Wealth Management Research Outlook 2020

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Celent offers clients insights based on proprietary market research across technology and wealth management market trends. Our knowledge is delivered through a range of formats, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.

By informing decisions around technology investment and strategy, we seek to advance our clients’ competitive positions. While research topics will vary in response to client needs, past areas of focus have included digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management systems, reporting tools, trust accounting systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data, artificial intelligence, machine learning, as well as the use of enabling technology such as cloud, API, and RPA.

Nimble deployment of technology and mastery of internal and external data will be critical for financial institutions as we emerge from the shadow of COVID-19. Collaboration between these institutions and vendors will be all the more important in this context. How can wealth managers align remote delivery with personalized propositions and service? Our research for the final quarter of 2020 seeks to answer this question in the form of a roadmap for accelerated digitization, with particular attention to spending trends, operational best practices and criteria for vendor selection.

Contact us for more information about what we have planned in Q4.

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