In July 2023, Celent published the LATAM life policy administration system vendor report. The data-gathering process provided some insight into…
Research related to Percana
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2023/12/11
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2023/11/23
What is a life policy administration system? What life insurers use them for? What do they think of their components, features and functions? Do…
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2023/09/12
Without a doubt, the pandemic spurred digital investment and CIOs started spending money on updating old technologies. Celent’s ongoing conversa…
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2023/08/08
Using data from Celent's biennial North American policy administration solution (PAS) review, Celent drills down on the customer feedback to giv…
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2023/07/06
Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/05
This report is the fourth in Celent’s biennial look at group and voluntary policy administration systems (PAS) available to life insurers in Nor…
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2023/07/04
In this ninth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we profi…
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2023/07/02
Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/02
Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/06/04
Insurers have been modernizing their legacy systems, increasing their presence in cloud, and finding innovative use cases driven by emerging tec…
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2023/03/08
Are emerging technologies providing cost-effective options to manage closed block policies? In the L&A insurance segment, millions of policies t…
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2022/09/28
This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
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2022/08/05
What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
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2022/03/18
The global pandemic forced many insurers to accelerate the digitalization of their businesses. This came with a record number of policy administ…
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2022/03/09
The last two years have seen life insurers move from complete uncertainty as to how to handle the change COVID thrust upon them to them making t…
Research related to Retirement Solutions: TA2000, TRAC systems | Transfer agency and retirement recordkeeping and services
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2023/03/08
Are emerging technologies providing cost-effective options to manage closed block policies? In the L&A insurance segment, millions of policies t…
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2023/02/27
Industry 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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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…
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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…
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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…
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2021/06/21
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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2021/05/14
The 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…
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2021/04/30
COVID-19 presented the global life insurance industry with challenges that have turned into opportunities. New societal realities and customer n…
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2021/04/28
Technology-driven change is accelerating in the buy side front office according to senior buy side executives who participated in an exclusive C…
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2021/04/04
The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/04/03
The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/03/31
Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/31
Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/10
This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
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2021/01/22
The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
Research related to Antares
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2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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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…
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2024/01/22
In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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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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2023/06/13
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
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2023/06/09
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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2023/06/08
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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2023/03/29
Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
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2023/03/10
The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…
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2022/07/07
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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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…
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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…
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2021/07/08
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
Research related to Global Gateway
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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…
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2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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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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2024/03/05
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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2024/02/26
In Celent's enterprise data enablement survey a few years ago, both asset managers and asset owners indicated a renewed trajectory towards enhan…
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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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2023/11/26
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…
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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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2023/07/25
Here at Celent we have just published the results of our Celent Technology Insight and Strategy Survey, 2023. For the corporate banking market,…
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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…
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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…
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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/01/21
In times of economic stress, with high inflation, increasing borrowing costs, and exchange rate volatility, tools for managing liquidity become…
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2023/01/21
In late 2022 I posted on the criticality for treasuries to manage cash and liquidity, It’s all About the Cash – Thoughts from AFP 2022. In respo…
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2022/09/20
Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
Research related to FundRunner Marathon
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2024/03/29
AML operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately, new technology is ava…
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2024/02/21
Watchlist screening has become the most-scrutinized area of AML compliance, and vendor solutions are evolving rapidly, driven by AI, machine lea…
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2024/01/22
Nasdaq and its subsidiary Verafin, just published their first Global Financial Crime Report. The report is making headlines for the size of its…
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2023/12/02
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
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2023/11/23
When 2023 opened with the scare of an SVB-led financial contagion, financial risk topped the list of CRO concerns. With that crisis averted, ope…
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2023/10/23
Financial crime compliance departments at banks and non-bank financial institutions (NBFIs) are challenged to keep up with the high volumes of a…
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2023/10/09
After nearly a year at the helm of Celent's Risk practice, I had the privilege of attending my inaugural Sibos conference. My colleagues Patrici…
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2023/09/29
The financial industry is facing increasing regulatory demands for assurance around watchlist management and sanctions screening. At first glanc…
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2023/07/20
What if you could identify and discard risky applicants before you took them through an expensive identity proofing exercise? What if you had a…
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2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
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2023/04/28
Digital technologies are driving significant change in anti-money laundering (AML) operations. Still, financial crime compliance remains heavily…
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2023/02/27
In November 2022, the Court of Justice of the European Union invalidated a provision the EU’s 4th Anti-Money Laundering Directive that allowed a…
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2023/01/30
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
