Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
Research related to IMSplus
-
2024/03/21
-
2024/03/21
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/21
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/20
User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
-
2023/10/19
The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
-
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…
-
2023/03/30
Celent is pleased to award Societe Generale with the Celent Model Wealth Manager 2023 Award for Financial Wellness. Stress and anxiety regarding…
-
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…
Research related to RiskAvert
-
2024/03/21
In 2018, Deutsche Bank embarked on CRAFT, a five-year program to overhaul the technology underpinning the bank’s global credit risk function, a…
-
2024/03/21
MB has enhanced its market risk and counterparty credit risk (CCR) management to meet global standards, including: A near real-time VaR calcul…
-
2023/12/02
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
2023/06/03
The current banking and business market cycle highlights the critical need for risk management platforms, data, analytics and models. Rising inf…
-
2023/03/28
Growing regulatory focus and investor pressure are making climate risk assessment an imperative at banks. Within climate risk, a critical focus…
-
2023/02/02
The financial industry is at an inflection point, shaped by a confluence of macroeconomic forces, regulatory dynamics, and sociopolitical reperc…
-
2023/01/30
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
-
2022/10/28
Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
-
2022/07/11
The banking credit risk management apparatus has changed dramatically since the financial crisis of 2008. Many banks, savings and loan companies…
-
2022/06/15
Digital technologies including big data analytics, artificial intelligence, cloud, and APIs have already transformed customer-facing functions a…
-
2022/03/15
DBS Bank reimagined their corporate credit risk management by building a one-stop solution for corporate credit processes, from origination to f…
-
2021/10/19
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
-
2021/04/13
In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
-
2021/03/08
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
-
2021/03/05
State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…
Research related to Finuevo Core
-
2024/03/21
The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
-
2024/03/21
Integrating and embedding financial data into ERP and TMS systems lies at the heart of a modern treasury organization. However, outdated legacy…
-
2024/03/21
In 2018, Deutsche Bank embarked on CRAFT, a five-year program to overhaul the technology underpinning the bank’s global credit risk function, a…
-
2024/03/21
OP Financial Group transformed its unsecured lending servicing, successfully adopting a next-generation cloud-native core platform while re-thin…
-
2024/03/20
Bank of Montreal (BMO) completed the acquisition of Bank of the West in February 2023 and converted and migrated almost two million customer rel…
-
2024/03/20
Global trade has been a driving force behind human civilization, fostering connections between cultures and regions through commerce. Banks play…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/13
Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
-
2024/03/11
The countdown for the FedWire migration has not only started but is well underway. While some banks are prepared, evidence suggests that many ba…
-
2024/03/08
Customer experience can be a major factor in driving brand awareness and revenue growth in corporate banking. The beginning of a client relation…
-
2024/03/05
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
-
2024/02/19
I'm pleased to announce this paper that looks at the need for payment modernization, which sets out not just the why, but also the how too. The…
-
2024/02/18
If payment modernization consisted of one or more quick, cheap, easy, or risk-free changes, banks would have already done it. It’s not that they…
-
2024/02/16
Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…
-
2024/02/13
Revolut has just launched a new eSIM service for its UK customers, to allow them to avoid mobile roaming charges while travelling abroad. The se…
Research related to Axia Robo Advisor
-
2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
-
2024/03/21
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/21
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
-
2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
2024/03/20
User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/02/28
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
-
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…
-
2023/08/27
Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
Research related to Axia
-
2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
-
2024/03/21
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/21
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/02/28
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
-
2023/10/20
Over 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…
-
2023/09/20
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…
-
2023/06/13
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
Research related to Finuevo Payments
-
2024/03/21
The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
-
2024/03/21
ING was looking to accelerate the digitisation of its offerng in the FX markets - a market which is the largest in the world by traded volume, b…
-
2024/03/20
DBS Bank, one of the largest banks in the Asia-Pacific region, has a long-standing reputation for innovation. With AI becoming a more pervasive…
-
2024/03/11
The countdown for the FedWire migration has not only started but is well underway. While some banks are prepared, evidence suggests that many ba…
-
2024/03/05
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
-
2024/02/26
In Celent's enterprise data enablement survey a few years ago, both asset managers and asset owners indicated a renewed trajectory towards enhan…
-
2024/02/19
I'm pleased to announce this paper that looks at the need for payment modernization, which sets out not just the why, but also the how too. The…
-
2024/02/18
If payment modernization consisted of one or more quick, cheap, easy, or risk-free changes, banks would have already done it. It’s not that they…
-
2024/02/16
Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…
-
2024/02/14
We recently held our first insurance executive roundtable event of the year, at our offices in New York. In attendance were 35 executives from t…
-
2024/02/08
Just as COVID-19 provided the “aha” moment for accelerating digital transformation in the insurance industry, generative AI (Gen AI) is the “aha…
-
2024/01/10
In 2023, we discussed the idea of “payments convergence” with several of our clients at Celent. Also, embedded finance continued to be a hot top…
-
2023/12/13
The migration of on premise banking applications to private and public cloud deployment has been underway for over a past decade.Early migration…
-
2023/12/04
Banking and banking technology are undergoing massive change. New business models and market strategies driven by neobanks and fintechs have pus…
-
2023/11/26
Asia’s economic and banking landscape is far from homogeneous. The region has a diverse mix of small and large countries with widely varying lev…
Research related to Finuevo Digital
-
2024/03/21
Integrating and embedding financial data into ERP and TMS systems lies at the heart of a modern treasury organization. However, outdated legacy…
-
2024/03/21
In 2018, Deutsche Bank embarked on CRAFT, a five-year program to overhaul the technology underpinning the bank’s global credit risk function, a…
-
2024/03/20
Bank of Montreal (BMO) completed the acquisition of Bank of the West in February 2023 and converted and migrated almost two million customer rel…
-
2024/03/20
Global trade has been a driving force behind human civilization, fostering connections between cultures and regions through commerce. Banks play…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/08
Customer experience can be a major factor in driving brand awareness and revenue growth in corporate banking. The beginning of a client relation…
-
2024/03/05
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
-
2024/02/16
Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…
-
2024/02/01
During a challenging year for the broader US banking industry in 2023, the largest US banks demonstrated their resilience by experiencing signif…
-
2024/01/25
In recent weeks I’ve had several conversations with some of the largest financial services technology companies and banks about adoption of publ…
-
2023/12/13
Each year, Oliver Wyman (our parent company) partners with Morgan Stanley Research to publish an industry outlook for Wholesale Banking. This ye…
-
2023/11/26
Asia’s economic and banking landscape is far from homogeneous. The region has a diverse mix of small and large countries with widely varying lev…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/11/15
The economic shocks of 2022 and early 2023 appear to have calmed, but geo-political and financial conditions remain far from easy for banks and…
-
2023/10/24
The economic shocks of 2022 and early 2023 appear to have calmed, but geo-political and financial conditions remain far from easy for banks and…