Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
Research related to Experlogix Document Generation and Automation Solution
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2024/04/29
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2024/04/25
Throughout history, insurance has provided protection to countless individuals and businesses. However, alongside the insurance industry, insura…
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2024/04/25
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
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2024/04/25
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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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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2024/04/09
Traditionally, the reconciliations process and technology have been seen as a "back-office" problem and have not received sufficient investment.…
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2024/04/09
Regulatory requirements related to data management have evolved from broad guidelines to specific requirements across a multitude of data qualit…
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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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2024/03/27
Life insurers were forced to digitize the sales process during the pandemic. Their move to direct-to-consumer sales (D2C) saw its peak (7+% of t…
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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
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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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
In a payments market dominated by a few large players, it would be excusable to sound a defeatist note and focus elsewhere. However, HDFC Bank w…
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2024/03/21
PKO Bank Polski was the first bank in Poland and one of the few in the world to independently provide its customers with a Buy Now Pay Later (BN…
Research related to Experlogix CPQ (Configure, Price, Quote)
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2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/09/27
It would be a stretch to say that Sibos news and chatter was dominated by generative AI (or Gen AI). After all, for banks at least, we are still…
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2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2023/08/21
The current banking crisis in 2023 has so far focused on large regional and national banks that have had liquidity issues leading to a bank run…
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2023/04/19
Celent has released a new report specifically for digital banking channel owners that covers specialized fintech, rising competition from non-ba…
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2022/11/11
Over three weeks in September 2022, Celent Banking team ran an online survey where we invited our contacts in the industry – clients and non-cli…
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2022/10/31
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
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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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2022/06/30
A customer management (CM) strategy is a critical component of making the customer experience a seamless and engaging event for any insurer. Cus…
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2022/05/11
Snap polls reflect questions posed by members of the Celent Executive Panel, a group of C level executives in the insurance industry. This quest…
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2022/04/18
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…
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2022/03/29
Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
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2022/03/15
The imperative for financial institutions (FIs) to undergo digital transformation has only increased during the past two years. Many FIs are in…
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2022/03/15
Legend, an open source technology platform offered by Goldman Sachs and FINOS, tackles the rapidly growing challenge of ensuring timely access t…
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2022/03/14
Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…