Nasdaq (NDAQ) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic transformation and positioning

• Positioned as a leading technology provider, leveraging AI and platform solutions to serve global financial institutions and corporates.

• Transformation has driven durable, cycle-resilient growth, supported by disciplined expense management and capital allocation.

• Raised medium-term solutions revenue outlook to 9%-12%, marking the fourth guidance increase in five years.

• Differentiation centers on gold-standard data, mission-critical services, hyper-resiliency, and strong client ROI.

• Strategic decisions made over a decade ago, such as early cloud and AI adoption, underpin current growth and innovation.

Growth frameworks and sales initiatives

• Growth strategy focuses on expanding within TAM/SAM, evolving technology delivery, and transforming client experience through GenAI and tokenization.

• Fintech business sees 80% of growth from upsells and cross-sells, with 460+ upsells in 2025 and a strong cross-sell pipeline growing at 20%.

• Unified sales team and incentive framework drive cross-sell motion, with top accounts managed by a single representative.

• C-suite engagement and client-centric approach position the firm as a transformation partner for clients.

AI and technology innovation

• Launched agentic AI workers in Verafin, with rapid adoption by 350 clients, mainly small and medium banks.

• Surveillance platform processes 1 trillion daily messages, using AI to generate 250,000 alerts and improve fraud detection.

• Proprietary feedback loop and contractual rights enable continuous AI model improvement using aggregated client data.

• Plans to introduce agentic workflows to further enhance operational efficiency.