This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
Research related to Romulus - Intelligent Document Processing
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2024/04/25
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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…
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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)…
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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…
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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…
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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…
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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…
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2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/10/19
The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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2023/09/29
The intersection of P&C insurance with Generative AI and Large Language Models (LLMs) signals a transformative shift in the industry. "Beyond Hu…
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2023/09/27
The life insurance vertical stands at a pivotal juncture with the advent of Generative AI and Large Language Models (LLMs). "Beyond Human Intell…
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2023/09/19
Celent held a full day event for insurers focused on Generative AI (GenAI) and Large Language Models (LLMs) in the insurance industry last Wedne…
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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…
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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…
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2023/07/30
When we think about things that exist today that could be brought together and generate new products and services, we start to see how AI could…