March 2, 2015
For years, the Unified Managed Household account (UMH) has been the Holy Grail of the wealth management business, despite the technological and legacy issues that have made its realization a quixotic task. Celent believes sponsors and vendors must...
March 2, 2015
The evolution of systems supporting treasury management has evolved significantly over the past 30 years, reflecting the underlying market and regulatory changes that have come to impact the work of the corporate treasurer. This report tracks the...
February 27, 2015
Celent explores mobile technology and the breakthrough of apps in the retail banking industry in Latin America, focusing on the top 10 institutions. The next logical move is to push the boundaries of services into consumer-related activities...
February 26, 2015
Celent finds that life insurance mobile platform offerings are far behind the self-service offerings on websites. Functionality on mobile devices is split between native mobile apps and mobile-friendly websites. In the case of mobile-friendly...
March 3, 2015
March 11, 2015
March 23, 2015
Celent In The News
JPMorgan plans branch closures amid switch to mobile apps
February 25, 2015
Wells Fargo Holds Fast to Branches, Ties Them to Digital Channel
February 24, 2015
Rise of the robo investor: Bay Area is ground zero for automated wealth management
February 13, 2015