Wealth Management | Research & Reports

Data to Actively Manage ESG Investing July 09 2018 Report Kelley Byrnes
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
Next Generation of Sales Assistants in Banking: From CIM to Smart Bots and Whispering Agents July 09 2018 Report Joséphine de Chazournes
The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and institutional bankers to serve the multitude of c…
Featured Analyst: Craig Beattie June 29 2018 Blog Craig Beattie
Craig Beattie, like many of the talented and gifted folks in insurance, arrived in the industry by accident, joining a startup looking to auction…
Featured Analyst: Neil Katkov June 13 2018 Blog Neil Katkov
Neil Katkov, a California native who lived in Japan for 20 years, oversees Celent’s Risk Management & Compliance segment, which covers all financ…
RegTech on the Rise: Transforming Compliance into Competitive Advantage June 13 2018 Report
Financial services regulation has expanded at an astounding rate since the financial crisis — and, consequently, so has the cost of regulatory co…
The Potential of Bots for Financial Advisors: On Symphony's Secure Collaboration Platform May 31 2018 Report Kelley Byrnes
In this Insight, we share our perspectives on how Symphony can be used within Wealth Management to deliver actionable alerts to financial advisor…
Ranking the CRM Vendors for Wealth Management: An Overview of the North American Market May 31 2018 Report Ashley Globerman
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
Digital for risk and compliance May 24 2018 Blog Cubillas Ding
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
The Hybrid Advice Market Rush: What solutions will advisors need? May 21 2018 Blog Kelley Byrnes
In the United States, the largest wealth managers, including JPM, UBS, and Merrill Lynch, are adding resources to strengthen and expand their hyb…
Actionable Insights for Financial Advisors: Detailed Data-Driven Opportunities May 17 2018 Report Kelley Byrnes
The report is interested specifically in high value-added, detailed, data-driven, client-specific opportunities, rather than more generic opportu…
Kelley Byrnes - Featured Analyst May 15 2018 Blog Kelley Byrnes
Kelley Byrnes, a Wealth Management Analyst, has focused her research on the application of cross-industry technology, like APIs, NLG, NLP, and pr…
Innovation & Insight Day 2018 May 10 2018 Blog | Video
Every year we look forward to hosting Innovation and Insight (I&I) Day. We get to hear firsthand about firms who have achieved success with IT-re…
Launching our Inaugural Model Wealth Manager and Model Asset Manager Awards May 03 2018 Blog David Easthope
On April 24th, we were pleased to hold our annual Insight and Innovation day in Boston, where were presented insights and connected with clients…
Greasing the Skids: How Technology Is Opening Private Equity to the Taxable Investor April 29 2018 Report William Trout
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
2018 Model Wealth Manager: Emerging Innovation: UBS April 24 2018 Report Kelley Byrnes
Celent recognizes UBS as the 2018 Model Wealth Manager: Emerging Innovation for their initiative Digital Wealth Passport. The Digital Wealth Pass…

Celent Wealth Research

In-depth research of the latest trends in wealth technology.

Celent Wealth Research

Our wealth research focuses exclusively on the intersection of wealth management, asset management, and technology. We provide a thorough and independent analysis of the latest trends and innovations and offer insight on how technology is being applied across the wealth industries globally to deliver value.

Wealth Research Topics

Include:

·APIs

·Artificial Intelligence (AI)/cognitive/machine learning

·Blockchain

·Business Trends

·Chatbots

·CIO priorities

·Cloud

·Core systems

·Customer Experience (CX)

·Data/Analytics

·Digital

·Fintech

·Fraud

·Innovation

·Internet of Things (IoT)

·IT spending

·Mobile

·Regulation

·Regtech

·Risk Management

·RPA/Robotics

Wealth Research Outputs

Our clients can access our wealth research via a variety of formats including:

·Wealth Research Reports: Our latest research on the issues at the forefront of the industry

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·Wealth Webinars: Live and on-demand sessions, featuring our analysts, that take our research to the next level.

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As a Client, you also have the ability to supplement our Wealth research with personalized interactions with our analysts. Our Analyst Access service allows you unlimited access to our analysts for a variety discussions including:

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·Go to market and new market entry

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·Vendor risk assessment