
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
Subject to reasonable use.
Subject to reasonable use.
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
Global custodian banks, or traditional finance providers (TradFi), are feeling the pressure to meet the needs of their clients investing, or pla…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
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…
HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
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…
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
The global pandemic forced many insurers to accelerate the digitalization of their businesses. This came with a record number of policy administ…
The last two years have seen life insurers move from complete uncertainty as to how to handle the change COVID thrust upon them to them making t…
Celent profiles 19 PAS in use or being marketed for the administration of North America group and voluntary life protection products, annuities,…
The benefits of legacy conversion are well known: access to modern digital capabilities and flexibility to continue to adapt. The challenge has…
Since our last update to this report, Celent has seen an increased interest from vendors in the life policy administration system market in LATA…
In this eighth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we prof…
The life policy administration system vendor market in Europe, the Middle East, and Africa is difficult to navigate. While insurers tend to have…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
Global custodian banks, or traditional finance providers (TradFi), are feeling the pressure to meet the needs of their clients investing, or pla…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
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…
HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
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…
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
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…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
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…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム(RSM)は、バイサイドのフロン…
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…