
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
Subject to reasonable use.
Subject to reasonable use.
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…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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…
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
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…
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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…
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…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
As banks chart their course through the imperative of digital transformation, one increasingly common approach is to launch a digital bank on a…
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…
BNP Paribas S.A. implemented One KYC, a utility for collecting, storing, and maintaining information and documents for know-your-customer (KYC),…
The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to rea…
North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Shelter-in-place and attendant work from home have been a litmus test for the state of digitization at banks. Those in the vanguard have fared r…
In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
Digitizing customer onboarding is like using starting blocks in a sprint. It improves performance materially. Onboarding times can be reduced fr…
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…
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…
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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 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…
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…
The colocation market is thriving. Although highly associated with high frequency traders utilizing ultra-low latency trading strategies, exchan…
Fixed income infrastructure has a history of waves of increased automation. In turn, the tides of technology have reconfigured the operating lan…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
Just before Christmas, the UK banking regulators fined TSB Bank £49m for operational risk management and governance failures relating to a core…
A 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…
The core banking system revolutionized the ability of the retail banking sector to achieve scale. However, what were initially key enablers have…
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…
A major difference between neobanks and traditional banks lines in pricing. Indeed, while neobanks invariably deliver a strong, intuitive digita…
As banks chart their course through the imperative of digital transformation, one increasingly common approach is to launch a digital bank on a…
It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted two years ago. Whe…
About the Interview: We chatted with Jeffrey Severjin, Chief Technology officer of five°degrees, about its °neo core banking engine. About five°…
About the Interview: We chatted with Travers Clarke-Walker, Thought Machine's Chief Marketing Officer, about its core banking system Vault. Abou…
About the Interview: We chatted with Michael Haney, Head of Digital Core for Technisys, about Cyberbank, the firm's Digital Engagement accelerat…
About the Interview: We chatted with Vishal Dalal, CEO U.S., Europe, and Asia, about Pismo's core banking platform. About Pismo Pismo is a techn…
About the Interview: We chatted with Raju Daryani, EVP & Head of Digital Core at Intellect Design Arena, about the firm's strategy and offerings…
About the Interview: We chatted with Javier Bucheli, SVP at CobisCorp, about the COBIS Digital Platform. About CobisCorp Our mission is to empow…
About the Interview: We chatted with John Weinkowtiz, Finastra's VP & Global Head of Product Marketing for Universal Banking, about the firm's c…