within investment teams managing assets across liquid public markets.

Target Respondents
Institutional investment management professionals

Survey Link

AI-Enabled Investment Management Vendor Priorities

This survey examines how artificial intelligence capabilities are reshaping front office workflows within institutional investment management, focusing on vendor solution strategies and roadmap priorities across investment research, portfolio construction, implementation, monitoring and investment review workflows, including the evolution of predictive models, language-driven intelligence and workflow orchestration capabilities.

Target Respondents
Investment technology vendors, product strategy teams, AI platform leaders, portfolio technology specialists

Survey Link

AI in Derivatives and Securities Market Infrastructure Operations

This survey examines how artificial intelligence capabilities are beginning to reshape operational workflows within derivatives and securities market infrastructure environments, focusing on post-trade processing, settlement coordination, collateral management, transaction lifecycle monitoring, exception handling and cross-platform operational orchestration across market infrastructure operations.

Target Respondents
Market infrastructure operators, post-trade operations teams, infrastructure technology leaders, risk and workflow management teams

Survey Link