InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Outsourcing & Tax Trends in the Financial Sector

This report presents a comprehensive analysis of the current outsourcing trends within the financial services sector. It details the extent to which firms are leveraging third-party services for a range of functions, from administrative tasks to specialized operations like technology integration and tax handling.

The findings demonstrate that outsourcing is a standard part of operations in the sector, with 83% of the respondents claiming to outsource at least some part of the business to third-party contractors. However, the results also underscore the sector’s strategic shift towards outsourcing to not only enhance efficiency but also generate value and protect the bottom line.


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