Wealth Management | Our insights

Hybrid Digital Advice: Pathway To Personalization At Scale 22 May 2019 Report William Trout
The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot” m…
Client Reporting: The Shift In Delivery From Low-Value Data To High-Value Information 21 May 2019 Report Ashley Longabaugh
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indus…
The Digitization of Everything 16 May 2019 Blog William Trout
It is today axiomatic that technology, its ubiquity fueled by the API and the Cloud based platform, is a lever for innovative startups to catch o…
What's New in the European Wealth Management Front-to-Back Office Vendor Market? 9 May 2019 Blog Ashley Longabaugh
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provid…
AI in AML: From Experimentation to Operationalization 8 May 2019 Blog Arin Ray
Early last year we predicted 2018 to be a critical year for operationalization and wider adoption of artificial intelligence (AI) and machine lea…
Key Areas of Growth for the US Retail, Self-Directed Brokerage Market 30 April 2019 Blog Ashley Longabaugh
In our latest report, US Self-Directed Market: The Evolving Marketplace and Associated Impact, Will and I discuss the outlook for the US retail b…
US Self-Directed Market Study 29 April 2019 Report Ashley Longabaugh and William Trout
Shifts in the core client base, diverging expectations across client demographics, a stricter regulatory environment, internal and client-facing…
Client Reporting - A Missed Opportunity for Wealth Managers? 24 April 2019 Blog Ashley Longabaugh
Client reporting is not new to the wealth management industry - wealth managers are required to provide portfolio and investment reporting to the…
BNY Mellon’s Pershing: Investor Biometric Payment Acknowledgment 12 April 2019 Report Ashley Longabaugh and David Himmel
Celent recognizes BNY Mellon’s Pershing as the winner of the Model Wealth Manager 2019 Innovation Award for their initiative Investor Biometric P…
Deutsche Bank Spain: New Investment Report Experience 12 April 2019 Report Ashley Longabaugh and David Himmel
Celent recognizes Deutsche Bank Spain as the winner of the Model Wealth Manager 2019 Client Experience Award for its initiative New Investment Re…
Bridging the Advice Gap: Fidelity Investments Scales Delivery Via Hybrid Model 12 April 2019 Report William Trout
Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2019 Products and Platforms Award for their initiative Fidelity…
benefitRFP: riskDIAGNOSTIC 12 April 2019 Report Neil Katkov
Celent recognizes benefitRFP as the winner of the Model Asset Manager 2019 Innovation in Risk Award for their initiative riskDIAGNOSTIC. benefitR…
ODDO BHF Asset Management: OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale 12 April 2019 Report David Easthope
Celent recognizes ODDO BHF Asset Management as the winner of the Model Asset Manager 2019 Core Transformation Award for their initiative OBAM Tea…
Legg Mason Enterprise Data Hub Invigorates Wholesaler Distribution via Analytics 12 April 2019 Report William Trout
Celent recognizes Legg Mason as the winner of the Model Asset Manager 2019 Distribution Award for their initiative Sales and Marketing Analytics…
Winners of the 2019 Model Asset Manager and Model Wealth Manager Awards 12 April 2019
Celent recognizes 6 winners for the 2nd annual Model Asset Manager and Model Wealth Manager awards.In 2018 Celent introduced the Model Wealth Ma…

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