Wealth management
Wealth management insights from Celent
Blogs | Jul 20th 2021 | Daniel W. Latimore
Google Trends Has Nothing on Celent's Metadata!
Blogs | Jul 20th 2021 | Daniel W. Latimore
Google Trends Has Nothing on Celent's Metadata!
What do Celent's clients ask us about?
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Reports | Jul 19th 2021 | Awaad Aamir, Ashley Longabaugh
CRM Platforms: North America Wealth Management Edition
Reports | Jul 19th 2021 | Awaad Aamir, Ashley Longabaugh
CRM Platforms: North America Wealth Management Edition
2021 XCelent Awards, Powered By Vendor Match
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Webinars, Videos | Jul 14th 2021 | Awaad Aamir, Patricia Hines, CTP, Neil Katkov, Daniel W. Latimore, Dan McCoach, Bob Meara, Arin Ray, Andrew Schwartz, Monica Summerville
The Customer Engagement Imperative in Financial Services Webinar
Webinars, Videos | Jul 14th 2021 | Awaad Aamir, Patricia Hines, CTP, Neil Katkov, Daniel W. Latimore, Dan McCoach, Bob Meara, Arin Ray, Andrew Schwartz, Monica Summerville
The Customer Engagement Imperative in Financial Services Webinar
The notion that the customer comes first seems blindingly obvious, but truly executing against that simple saying is an area where many financia…
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Reports | Jul 12th 2021 | Monica Summerville
State of Play: Capital Markets & Crypto
Reports | Jul 12th 2021 | Monica Summerville
State of Play: Capital Markets & Crypto
Checking in on Financial Institutions and their crypto offerings across asset servicing, IB/global markets & wealth
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Blogs | Jul 7th 2021 | Daniel W. Latimore
Accepting submissions for Celent’s Model Awards Program 2022
Blogs | Jul 7th 2021 | Daniel W. Latimore
Accepting submissions for Celent’s Model Awards Program 2022
Celebrating the effective use of technology in the financial services industries
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Blogs | Jun 7th 2021 | Eiichiro Yanagawa
The new normal in 2021: Has your IT strategy shifted gears from survive to thrive?
Blogs | Jun 7th 2021 | Eiichiro Yanagawa
The new normal in 2021: Has your IT strategy shifted gears from survive to thrive?
Celent Survey—IT Priorities in the Post-pandemic World
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Webinars | Jun 2nd 2021 | Awaad Aamir, Ashley Longabaugh
Innovation & Insight Week 2021: Wealth Management Session Webinar Replay
Webinars | Jun 2nd 2021 | Awaad Aamir, Ashley Longabaugh
Innovation & Insight Week 2021: Wealth Management Session Webinar Replay
Accelerate! Wealth Management Personalized Advice and Services
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Webinars, Videos | Jun 1st 2021 | Daniel W. Latimore, Jamie Macgregor
Innovation & Insight Week 2021: Plenary Session Replay
Webinars, Videos | Jun 1st 2021 | Daniel W. Latimore, Jamie Macgregor
Innovation & Insight Week 2021: Plenary Session Replay
Plenary Session: Accelerate!
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Reports | May 18th 2021 | Awaad Aamir, Andrew Schwartz
Wealth Management Technology Forecast 2022: Prospering in the Post-Pandemic Paradigm
Reports | May 18th 2021 | Awaad Aamir, Andrew Schwartz
Wealth Management Technology Forecast 2022: Prospering in the Post-Pandemic Paradigm
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
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Blogs | May 6th 2021 | Neil Sheehan
Advicent: An Acquired Taste
Blogs | May 6th 2021 | Neil Sheehan
Advicent: An Acquired Taste
Acquisition Frenzy for Financial Planning Software
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Blogs | Apr 29th 2021 | Eiichiro Yanagawa
Recap of Model Award Winner Case Studies 2021 | Accelerate!
Blogs | Apr 29th 2021 | Eiichiro Yanagawa
Recap of Model Award Winner Case Studies 2021 | Accelerate!
Innovation & Insight Week 2021 | Webinars in Japanese
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Reports | Apr 29th 2021 | Neil Sheehan
Accelerate! Digital Transformation in Wealth Management
Reports | Apr 29th 2021 | Neil Sheehan
Accelerate! Digital Transformation in Wealth Management
An Overview from Celent’s I&I Week 2021
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Reports | Apr 20th 2021 | Neil Sheehan
Direct Indexing: The DIY Arms Race for Wealth Managers
Reports | Apr 20th 2021 | Neil Sheehan
Direct Indexing: The DIY Arms Race for Wealth Managers
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
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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 26th 2021 | Eiichiro Yanagawa
Recap of Model Awards Program 2021 | Accelerate!
Blogs | Mar 26th 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 16th 2021 | Jamie Macgregor
Celent Innovation & Insight Week 2021 Recap
Blogs | Mar 16th 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 8th 2021 | Awaad Aamir
BNY Mellon | Pershing: NetXInvestor® Site Builder
Reports | Mar 8th 2021 | Awaad Aamir
BNY Mellon | Pershing: NetXInvestor® Site Builder
Winner of Celent Model Wealth Manager 2021 Award for Client Experience
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