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.
Trending
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.
Wealth Management IT Priorities & Strategy
This webinar will give a glimpse into the drivers of technology investment across the wealth management industry globally, taken from our upcoming IT Strategy & Priorities reports. Using Celent Technology Insight and Strategy Survey (CTISS), we surveyed FIs from across the world to understand questions such as: What priorities are driving IT investment in 2023? What does this look like at technology and product levels? And how does one region differ from another?
The Battle for Engagement: How Banks Can Compete With Digital Brokerages
Technology Options for Banks to Retain Customer Primacy With Expanded Services
Wealth Management IT Priorities and Strategy in 2023
To produce our research on Wealth Management IT Spending, we surveyed 215 executives across the globe on including all the major geographical re…
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 providers 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.
Latest Insights
Technology Options for Banks to Retain Customer Primacy With Expanded Services
TCS has developed a Point of View (PoV) for mapping how various business aspects of companies align with human values based on their Sustainabil…
NA Wealth Managers Set Their Sights on Innovation
An Artificially Intelligent Global Investment Strategy Powered by AWS
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.
Speak to an Analyst
We offer an advisory service for our subscribed users who wish to discuss our insights in greater depth.
Run an RFP
Discover VendorMatch to engage in your own research or to help with the RFP process.
Browse our Insights
Browse our extensive library of reports, blogs, webinars, podcasts and videos.
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…
Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s…
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…