2023/01/22
In times of economic stress, with high inflation, increasing borrowing costs, and exchange rate volatility, tools for managing liquidity become…
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
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Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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2023/01/22
In times of economic stress, with high inflation, increasing borrowing costs, and exchange rate volatility, tools for managing liquidity become…
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2023/01/21
In late 2022 I posted on the criticality for treasuries to manage cash and liquidity, It’s all About the Cash – Thoughts from AFP 2022. In respo…
-
2022/12/12
Have you wondered what changes were implemented for underwriting during the pandemic and how life insurance underwriting changed over the past t…
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2022/11/30
COVID-19 and the underlying macroeconomic environment forced life insurers to deeply examine their product offerings and business processes beca…
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2022/11/29
Since the onset of COVID-19, the life insurance industry had to make some dramatic changes. The pandemic forced life insurers to digitize rapidl…
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2022/11/13
Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
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2022/10/25
Celent conducted a survey of producers with a set of questions covering management issues related to the use of technology, digital transformati…
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2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
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Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
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Banks have been trying for years to implement artificial intelligence programs to improve their client experiences and fend off increasing compe…
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Life Insurance Underwriting - Is It Changing Fast Enough? Every two years we do a deep dive into life insurance underwriting systems. We look at…
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A recent Financial Times article by journalist Dave Lee discusses the tension between humans and the “drive” towards autonomous vehicles. “Buckl…
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2022/12/12
Have you wondered what changes were implemented for underwriting during the pandemic and how life insurance underwriting changed over the past t…
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2022/11/30
COVID-19 and the underlying macroeconomic environment forced life insurers to deeply examine their product offerings and business processes beca…
-
2022/11/29
Since the onset of COVID-19, the life insurance industry had to make some dramatic changes. The pandemic forced life insurers to digitize rapidl…
-
2022/10/25
Celent conducted a survey of producers with a set of questions covering management issues related to the use of technology, digital transformati…
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2022/09/13
Life Insurance Underwriting - Is It Changing Fast Enough? Every two years we do a deep dive into life insurance underwriting systems. We look at…
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In this report, we look at how data solutions play a role to provide support for actuary and underwriting functions in the insurance value chain…
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