Wealth Management | Our insights

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…
Answering to a Zero-Commission World with Voice 1 November 2019 Blog Awaad Aamir
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Embracing NextGen Invest and Risk Tech (Asset Manager Edition) 30 October 2019 Report Cubillas Ding
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Google Cardboard is Dead, Long Live Google Cardboard 26 October 2019 Blog William Trout
In 2014 some inventive engineers in Google’s Paris office created cardboard headgear that allowed users to experience virtual reality via their…
Breakdown to Breakthrough: Energizing Your Communications Management 25 October 2019 Report Neil Sheehan
Wealth managers are eager to learn new ways to improve the customer experience they provide as firms are feeling significant pressures from thei…
Webinar | Accelerating AI Adoption in AML 22 October 2019 Webinar Arin Ray
Regulatory and technology changes are driving the evolution of KYC-AML operations. New tools and solutions powered by intelligent automation and…
The Migration Path to Next-Generation KYC-CDD 21 October 2019 Report Neil Katkov
Know your customer (KYC) and customer due diligence (CDD) requirements are the most burdensome areas of anti-money laundering (AML) compliance f…
First Life: Virtual Reality and the Coming of the Avatar in Wealth Management 20 October 2019 Report William Trout
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
An Introduction to Voice-First Investing: Key Steps to Harnessing its Potential 18 October 2019 Report Awaad Aamir
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
Liquidity risk: What's lurking under the tip of the iceberg? 15 October 2019 Blog Cubillas Ding
Liquidity is the hidden risk that when it fully reveals itself, threatens the survival of a firm. In the United Kingdom, notwithstanding ongoing…
Client Reporting: The Shift in Delivery from Low-Value Data to High-Value Information 3 October 2019 Webinar Ashley Longabaugh
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
Generation Z: The Next(Gen) Opportunity for Wealth Managers 17 September 2019 Webinar Ashley Longabaugh
Life stages, rather than distinct generational differences, will ultimately be the driver of the relationship between an individual and their we…
QUICK APIs 15 September 2019 Report Eiichiro Yanagawa
On August 23, Celent received a briefing from QUICK about the company’s new service offering QUICK APIs. This briefing note summarises our key 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