Wealth Management

Our research helps advance clients’ competitive position by informing decisions around technology investment and strategy. Timely insights support responses to challenges across the self-directed and advised domains.

While research topics will vary in response to client needs, past areas of focus included: digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management, OCR, reporting tools, trust account systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data; artificial intelligence, machine learning, and the use of enabling technology such as cloud, API, and RPA.


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Celent analysts offer a breadth of insights based on proprietary market research across technology and wealth management market trends. Our knowledge is deliverable through a range of content, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.

ON-DEMAND WEBINAR

2022 Wealth Management Technology Trends Previsory

The new market reality for wealth management firms is one where they have to do more with less. A myriad of changes in investor demand, added regulatory pressure, and digitally disruptive competitors requires wealth managers to respond with rapid innovation and digital adoption at a pace not seen before. We will share our perspectives on the key technology trends and imperatives for wealth management firms in 2022.

Most Recent

Asia-Pacific IT Priorities: One Year After the Pandemic

A Survey of Financial Services Firms

Most Read

The Customer Engagement Imperative in Financial Services Webinar

The notion that the customer comes first seems blindingly obvious, but truly executing against that simple saying is an area where many financia…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2021

INTERVIEW SERIES

CLOUD KINGS IN FINANCIAL SERVICES: AN INSIDER'S VIEW

In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provides to platforms and consultants. We want to give an FI a sense of what a company offers, how it distinguishes itself, and what its perspective is on where an institution should focus its cloud efforts today.


Reports

A Survey of Financial Services Firms

Webinars | Videos

Recorded on November 3rd, 2021 The new market reality for wealth management firms is one where they have to do more with less. A myriad of chang…

Reports | Webinars

In 2022 retail wealth management firms will continue to drive toward a singular vision for the industry: delivering holistic, personalized finan…

Webinars | Videos

About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provide…


How we can help you

Use our industry trends reports to understand the landscape; our primers to help get up to speed on crucial solutions; our surveys and case studies to benchmark yourselves; and our vendor landscapes to help make technology decisions.

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Our Experts

Meet our Wealth Management analysts.

For over 20 years, Jean has been a consultant and researcher providing strategy and technology solutions to leading investment managers, broker…

Awaad is a wealth management analyst based out of Celent’s New York office. His research primarily focuses on emerging technology applications t…

Ashley Longabaugh is a Senior Analyst for Celent’s wealth management practice. She is based out of the firm’s London office. Ashley’s research a…

Eiichiro Yanagawa is a senior analyst with Celent’s Banking practice and is based in Tokyo. Eiichiro's research focuses on IT strategy issues in…

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