MarshBerry Launches 2025 Technology & Governance Study to Benchmark Industry Innovation and Leadership

October 20, 2025

Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, is proud to announce the launch of its 2025 Technology & Governance Survey tailored exclusively for retail insurance agents and brokers.

As technology continues to evolve and market dynamics grow more complex, firms are navigating a landscape filled with both challenges and opportunities. From artificial intelligence and automation to cybersecurity and data governance, the decisions leaders make today will define their competitive edge tomorrow.

To better understand how firms are adapting, this Study is designed to uncover how organizations are modernizing their technology infrastructure, structuring for scalable growth, and preparing the next generation of leadership.

“We’re seeing a pivotal moment in how firms approach technology and governance,” said John Wepler, MarshBerry Chairman & CEO. “This survey will provide valuable insights into the strategies firms are using to stay ahead—and how they’re leveraging innovation to drive long-term success.”

Participants will help benchmark industry trends and contribute to a broader understanding of how firms are evolving. All respondents will receive a complimentary copy of the results, offering a unique opportunity to compare their approach with peers across the industry.

The survey is open October 20 – November 26, 2025. Insurance agents and brokers interested in participating can complete the Study here.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.