Wealth Management | Research & Reports

Include report contents

2018 Model Asset Manager: Emerging Innovation: Deutsche Asset Management April 24 2018 Report Brad Bailey
Celent recognizes Deutsche Asset Management as the 2018 Model Asset Manager: Emerging Innovation for their initiative Deutsche Bauhaus — Unique A…
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…
2018 Model Wealth Manager: Products and Platforms: Citizens Investment Services April 24 2018 Report William Trout
Celent recognizes Citizens Investment Services as the 2018 Model Wealth Manager: Products and Platforms for their initiative Citizens Investment…
2018 Model Wealth Manager: Client Experience: Charles Schwab April 24 2018 Report Ashley Globerman
Celent recognizes Charles Schwab as the 2018 Model Wealth Manager: Client Experience for their initiative Schwab Intelligent Advisory™. Schwab In…
2018 Model Asset Manager: Operations and Risk: Brandes Investment Partners April 24 2018 Report Neil Katkov
Celent recognizes Brandes Investment Partners as the 2018 Model Asset Manager: Operations and Risk for their initiative Creating Content through…
Winners of the 2018 Model Asset Manager and Model Wealth Manager Awards April 24 2018 Blog
Celent recognizes 6 winners for the inaugural Model Asset Manager and Model Wealth Manager awards. In 2018 Celent introduced the Model Wealth Man…
Transforming Capital Markets with AI/ML and RPA April 19 2018 Blog David Easthope
I am looking forward to participating in a partner workshop panel at SIFMA’s Operations Conference & Exhibition this year in Phoenix on May 8th.…
Ranking the CRM Technology Vendors for Wealth Management: An Overview of the European Market April 10 2018 Report Ashley Globerman
Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…
Featured Analyst - Will Trout April 03 2018 Blog William Trout
William Trout is always interested in new ideas, he's focused on technology, probably due to the obvious (and ever-increasing) power of technolo…
API Monetization Schemes in Wealth Management: Microservices and Integration as a Service March 27 2018 Report Kelley Byrnes
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Empowering the Advisor through Smart Data March 18 2018 Blog William Trout
In my previous Celent research I have highlighted two levers for jumpstarting the capabilities of the advisor. These are digitization and machine…
A New Take on Data: From Information Capture to Advisor-Driven Efficiency March 16 2018 Report William Trout
The question today is not so much how data can be sourced, but how it can be managed to generate insights, inform organizational strategy, and re…
All Eyes on AI in Financial Crime Compliance March 08 2018 Blog Arin Ray
There has been a lot of hype surrounding artificial intelligence (AI) and its potential in different walks of life. In financial services, especi…
FinTechStage Luxembourg 2018 March 07 2018 Blog Ashley Globerman
I recently attended the third annual “FinTechStage” conference in Luxembourg. The conference organizes start-ups, investors, financial institutio…
Impact Investing Reporting and Analysis Technology: Greenfield February 25 2018 Report Kelley Byrnes
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millennia…

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