2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
Research related to Objectway Technology
-
-
2023/09/20This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
-
2023/08/26This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
-
2023/06/27With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/30Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
-
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…
-
2023/03/29Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
-
2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
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…
-
2023/02/23Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
-
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…
-
2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
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…
-
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…
-
2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Research related to Objectway Platform - Core Banking Operations
-
2023/12/05Banking and banking technology are undergoing massive change. New business models and market strategies driven by neobanks and fintechs have pus…
-
2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/09/13We chatted with Sonny Singh, the Executive Vice-President and General Manager of Oracle Financial Services, about Oracle's cloud-based core bank…
-
2023/08/31Despite challenges posed by the macroeconomic environment, North American (NA) retail bank technology spending will grow by 3.5% in 2023. The hi…
-
2023/08/21The 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…
-
2023/07/17Agility is one of the standout technology priorities for retail banks this year. While the operating environment remains challenging, many banks…
-
2023/07/11Retail banks face an array of pressures around pricing. Competition means banks must create innovative value propositions through bundled capabi…
-
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…
-
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…
-
2023/04/04Legacy modernization is one of those perennial considerations for most established banks. Bank platforms have a fundamental impact on the effect…
-
2023/03/04It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted three years ago. W…
-
2023/02/20The shift to customer-centric product propositions in an API-driven, ecosystem world is driving a dramatic shift in partnership strategies (such…
-
2023/01/05Just before Christmas, the UK banking regulators fined TSB Bank £49m for operational risk management and governance failures relating to a core…
-
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…
-
2022/12/14The core banking system revolutionized the ability of the retail banking sector to achieve scale. However, what were initially key enablers have…
Research related to Objectway On-Cloud
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
2023/09/20
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
-
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…
-
2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
-
2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/29
Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
-
2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
2023/02/23
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
-
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…
-
2022/07/24
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…
-
2022/05/16
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
-
2021/11/17
Not long ago insurers were resistant (or, at best hesitant) to move legacy data and applications to any place outside of the control of their ow…
-
2021/08/17The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
Research related to Objectway Platform - Investor & Advisor Portal, Client Onboarding
-
2023/09/20
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
-
2023/08/27Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
-
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…
-
2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/17Digitizing commercial customer onboarding is like using starting blocks in a sprint. It improves performance along numerous dimensions and gener…
-
2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
2023/02/23
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
-
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…
-
2022/08/06As banks chart their course through the imperative of digital transformation, one increasingly common approach is to launch a digital bank on a…
-
2022/07/24
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…
-
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…
-
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…
-
2022/03/13BNP Paribas S.A. implemented One KYC, a utility for collecting, storing, and maintaining information and documents for know-your-customer (KYC),…
Research related to Objectway Platform - Mutual Fund Administration
-
2023/10/19The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
-
2023/02/28Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
-
2023/01/18Global custodian banks, or traditional finance providers (TradFi), are feeling the pressure to meet the needs of their clients investing, or pla…
-
2022/03/17HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
-
2022/02/09I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
-
2021/09/25Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
-
2021/04/11Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
-
2021/03/29Owing to a confluence of regulatory, structural and pandemic-related factors, NAV Oversight and Contingency is in focus. Not only are Asset Mana…
-
2020/12/11The 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…
-
2020/12/08The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/10/29Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
-
2020/10/28Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
-
2020/10/26Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
-
2020/10/21New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
-
2020/10/20The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research related to Objectway Platform - BPaaS
-
2023/03/08Are emerging technologies providing cost-effective options to manage closed block policies? In the L&A insurance segment, millions of policies t…
-
2021/09/08"Conversions are very risky, painful and are never on-time!"— is this old saying still true for insurance system conversions? Apparently, there…
-
2021/08/17
The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
-
2021/05/14The COVID-19 pandemic has been especially hard on P&C insurers. Along with a large number of natural disasters and severe weather events which c…
-
2021/04/30COVID-19 presented the global life insurance industry with challenges that have turned into opportunities. New societal realities and customer n…
-
2021/04/04The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
2021/04/03The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
-
2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
-
2021/03/10This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
-
2021/01/22The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
-
2020/12/08
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/11/20Insurance companies today face both internal and external challenges that hinder them from becoming more competitive and meeting business goals.…
-
2020/11/11Insurance companies today face both internal and external challenges that hinder them from becoming more competitive and meeting business goals.…
-
2020/08/17The mortgage lending industry is in turmoil for the second time in only a decade as the coronavirus has increased loan delinquencies and affecte…
Research related to Objectway Platform - Investment Advisory
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
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…
-
2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
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…
-
2022/07/24
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…
-
2022/05/16
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
-
2021/04/20
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
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…
-
2021/03/23Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
2020/11/29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…
-
2020/09/27Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
-
2020/09/21Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Research related to Objectway Platform - Securities Back-Office
-
2023/06/13On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
-
2023/03/10The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…
-
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…
-
2022/03/22
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
-
2021/06/30FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
-
2021/04/11
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
-
2021/02/24
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
-
2021/02/19
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
-
2020/12/08
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/12/03A 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…
-
2020/11/30FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
-
2020/11/29
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…
-
2020/09/27
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
-
2020/05/28Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
-
2020/05/25The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
Research related to Objectway Platform - Portfolio Management
-
2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
-
2023/10/20Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
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…
-
2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/06/13
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
-
2023/06/09On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
-
2023/06/08As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
-
2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/29Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
-
2023/03/10
The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…
-
2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
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…
-
2022/07/24
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…
Research related to Objectway Platform - Alternative Fund Administration
-
2020/12/11
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…
-
2020/10/29
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
-
2020/10/28
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
-
2020/10/26
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
-
2020/10/21
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
-
2020/10/20
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
-
2020/08/16During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
-
2020/05/03Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
2020/03/23Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…