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Wealth Management

Insights
Wealth Management technology research and academic reports, case studies, benchmarking and software vendor landscape quadrants reviews affecting fund managers, hedge funds and asset managers from leading analyst and advisory firm Celent. Analysis and advice services cover trading, front office portfolio management, middle office and back office solutions and functionality.
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Search sorts the results in order of most closely matching the search criteria. Items that match fewer clauses are ranked lower. The order is then chronological. Newer reports matching part of the search criteria are therefore ranked under older reports matching all the criteria. You can use this filter to ensure you are seeing only our latest content.
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  • Featured Analyst: Eiichiro Yanagawa
    Featured Analyst: Eiichiro Yanagawa 15 October 2018 Blog Eiichiro Yanagawa
    Eiichiro Yanagawa has been a lifelong analyst/researcher/consultant, and he continues to analyze the industry to propose innovations no matter wh…
  • Bridging the Trust-Brokerage Divide: The Movement Toward a Common Advisory Platform
    Bridging the Trust-Brokerage Divide: The Movement Toward a Common Advisory Platform 28 September 2018 Report William Trout
    Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
  • On-Demand Webinar: AI-Enabled Front Office for Retail, Private, Corporate, and Institutional Banking
    On-Demand Webinar: AI-Enabled Front Office for Retail, Private, Corporate, and Institutional Banking 21 September 2018 Webinar Joséphine de Chazournes
    Celent foresees that the salespeople and client representatives will have to leverage AI technology to keep serving their clients in an efficient…
  • Model Wealth Manager and Asset Manager 2019 Nominations Windows are Open!
    Model Wealth Manager and Asset Manager 2019 Nominations Windows are Open! 6 September 2018 Blog Ashley Longabaugh
    Celent is pleased to announce that we are now accepting nominations for the 2019 Model Wealth Manager and Asset Manager ("WAM") Awards program! F…
  • Customer Analytics: The Benefits of Big Brother
    Customer Analytics: The Benefits of Big Brother 6 September 2018 Report Kelley Byrnes and Ashley Longabaugh
    Celent's 2014 report Don’t Be Creepy: Analytics and the Client Experience found clients did not react positively to contextual messaging leveragi…
  • Artificial Intelligence Meets Asset and Wealth Management
    Artificial Intelligence Meets Asset and Wealth Management 27 August 2018 Blog David Easthope
    I am looking forward to being a moderator at SS&C Deliver in Las Vegas on September 13. The panel is titled Artificial Intelligence Meets Asset a…
  • Current Initiatives at Online Brokerage Firms in the UK and US
    Current Initiatives at Online Brokerage Firms in the UK and US 14 August 2018 Blog Ashley Longabaugh
    I recently researched the US and UK online brokerage markets in my report, The US and UK Online Retail Brokerage Markets: Market Trends, Client S…
  • Demystifying Artificial Intelligence in Wealth Management: The Tools Supporting Data Science and the Rise of DataOps
    Demystifying Artificial Intelligence in Wealth Management: The Tools Supporting Data Science and the Rise of DataOps 8 August 2018 Report Kelley Byrnes, Craig Beattie, Nicolas Michellod, and Zao Wu
    Various models for the data science workflow, each differing slight according to the field of application, have an important role. In addition, d…
  • Fighting Back: Asset Managers Target Distribution
    Fighting Back: Asset Managers Target Distribution 6 August 2018 Report William Trout
    Asset managers, particularly midsize firms, are seeking to make it easy for advisors to engage. Will investment in tools and technology for the a…
  • Building Your DevOps Chops in Wealth and Asset Management
    Building Your DevOps Chops in Wealth and Asset Management 1 August 2018 Report Kelley Byrnes and Craig Beattie
    With DevOps, you can imagine “the machine in the cloud.” DevOps is a different way of thinking about IT for core businesses. It presents an intri…
  • Featured Analyst: Karen Monks
    Featured Analyst: Karen Monks 31 July 2018 Blog Karen Monks
    Karen Monks started her career as a financial analyst but a job in management consulting ultimately led her to life insurance operations and tec…
  • The US and UK Online Retail Brokerage Markets
    The US and UK Online Retail Brokerage Markets 23 July 2018 Report Ashley Longabaugh
    In this report, Celent aims to provide an overview of the UK and US online retail brokerage markets with particular attention to market trends, c…
  • Next Generation of Sales Assistants in Banking: From CIM to Smart Bots and Whispering Agents
    Next Generation of Sales Assistants in Banking: From CIM to Smart Bots and Whispering Agents 9 July 2018 Report Joséphine de Chazournes
    Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
  • Data to Actively Manage ESG Investing
    Data to Actively Manage ESG Investing 9 July 2018 Report | Webinar Kelley Byrnes
    This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
  • Featured Analyst: Craig Beattie
    Featured Analyst: Craig Beattie 29 June 2018 Blog Craig Beattie
    Craig Beattie, like many of the talented and gifted folks in insurance, arrived in the industry by accident, joining a startup looking to auction…
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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

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