Wealth Management | Our insights | Page 2

Announcing Celent Model Wealth and Asset Manager 2020 Award Winners 16 April 2020 Blog Neil Sheehan
Today we are announcing the winners of Celent Model Wealth and Asset Manager 2020 Awards. Our annual Model Wealth and Asset Manager program was…
Wealth Management Flash Briefing April 2020 15 April 2020 Blog Neil Sheehan, Awaad Aamir, and William Trout
Celent's Wealth Management team discusses how COVID-19 impacts recent reports. Reports discussed: Digitizing Estate PlanningAwaad AamirHands-on…
Human Behavior is Changing…and so is Financial Institution investment in Technology 13 April 2020 Blog Awaad Aamir
Amid the coronavirus pandemic, financial institutions are still figuring out the implications for their bottom line technology spend. While it i…
Mphasis NextAngles: Automating KYC UBO Due Diligence With AI 9 April 2020 Report Arin Ray
Mphasis recently briefed Celent about the NextAnglesTM KYC UBO hierarchy assessment solution and showed a demonstration of the solution. This br…
Adapting to the New Normal 9 April 2020 Blog Eiichiro Yanagawa
Lockdowns Spreading throughout APAC On March 17, the Heritage Foundation, a U.S. think tank, declared Singapore the "freest economy" in the worl…
Digital Estate Planning: COVID Proofing your Estate 8 April 2020 Report Awaad Aamir
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
Proxy Voting: Investing With Your Ballot 6 April 2020 Report Neil Sheehan
Amid COVID-19 panic and recovery, proxy season, and a US presidential election year, proxy voting is in the spotlight. These factors, along with…
In Response to COVID-19: Virtual AGMs 5 April 2020 Blog Neil Sheehan
As we enter April, proxy season kicks off with the majority of public companies starting to host their annual general meetings (AGMs). Amidst CO…
COVID-19 has unleashed a new low in financial crime 3 April 2020 Blog Neil Katkov
We are likely entering a prolonged period of heightened vulnerability to fraud and other financial crime due to criminal activity exploiting COV…
Working from home with five young kids 31 March 2020 Blog Tom Scales
I am sure you’ve been reading about Working from Home and how to make the experience work. Maybe you work from home occasionally. Maybe you even…
Push Not Pull 24 March 2020 Blog William Trout
In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
How is your company handling the rush to Work from Home (WFH)? 23 March 2020 Blog Keith Raymond
Businesses are being amazingly adaptable to the COVID-19 crisis, what will the social implications be to virtualizing and isolating the workforc…
Cutting the Regulator Some Slack 22 March 2020 Blog William Trout
So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
New Normal in 2020 19 March 2020 Blog Eiichiro Yanagawa
For the workers at large-scale Japanese companies, including financial institutions, the daily commute has always been an important aspect of bu…
COVID-19 Resource Center 18 March 2020 Blog
The rapid spread of the Coronavirus is impacting organizations around the world. Stay informed with the latest thinking from across Oliver Wyman…

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