2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
Avaloq
Research related to Avaloq Banking Suite
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2023/03/29The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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2023/03/29Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/03/03It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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2023/02/24Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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2022/09/30Experiencing 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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2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
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2022/05/16The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
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2021/08/02"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
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2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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2021/05/18As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
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2021/04/29
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
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2021/04/07Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
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2021/03/08
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
Research related to Avaloq Core
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2023/05/16Celent recently hosted an in-person event, Navigating Turbulence, in New York City. I had the great opportunity to lead the cloud computing sess…
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2023/05/12It used to be that one could revisit the market for core platforms every few years and find that not much had changed. Banks had little appetite…
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2023/04/04Legacy modernization is one of those perennial considerations for most established banks. Bank platforms have a fundamental impact on the effect…
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2023/03/06It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted two years ago. Whe…
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2023/02/20The shift to customer-centric product propositions in an API-driven, ecosystem world is driving a dramatic shift in partnership strategies (such…
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2023/01/05Just before Christmas, the UK banking regulators fined TSB Bank £49m for operational risk management and governance failures relating to a core…
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2022/12/15A traditionally slow moving and staid market, core banking platforms in the last 5-10 years are emerging as one of the key pieces to long-term t…
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2022/12/14The core banking system revolutionized the ability of the retail banking sector to achieve scale. However, what were initially key enablers have…
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2022/11/11Over 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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2022/10/31Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
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2022/10/23A major difference between neobanks and traditional banks lines in pricing. Indeed, while neobanks invariably deliver a strong, intuitive digita…
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2022/08/06As banks chart their course through the imperative of digital transformation, one increasingly common approach is to launch a digital bank on a…
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2022/06/15About the Interview: We chatted with Jeffrey Severjin, Chief Technology officer of five°degrees, about its °neo core banking engine. About five°…
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2022/06/15About the Interview: We chatted with Travers Clarke-Walker, Thought Machine's Chief Marketing Officer, about its core banking system Vault. Abou…
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2022/06/15About the Interview: We chatted with Michael Haney, Head of Digital Core for Technisys, about Cyberbank, the firm's Digital Engagement accelerat…