Wealth Management | Our insights

When Vision And Value Collide 15 January 2020 Blog
A collision is taking place in financial services between the vision mindset and the value mindset. How firms resolve this conflict – between th…
Wealth Management 2020 Research Outlook 9 January 2020 Blog | Report William Trout
Technology Priorities for Wealth Managers As we enter 2020, wealth managers of all stripes are grappling with a common challenge: how to improve…
Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform 2 January 2020 Report William Trout
Tighter budgets mean wealth managers must overcome the limitations of legacy technology without reinventing the wheel. A strategic approach will…
The Next Best Action: Using Machine Learning to Anticipate Client needs 12 December 2019 Report Awaad Aamir
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
Disruptive Data Monetization Technologies in Financial Services: Trends and Strategic Technology Choices in Japan 9 December 2019 Blog Eiichiro Yanagawa
Financial institutions around the world are focusing increasingly on open APIs and data usage as new business areas with great potential. This r…
RPA in Wealth Management: Promise and Peril 3 December 2019 Report Neil Sheehan
Significant excitement around RPA has firms addressing strategic support toward adopting the technology. The benefits of this adoption are poise…
2020 Vision: Top Trends in Wealth Management 1 December 2019 Webinar William Trout
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
2020 Vision: Top Trends in Wealth Management 1 December 2019 Report William Trout
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
2019 Year in Review: Capital Markets Themes 27 November 2019 Blog David Easthope
Soon, 2019 will be put to bed and we will emerge in a new decade. Before 2020 begins, we decided to look back on our 2019 Capital Markets themes…
NextGen Invest and Risk Tech: Gazing Through A Crystal Ball Into 2030 27 November 2019 Report Cubillas Ding
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
Anti-Money Laundering Software Update 2019 25 November 2019 Report Neil Katkov
As part of the research process for our reports evaluating vendor-provided anti-money laundering (AML) software, Celent gathered data on technol…
IBM's Enterprise Platforms for Digital Transformation 25 November 2019 Report Daniel W. Latimore
The financial services industry is evolving with a new competitive landscape driving changes in firms’ IT and technology needs. But there are st…
Announcing Deadline Extension for Model FI Programmes! 15 November 2019 Blog Zilvinas Bareisis
Due to an overwhelming demand, we are extending the submissions deadline for Model Bank, Model Insurer, Model Asset Manager, and Model Wealth Ma…
Driving Client Engagement Through Communications Management 14 November 2019 Blog Neil Sheehan
Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…
China (Re)Entry for Globals: Starting the New Chapter 5 November 2019 Report
We have witnessed surging interest by global financial institutions to enter or re-enter China over the last two years. To promote and support t…

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