Wealth Management | Our insights

NexJ CRM is Free (for now) and you should try it 21 May 2020 Blog Awaad Aamir
The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
Greenwashing of the ESG Industry: Using ML to Demystify ESG Fund Ratings 15 May 2020 Blog Ashley Longabaugh
Environmental, Social, and Governance (“ESG”) investing has gained interest from all investor types, perhaps led by the millennial client, over…
Offerings and Technologies That are Enabling and Powering Data Science in Financial Institutions 13 May 2020 Blog Cubillas Ding
Celent recently released a body of COVID-19 response related resources and perspectives, and this includes my recent report pertaining to the ex…
Wealth Management Client Onboarding Platforms 7 May 2020 Report Awaad Aamir and Andrew Schwartz
In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
Financial Firms and Vendors Consider Themselves Well Prepared: Polling the Innovation and Insight Day Audience During the Pandemic 1 May 2020 Report Daniel W. Latimore and Dennis Kong
Celent asked attendees of our live Innovation and Insight presentation on April 16 four questions. We were curious about the effectiveness of wo…
2020: A Year Like None Other 29 April 2020 Blog Ashley Longabaugh
This week I returned from maternity leave and one could say that the world is a very different place from when I went on leave in July 2019. Reg…
Disruptive Data Monetization Technologies in Financial Services: Strategic Technology Choices in Japan 29 April 2020 Report Eiichiro Yanagawa
Financial institutions around the world have been increasingly focusing on open APIs and data usage, seeing great potential in these new busines…
Accelerating Business Analysis & Response Kinetics in Uncertain Times: How NextGen Quantitative-Data Science Will Prove Their Mettle 28 April 2020 Report Cubillas Ding
Against the urgent backdrop and the scale of the current pandemic challenges, what poses the biggest complications for financial institutions ar…
The New Minimum: How Financial Institutions Must Redefine Their Cost Structures 28 April 2020 Report
As the number of cases of the Coronavirus (COVID-19) increases, the focus of companies continues to be on limiting the direct impact on employee…
Lessons Learned from Celent’s I&I Day 21 April 2020 Blog Nick Bockh
Celent’s Innovation & Insight (I&I) Day—a deep dive into key financial services technology themes and case studies—took on an entirely new forma…
5G is (Almost) Here: What Wealth Managers Should Know Now, and How They Should Prepare 19 April 2020 Report William Trout
5G is rolling out around the world, COVID-19 notwithstanding. It’s 10 to up to 100 times as fast as its predecessor 4G, has higher capacity, and…
PIMCO PRO and Portfolio Analysis Tools 16 April 2020 Report | Video William Trout
Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
St. James’s Place: New Business Innovation 16 April 2020 Report | Video William Trout
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
Fidelity Investments: Integration Xchange 16 April 2020 Report | Video Neil Sheehan
Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2020 Products and Platforms Award for their initiative Integrat…
Credit Suisse: Portfolio Opportunity Finder 16 April 2020 Report Awaad Aamir
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…

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