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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 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 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 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 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 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 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 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…
RegTech on the Rise: Transforming Compliance into Competitive Advantage 13 June 2018 Report
Financial services regulation has expanded at an astounding rate since the financial crisis — and, consequently, so has the cost of regulatory co…
Featured Analyst: Neil Katkov, PhD 13 June 2018 Blog Neil Katkov
Neil Katkov, a California native who lived in Japan for 20 years, oversees Celent’s Risk Management & Compliance segment, which covers all financ…
The Potential of Bots for Financial Advisors: On Symphony's Secure Collaboration Platform 31 May 2018 Report Kelley Byrnes
In this Insight, we share our perspectives on how Symphony can be used within Wealth Management to deliver actionable alerts to financial advisor…
Ranking the CRM Vendors for Wealth Management: An Overview of the North American Market 31 May 2018 Report Ashley Longabaugh
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
Digital for risk and compliance 23 May 2018 Blog Cubillas Ding
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
The Hybrid Advice Market Rush: What solutions will advisors need? 21 May 2018 Blog Kelley Byrnes
In the United States, the largest wealth managers, including JPM, UBS, and Merrill Lynch, are adding resources to strengthen and expand their hyb…
Actionable Insights for Financial Advisors: Detailed Data-Driven Opportunities 17 May 2018 Report Kelley Byrnes
The report is interested specifically in high value-added, detailed, data-driven, client-specific opportunities, rather than more generic opportu…

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