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Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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2025 BetaNXT Data Modernization Benchmarking Survey

Tracking Investment and Wealth Management Decision-Makers' Views and Progress on Data Modernization

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BetaNXT recently partnered with Wealth Management IQ to survey nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities, and challenges in achieving data modernization — a crucial foundational step for deploying AI and other advanced technologies. Our key findings reveal the winning strategies that set industry leaders apart.

BetaNXT recently partnered with Wealth Management IQ to survey nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities, and challenges in achieving data modernization — a crucial foundational step for deploying AI and other advanced technologies. Our key findings reveal the winning strategies that set industry leaders apart.

Introducing a New Resource for Forward-Thinking Decision-Makers

Over the past few years, many investment and wealth management firms and advisors have rushed to deploy AI, generative AI and other new solutions — only to discover that their underlying data foundation cannot support the technologies. Smart firms are realizing they must modernize their data at the base to deliver a better front-end experience for their advisors and investors.

Today, it is not a question of whether to modernize one’s data management, but how to go about it and how fast it can be done. To better understand our industry’s current state and future direction on this issue, I am pleased to share with you the inaugural BetaNXT Data Modernization Benchmarking Survey. We partnered with Wealth Management IQ to conduct an in-depth survey among decision-makers and influencers in the investment and wealth space, ranging from RIAs and IBDs to banks and asset managers.

Our research reveals an industry-wide movement to modernize in the face of competing priorities — as well as eye-opening markers of which firms will pull ahead. We find that an innovation mindset drives action, that talent and culture matter as much as technology and infrastructure, and that choosing the right partners can significantly accelerate modernization progress.

The results indicate that data management and data modernization will only grow in importance, and that executing effectively in these areas will help drive future success. I hope you find this report valuable as you shape your own data modernization journey.

bob-santella


Chief Executive Officer

5 Key Takeaways

 
94%
of firms are focused on data modernization

Industry Pulse Check

Two-thirds will also invest more on data modernization in 2025. Firms who are not yet modernizing their data risk the domino effect of data chaos on downstream issues.

 
50%
say replacing legacy tech is a priority

Competing Priorities

Decision-makers grapple with many different but similarly important objectives, such as improving data integration (53%) and leveraging AI (44%). All these priorities depend on an optimized data foundation.

 
1/3
of firms prioritize data governance

Overlooked Fundamentals

Many firms (43%) are motivated to modernize by the allure of new technologies, but some firms are overlooking critical fundamentals: security, governance, and a single source of truth.

 
#1
data challenge: A skill gap (for 46% of firms)

The Power of Talent

While 37% of firms have hired a Chief Data Officer to lead data efforts, only 8% fully empower data teams. Talent strategy will be critical for firms who want to win.

 
70%
use vendor solutions for data modernization

Vendors as Partners

While the majority of firms rely on vendor solutions for their data management needs, 57% wish their vendors were more strategic partners — a key opportunity for adding value.

 

Key Findings Webinar

On May 15 at 2 p.m. (ET), subject matter experts from BetaNXT and Wealth Management IQ will discuss the key findings from our benchmarking survey. Sign up to be part of the discussion and learn more about how wealth firms are tackling data modernization, and what sets industry leaders apart.

hex_Don-HendersonDon HendersonChief Technology Officer
jonathan-reeve-headshotJonathan ReeveChief Product Officer
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Read the Full Report

Data modernization is a near-universal priority and only growing in importance. Investment and wealth management firms who are not yet undertaking modernization and cloud migration efforts risk falling behind competitors. Firms feel challenged by the need to simultaneously update, integrate, and innovate in their data modernization efforts. But establishing data fundamentals first — a strong security framework, good data governance, and a single source of truth — will enable firms to modernize more quickly and innovate more easily.

Read the full report for the winning strategies data-minded leaders embrace.

read the report

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