2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
Research related to InvestEdge
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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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2023/02/27Industry standards are defined by industry-wide acceptance. It is that universality that makes them so hard to establish, and so useful once the…
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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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2023/01/30Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
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2022/10/31Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
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2022/10/28Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
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2022/10/23Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resilience and agility in Risk func…
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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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2022/06/15Digital technologies including big data analytics, artificial intelligence, cloud, and APIs have already transformed customer-facing functions a…
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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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2022/03/29The last 24 months have seen tectonic shifts in cloud adoption and openness to the cloud in financial services. The forces of digitalization, in…
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2022/03/15Congratulations to Celent's Model Risk Manager 2022 Award winners: ABN AMRO, BNP Paribas S.A., DBS Bank, Fincare Small Finance Bank, Forcht Bank…
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2022/03/15Fincare Small Finance Bank transformed its manual risk audit procedures to a centralized digital model. The bank had built a digital front end f…