This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
Research related to BooX Platform
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2024/04/25
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2024/04/22
Loan origination system (LOS) technology has changed more in the last five years than it had in the previous 20. Market dynamics are shifting as…
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2024/03/29
AML operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately, new technology is ava…
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2024/03/21
The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
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2024/03/21
Legacy technology can be a significant barrier to efficient operations in anti-money laundering and financial crime compliance. Banco do Brasil…
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2024/03/21
ING was looking to accelerate the digitisation of its offerng in the FX markets - a market which is the largest in the world by traded volume, b…
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2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
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2024/03/20
DBS Bank, one of the largest banks in the Asia-Pacific region, has a long-standing reputation for innovation. With AI becoming a more pervasive…
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2024/03/20
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)…
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2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
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2024/03/13
Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
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2024/03/05
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
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2024/02/26
In Celent's enterprise data enablement survey a few years ago, both asset managers and asset owners indicated a renewed trajectory towards enhan…
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2024/02/21
Watchlist screening has become the most-scrutinized area of AML compliance, and vendor solutions are evolving rapidly, driven by AI, machine lea…
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2024/02/16
Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…