Wealth Management | Our insights

Push Not Pull 24 March 2020 Blog William Trout
In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
How is your company handling the rush to Work from Home (WFH)? 23 March 2020 Blog Keith Raymond
Businesses are being amazingly adaptable to the COVID-19 crisis, what will the social implications be to virtualizing and isolating the workforc…
Cutting the Regulator Some Slack 21 March 2020 Blog William Trout
So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
New Normal in 2020 19 March 2020 Blog Eiichiro Yanagawa
For the workers at large-scale Japanese companies, including financial institutions, the daily commute has always been an important aspect of bu…
COVID-19 Resource Center 17 March 2020 Blog
The rapid spread of the Coronavirus is impacting organizations around the world. Stay informed with the latest thinking from across Oliver Wyman…
Financial Crime in The Time of COVID-19 16 March 2020 Blog Arin Ray
COVID-19 continues to take its toll as its impact grows on several aspects of our lives. Celent has talked about its potential impact on financi…
How much does a bank's asset-liability management (ALM) system fit into a bank's COVID-19 response strategy? 16 March 2020 Blog Cubillas Ding
How much does a bank's balance sheet asset-liability management (ALM) systems fit into a bank's COVID-19 response strategy? Apparently a lot. An…
COVID-19: Early implications for planning Financial Services technology investment 9 March 2020 Blog Daniel W. Latimore and Jamie Macgregor
With Italy going into full quarantine overnight, significant oil price volatility, and the largest one-day drop in some of the world’s leading s…
UPDATED: The Front Office Is Powered By The Back: Optimizing Workflow Via Document Management Systems 8 March 2020 Report William Trout
Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
Calling All AI: Automating the Contact Center Environment 4 March 2020 Report Awaad Aamir
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
Embracing Fractional Shares 2 March 2020 Report Neil Sheehan
In the US, the “Big Four” (soon to be the “Big Three”) broker-dealers, Charles Schwab, TD Ameritrade, Fidelity, and E*TRADE, continually go punc…
Tech-Driven Investment Strategy and Research Management Systems (RMS): Global Trends and Initiatives in Japan 24 February 2020 Blog Eiichiro Yanagawa
New technologies are accelerating the modernization of investment strategies and decision-making in capital markets. Through digitizing, reimagi…
Pacific Century: Characteristics And Behaviors of the Retail Investor In Hong Kong and China 22 February 2020 Report William Trout
The increasing importance of the retail investor in Asia, and in Hong Kong in particular, is being driven by China. While Hong Kong provides a g…
Climate Change: Three Imperatives for Financial Services 20 February 2020 Report
The financial services industry plays a crucial role in the economy by allocating and charging for capital. We can only transition towards a cli…
Do you know about VendorMatch? 11 February 2020 Blog Karen Monks
Are you looking for a new system? If so, do you know about VendorMatch? Celent’s VendorMatch is a tool that helps you identify vendors who sell…

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

·Wealth Blog: Reflections on the latest news, trends, and happenings within the industry.

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

Analyst Access

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:

·Product roadmaps

·Go to market and new market entry

·IT strategy

·Vendor risk assessment