Six Strategic Moves Financial Firms Need to Make in 2025

Financial institutions are standing at a crossroads—where trust, transparency, and technology collide. A new 2025 report by Info-Tech Research Group outlines six critical strategies financial firms need to survive and thrive in today’s climate of accelerated disruption.

The financial sector is under pressure from all sides: rapid AI adoption, rising operational risks, stricter compliance expectations, and a growing demand for performance accountability. As Info-Tech’s Chief Research Officer puts it, navigating this moment “requires vision, agility, and leadership across all IT domains.”

The Six Must-Have Strategies:

• Business-Aligned IT Strategy: Bridge the gap between tech initiatives and business goals. This is the foundation for efficient digital transformation—something 247 Labs emphasizes in every enterprise engagement.
• Robust Data Strategy: Data isn't just an operational tool anymore—it's a revenue enabler. Firms must move from reactive to proactive data use.
• Vendor Management: Poorly managed vendor ecosystems introduce unnecessary risk. A streamlined, monitored vendor strategy enhances service delivery and security.
• Information Security: Cyber risk is now business risk. Prioritizing security by design is essential for maintaining trust and continuity.
• Responsible AI Governance: AI is a competitive advantage, but without proper oversight, it can quickly become a liability.
• Data Governance Framework: Without clean, accessible data, the best AI tools are wasted. Governance is what ensures integrity and utility.

For decision-makers in financial services, these strategies offer a concrete path to future-proof operations. Whether you’re modernizing risk models or aligning cross-functional teams under one digital roadmap, the blueprint is clear.

How 247 Labs Fits In:

At 247 Labs, we’ve already begun deploying these principles across finance, insurance, and professional services sectors. Our enterprise software builds emphasize aligned IT architecture, vendor orchestration, and AI integration that’s both scalable and responsible.

If you're ready to implement responsible AI, strategic data governance, or modernized IT operations in your financial firm, work with 247 Labs. Let’s future-proof your institution, together.