Wealth management
Wealth management insights from Celent
Reports | Apr 7th 2021 | Ashley Longabaugh
Technologies Paving the Way Toward a Frictionless Client Journey
Reports | Apr 7th 2021 | Ashley Longabaugh
Technologies Paving the Way Toward a Frictionless Client Journey
Wealth Management Roundtable Reflections
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Blogs | Mar 27th 2021 | Eiichiro Yanagawa
Recap of Model Awards Program 2021 | Accelerate!
Blogs | Mar 27th 2021 | Eiichiro Yanagawa
Recap of Model Awards Program 2021 | Accelerate!
Innovation & Insight Week 2021 | Webinars in Japanese Coming Soon
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Blogs | Mar 24th 2021 | Craig Focardi
What Happens When? Five Tips For Fully Digitizing the Customer Experience
Blogs | Mar 24th 2021 | Craig Focardi
What Happens When? Five Tips For Fully Digitizing the Customer Experience
Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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Reports | Mar 23rd 2021 | Ashley Longabaugh
TCS ESG Integration Solution
Reports | Mar 23rd 2021 | Ashley Longabaugh
TCS ESG Integration Solution
Simplifying ESG Portfolio Construction
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Blogs | Mar 17th 2021 | Jamie Macgregor
Celent Innovation & Insight Week 2021 Recap
Blogs | Mar 17th 2021 | Jamie Macgregor
Celent Innovation & Insight Week 2021 Recap
15th Annual I&I Event Highlights Acceleration in New Technology Deployment
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Reports | Mar 12th 2021 | Neil Sheehan
Intelligent Automation in Wealth Management
Reports | Mar 12th 2021 | Neil Sheehan
Intelligent Automation in Wealth Management
The Intersection of RPA and AI
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Reports | Mar 9th 2021 | Neil Katkov
Credit Suisse: Risk360 Advanced Risk Analytics Platform
Reports | Mar 9th 2021 | Neil Katkov
Credit Suisse: Risk360 Advanced Risk Analytics Platform
Celent Model Risk Manager of the Year Award 2021
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Reports | Mar 9th 2021 | Awaad Aamir
BNY Mellon | Pershing: NetXInvestor® Site Builder
Reports | Mar 9th 2021 | Awaad Aamir
BNY Mellon | Pershing: NetXInvestor® Site Builder
Winner of Celent Model Wealth Manager 2021 Award for Client Experience
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Reports | Mar 8th 2021 | Neil Sheehan
Morgan Stanley: Portfolio Risk Platform
Reports | Mar 8th 2021 | Neil Sheehan
Morgan Stanley: Portfolio Risk Platform
Winner of Celent Model Wealth Manager 2021 Award for Products / Platforms
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Blogs | Mar 8th 2021 | Neil Sheehan
Announcing Our Model Wealth Manager 2021 Award Winners!
Blogs | Mar 8th 2021 | Neil Sheehan
Announcing Our Model Wealth Manager 2021 Award Winners!
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
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Reports | Mar 8th 2021 | Ashley Longabaugh
Merrill Lynch: Client Engagement Workstation: The Reimagined Advisor Desktop
Reports | Mar 8th 2021 | Ashley Longabaugh
Merrill Lynch: Client Engagement Workstation: The Reimagined Advisor Desktop
Winner of the Celent Model Wealth Manager 2021 Award for Emerging Technology
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Blogs | Mar 1st 2021 | Dan McCoach
Walmart Entering Fintech
Blogs | Mar 1st 2021 | Dan McCoach
Walmart Entering Fintech
Walmart & Ribbit to Create Fintech Platform
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Reports | Feb 25th 2021 | Ashley Longabaugh
Front-to-Middle Office Platforms: North American Wealth Management Edition
Reports | Feb 25th 2021 | Ashley Longabaugh
Front-to-Middle Office Platforms: North American Wealth Management Edition
2021 Vendor Spectrum, Powered by VendorMatch
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Blogs | Feb 6th 2021 | Eiichiro Yanagawa
Becoming a Tech Leader in the New Normal
Blogs | Feb 6th 2021 | Eiichiro Yanagawa
Becoming a Tech Leader in the New Normal
Technology as a priority for financial institutions in Japan/APAC
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Reports | Jan 22nd 2021 | Awaad Aamir
Using Digitization to Reshape Wealth in the Post-Covid Era
Reports | Jan 22nd 2021 | Awaad Aamir
Using Digitization to Reshape Wealth in the Post-Covid Era
As firms pursue front-to-back office digitization, this report explores several strategies being employed including modernization of core busine…
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Reports | Jan 22nd 2021 | Brad Bailey
Outsourced Trading: The Buy Side Front Office as a Service
Reports | Jan 22nd 2021 | Brad Bailey
Outsourced Trading: The Buy Side Front Office as a Service
The Opportunity and the Challenge
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Blogs | Jan 13th 2021 | Neil Katkov
The Growing Case for Fraud and AML Convergence
Blogs | Jan 13th 2021 | Neil Katkov
The Growing Case for Fraud and AML Convergence
Financial institutions maintain two large and complex operational regimes dedicated to fighting financial crime. Both are laden with technology operated by armies of professionals dedicated to rooting out criminal activity. Why not combine them and reap the benefits in increased efficiency, lowered costs, and improved analytical insights?
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Reports | Dec 14th 2020 | Ashley Longabaugh
Front-to-Middle Office Platforms: 2020 EMEA Wealth Management Edition
Reports | Dec 14th 2020 | Ashley Longabaugh
Front-to-Middle Office Platforms: 2020 EMEA Wealth Management Edition
Trends in Client Feedback 2016-2020
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Blogs | Dec 6th 2020 | Eiichiro Yanagawa
Future of Cloud in Financial Services
Blogs | Dec 6th 2020 | Eiichiro Yanagawa
Future of Cloud in Financial Services
Celent’s Coverage of Advances in Financial Services Technology in the Age of Cloud | Japanese Webinar Series
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Reports | Dec 4th 2020 | Neil Sheehan
The Document Management System
Reports | Dec 4th 2020 | Neil Sheehan
The Document Management System
Beating Heart of the Wealth Management Enterprise
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