
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
For the first several years of the insurtech movement, the conventional wisdom from the tech-industry founders looking to disrupt insurance was…
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Shifting customer expectations are creating a new need for new business models. As the current workforce ages, insurers are exploring new distri…
The digital experience for agents is becoming a new strategic battleground for insurance companies. Digital capabilities are being extended acro…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…