Celent conducted a study beginning in February 2015 on the European and North American CRM markets for wealth management. These reports examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings using the Celent ABCD Vendor View, which shows at a glance the relative position of vendors in the following categories: Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services on two separate X/Y scales. This report names the winners of the XCelent Awards for CRM systems. Ranking the CRM Technology Vendors for Wealth Management: An Overview of the European MarketRanking the CRM Technology Vendors for Wealth Management: An Overview of the North American Market As part of our ongoing coverage of wealth management, Celent has identified the following trends impacting the wealth management CRM market:

• Streamlined and improved system usability
• Improved customer service
• Spending on CRM systems continues to grow
• Growing demand for customization
• Increased focus on self-service
• Robust mobile and tablet features
• Social media integration
• Increased partnerships