Wealth Management | Our insights

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Capital Markets: Our 2019 Research Themes 19 December 2018 Blog David Easthope
Looking ahead to 2019, we will continue to deliver the technology-focused research our capital markets clients expect. While we do not publish a…
Featured Analyst: Ashley Longabaugh 19 December 2018 Blog Ashley Longabaugh
Ashley Longabaugh, a Wealth Management Analyst, has focused her research on the wealth management vendor landscape, nextgen technologies and mil…
Webinar on Customer Analytics: The Benefits of Big Brother 11 December 2018 Webinar Ashley Longabaugh
Celent covers a lot of ground in this webinar. Analyst Ashley Longabaugh discusses the distinct characteristics of nextgen clients — a segment th…
From Open APIs to Open Banking, Part 3 29 November 2018 Blog Eiichiro Yanagawa
Financial services and financial institution businesses are highly contingent on the peculiarities of local financial regulations and systems. No…
From Open APIs to Open Banking, Part 2 27 November 2018 Blog Eiichiro Yanagawa
Open API Threats Security Measures and User Protection From a systems perspective, open APIs mean that a new communications path is being establi…
Wealth Management Client Onboarding 26 November 2018 Report William Trout
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
Brick and Mortar Customer Eccentricity -- What's Up with That? 26 November 2018 Blog Donald Light
“Brick and mortar” is a phrase going back around 20 years to the dawn of the generally available internet when web designers were looking for a w…
What if Amazon Entered Your Industry ... and stayed? 18 November 2018 Blog Zao Wu
Many senior leaders across financial services firms have asked what would happen if a tech giant like Amazon were to enter their industry tomorro…
From Open APIs to Open Banking, Part 1 12 November 2018 Blog Eiichiro Yanagawa
Returning to a global perspective, both US and European open API trends, as well as regulatory and market participant responses, are valuable ref…
GDPR and CRM: Regulating Client Privacy 12 November 2018 Report Ashley Longabaugh
The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, sol…
Featured Analyst: Eiichiro Yanagawa 15 October 2018 Blog Eiichiro Yanagawa
Eiichiro Yanagawa has been a lifelong analyst/researcher/consultant, and he continues to analyze the industry to propose innovations no matter wh…
Bridging the Trust-Brokerage Divide: The Movement Toward a Common Advisory Platform 28 September 2018 Report William Trout
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
On-Demand Webinar: AI-Enabled Front Office for Retail, Private, Corporate, and Institutional Banking 21 September 2018 Webinar Joséphine de Chazournes
Celent foresees that the salespeople and client representatives will have to leverage AI technology to keep serving their clients in an efficient…
Model Wealth Manager and Asset Manager 2019 Nominations Windows are Open! 6 September 2018 Blog Ashley Longabaugh
Celent is pleased to announce that we are now accepting nominations for the 2019 Model Wealth Manager and Asset Manager ("WAM") Awards program! F…
Customer Analytics: The Benefits of Big Brother 6 September 2018 Report Kelley Byrnes and Ashley Longabaugh
Celent's 2014 report Don’t Be Creepy: Analytics and the Client Experience found clients did not react positively to contextual messaging leveragi…

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