Wealth Management | Our insights

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Webinar | The State of Financial Services 2019: Time to Start Again 22 March 2019 Webinar
Everything old can be new again. The fact that most financial services firms are burdened with complex legacy infrastructure is well known. Until…
ePrivacy Regulation: Taking GDPR One Step Further 7 March 2019 Report Ashley Longabaugh
By the nature of their business, wealth managers maintain a vast amount, range, and history of clients’ personal data. This report looks at the i…
The State of Financial Services 2019: Time to Start Again 27 February 2019 Webinar
Everything old can be new again. The fact that most financial services firms are burdened with complex legacy infrastructure is well known.…
FX Fun in the Sun 21 February 2019 Blog Brad Bailey
I just wanted to share some key points from the big FX conference in Miami last week. Hundreds of participants from the FX market reinforced that…
Brexit, 10 Years Post-Financial Crisis, and Future-Proofing the Financial System 14 February 2019 Blog Ashley Longabaugh
I had the great pleasure of attending the European Financial Forum conference this week in Dublin. The event focused on the disruptive forces cha…
Investment management: Structural drivers and sustainable change 14 February 2019 Blog Cubillas Ding
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontlin…
The Citizen Data Scientist: Data Preparation, AI, and Self-Serve Analytics in Wealth Management 12 February 2019 Report William Trout
Wealth managers are using data analytics and visualization tools to inform advisor decisions and pinpoint client needs. These tools must become m…
Dawn of a New Era in Japanese Capital Markets Technology 11 February 2019 Blog Eiichiro Yanagawa
We present the results of our Japanese Capital Markets Next-Generation Technology Survey, including IT trends and an outlook for market participa…
Structural Reform: Ring-Fencing the UK Financial Markets System 29 January 2019 Report Ashley Longabaugh
“Ring-fencing” or “structural reform” refers to the legislation requiring the separation of banks’ retail banking activities from their wholesale…
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 While we do not publish a…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…

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