2022/11/13
Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
bdt global
Email
Call back
Website
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
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
Research related to Omnibot
-
-
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…
-
2022/10/31Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
-
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…
-
2022/09/20Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
-
2022/09/17Banks have been trying for years to implement artificial intelligence programs to improve their client experiences and fend off increasing compe…
-
2022/08/07In the insurance industry - where profit margins vary widely based on catastrophes on the property casualty side and are usually razor thin on t…
-
2022/08/02Banking is one of the most data-intensive industries, with data woven into every facet of client experience, banking operations, and servicing.…
-
2022/06/08I recently joined the Celent Corporate Banking Practice, having spent most of my career working at the intersection of business and technology w…
-
2022/05/14Over the past week, I had the great opportunity to present at two events – Celent’s inaugural Asia webinar series and the Toronto Machine Learni…
-
2022/03/29ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
-
2022/03/16Before vendor-built conversational interactive voice response (IVR) systems were widely available, Alior Bank embarked on an ambitious program t…
-
2022/03/15Taiwan Life saw an opportunity to be the first to leverage new digital data from the government’s e-health initiative, using machine learning (M…
-
2022/03/15The FWD Group Data team developed a smart insurance framework, an AI-everywhere approach that aims to transform the insurance journey by leverag…
-
2022/03/14Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…
Research related to Omniapps
-
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…
-
2022/10/31
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
-
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…
-
2022/03/29Last 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…
-
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…
-
2021/12/06The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/09/29Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
-
2021/09/27The digitization of banking and the componentization of and improvements in its technologies has led to blurring lines of demarcation between tr…
-
2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/06/28Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
-
2021/03/24Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
-
2021/03/08The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
-
2020/12/04The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
-
2020/11/10This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
-
2020/03/08Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
Research related to Omnidocs
-
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…
-
2022/10/31
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
-
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…
-
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…
-
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…
-
2021/12/06
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/09/29
Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
-
2021/09/27
The digitization of banking and the componentization of and improvements in its technologies has led to blurring lines of demarcation between tr…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/06/28
Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
-
2021/03/24
Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
-
2021/03/08
The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
-
2020/12/04
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
-
2020/11/10
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
-
2020/03/08
Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…