Return to report Abstract
| Executive Summary | 03 | |
| Introduction | 04 | |
| Market Overview | 07 | |
| Client Segmentation | 07 | |
| Effects of Consolidation Activity in the Market | 14 | |
| Best Practices in Wealth Management | 16 | |
| Sources of Revenues | 17 | |
| Differentiation | 18 | |
| The Role of Technology | 21 | |
| Vendor Landscape | 23 | |
| Technology Differentiators and Latest Developments | 27 | |
| Technology Spending | 31 | |
| Conclusions | 34 | |
Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally experienced analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis.
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