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Julio Gomez

Global Head of Research


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  Julio Gomez is Global Head of Research at Financial Insights responsible for all aspects of market research and consulting across geographies and segments.

Industry Expertise



Mr. Gomez is widely known and highly respected in the industry as the founder and CEO of Gomez, Inc., a leader in Internet quality measurement services beginning with electronic trading and online banking, including e-commerce rankings, research and site performance. Formerly a trader and in institutional sales handling large LBOs and corporate underwritings with HSBC, Security Pacific and Bank of Boston. Mr. Gomez has direct experience in Capital Markets, Corporate Lending, and Retail Financial Services and has focused on the impact of technology on the Financial Services industry since 1996, and regarded globally as a leading e-commerce strategy expert.

Background



Mr. Gomez has extensive experience as both a practitioner in the industry as well as a market researcher covering the industry. He has spent the last 10 years researching the financial services industry, providing strategic advice and counsel to the world's leading firms. Prior to his research career, Mr. Gomez spent 11+ years in Financial Services in various positions: Sales and Trading, Corporate Finance, Loan Syndications, including founding and running his own brokerage firm specializing in state and municipal bond issues

Education and Industry Affiliations



Mr. Gomez is a frequent keynote speaker on market trends and strategic initiatives in the financial services industry. Institutional Investor named him one of the "50 Most Influential People" in addition to Time Magazine who named him "Fifty Most Influential People Shaping Technology". He has been interviewed for his expertise by NBC, The Wall Street Journal, New York Times, Business Week, and Forbes. Mr. Gomez is a graduate of Princeton University.

Research Authored by Julio Gomez




Worldwide Financial Services 2008 Top 10 Predictions
Julio Gomez
January, 2008 - Doc # FIN_0441      Webcast
Our annual analysis of the top strategic IT initiatives in financial services will be presented. Financial Insights will provide insight on where financial institutions, insurance carriers and securi...



Global Capital Markets Top 10 Strategic IT Priorities for 2008
Julio Gomez
November, 2007 - Doc # FIN_0439      Webcast
Our annual analysis of the top strategic IT initiatives in Capital Markets will be presented. Financial Insights will provide insight on where financial institutions should be investing in 2008 with i...



Electronic Trading Services and the Evolving Buy-Side/Sell-Side Relationship
Julio Gomez, Sean O'Dowd, Ashkon Hedvat
September, 2007 - Doc # FIN208967      Market Overview
This Financial Insights report examines the features, functionality, ease of use, and flexibility of electronic trading offerings that the buy-side community is increasingly demanding from the sell-si...

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Five Critical Areas Where Business Intelligence Is Playing a Key Role in the Capital Markets Arena
Julio Gomez
August, 2007 - Doc # FIN208042      Perspective
This Financial Insights Perspective looks at areas where capital markets firms are focusing their efforts to gain the most advantage through strategic application of business intelligence (BI) capabil...

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Global Capital Markets 2Q07 Update
Sean O'Dowd, Julio Gomez
August, 2007 - Doc # FIN208029      Quarterly Update
This Financial Insights update looks at key events over the previous three months that are shaping the landscape and direction of global capital markets. We also identify regulatory, partnership, and ...

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Electronic Trading Services: Who is Winning the Battle?
Julio Gomez
June, 2007 - Doc # FIN_0404      Event Proceeding
Financial Insights revealed the results of our recent survey that examined best practices in Electronic Trading Services (ETS) among the top sell-side firms. The results of our benchmark study evaluat...

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Financial Services Technology Summit 2007: CIO Benchmark Recommendations
Stephen Elliot, Julio Gomez
May, 2007 - Doc # FIN206996      Insight
This IT Management Services document provides actionable advice to financial services business and technology executives based on interactions and panel discussions that took place during the Financia...

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Reuters and Thomson: The Customer Base Is Looking for Speed and Open Architecture, But Will They Get Them?
Peter Farley, Andrew Liegel, Julio Gomez, Sean O'Dowd
May, 2007 - Doc # FIN206888      Looking Ahead
This Financial Insights report looks at the how a Thomson-Reuters union brings into question the extent to which new standards in current data information and infrastructures could potentially change....

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Global Risk Management 1Q07 Update: Shifting IT and Business Priorities
Andrew Liegel, Li-May Chew, Julio Gomez
April, 2007 - Doc # FIN206488      Quarterly Update
This Financial Insights update recaps the following: > >The shift of major risk problems from volatile energy trading to subprime loan origination>

  • The continuing ...

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    Worldwide Top 10 Strategic IT Initiatives for Capital Markets
    Julio Gomez, Andrew Liegel, David Cox
    February, 2007 - Doc # FIN_0359      Event Proceeding
    The Capital Markets team presented a strategic view of the top technology investments that brokerage firms, investment houses, commercial banks, insurance companies, and exchanges and depositories are...

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