Featured Analyst

William Trout William Trout Senior Analyst Senior Analyst Securities & Investments Securities & Investments Full bio and Reports All Analysts
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...

Featured Analyst

James O'Neill James O'Neill Senior Analyst Senior Analyst Banking Banking Full bio and Reports All Analysts
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...

Featured Analyst

Juan Mazzini Luis Chipana Analyst Senior Analyst Insurance Banking, Insurance Full bio and Reports All Analysts
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...

Featured Analyst

Karen Monks Karen Monks Analyst Analyst Insurance Insurance Full bio and Reports All Analysts
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...

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