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2022/12/11
In recent years, financial institutions have sought to lower AML compliance costs—and increase the effectiveness of their compliance programs—by…
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2022/10/30
Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
Research related to Global Wealth Platform
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2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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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…
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2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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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…
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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…
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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…
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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…
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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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2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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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…
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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…
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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…
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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 Pacer
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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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2023/02/28
Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
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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…
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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…
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2020/10/29
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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2020/10/28
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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2020/10/26
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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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.…
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2020/08/16
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/03/23
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
Research related to Sylvan
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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2020/09/27
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/02/21
The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
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2017/03/26
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
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2004/01/23
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…
Research related to Recon
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2024/04/09
Traditionally, the reconciliations process and technology have been seen as a "back-office" problem and have not received sufficient investment.…
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2020/08/09
Reconciliation is a critical part of capital markets operations because the inability to get it right can result in business losses, suboptimal…
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2019/01/24
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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2017/06/21
Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some…
Research related to CAMRA
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2024/01/22
In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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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2023/08/26
Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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2022/11/17
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
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2022/09/06
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…
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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…
-
2021/06/21
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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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.…
-
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…
-
2020/12/08
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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2020/12/03
A 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…
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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…
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2020/10/26
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
Research related to Advisorware
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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…
-
2023/02/28
Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
-
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…
-
2020/12/08
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/10/29
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.…
-
2020/08/16
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
-
2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
2020/03/23
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
Research related to Pages
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2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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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)…
-
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…
-
2023/03/29
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…
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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…
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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…
-
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…
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2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
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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…
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2020/10/19
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Research related to Chorus Document Management
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2022/11/04
Over the last decade we saw a major shift in how our industry embraced the cloud for many of its application services. Now, it is not uncommon w…
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2022/03/29
ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
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2021/03/08
The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
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2020/12/19
Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
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2020/11/24
An Audio with Slides version of the Report -- The Story of Data, Maps, and Digital Proximity Abstract The “Last Mile” in delivery, direction, se…
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2020/10/02
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
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2020/08/24
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
2020/05/27
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
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2020/04/24
Insurtechs and innovation are the disruptors of the insurance world, and in Singapore, there is a unique group of insurtech companies that seek…
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2020/03/04
The home lending industry is in the early stages of digital disruption that retail deposit, credit card, and personal lending sectors have alrea…
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2020/03/01
Personal lines insurance is being taken over by consumers and their demand-side expectations for digital innovation and service experiences. Exp…
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2020/02/23
In this report, we look at insurance claims and healthcare use cases for image recognition. Due to the synergy between insurance and healthcare,…
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2020/02/09
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
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2019/11/12
The traditional mortgage banking model is broken due to short-sighted strategy management of the business, underinvestment in technology relativ…
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2019/10/31
InsureTech Connect is the world’s largest insurtech event and this document was created for Celent customers interested in insurtech and innovat…
Research related to Risk & Compliance Intelligence Platform: AML Module
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2024/03/29
AML operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately, new technology is ava…
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2024/03/21
Legacy technology can be a significant barrier to efficient operations in anti-money laundering and financial crime compliance. Banco do Brasil…
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2024/02/21
Watchlist screening has become the most-scrutinized area of AML compliance, and vendor solutions are evolving rapidly, driven by AI, machine lea…
-
2024/01/22
Nasdaq and its subsidiary Verafin, just published their first Global Financial Crime Report. The report is making headlines for the size of its…
-
2023/12/02
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
2023/11/23
When 2023 opened with the scare of an SVB-led financial contagion, financial risk topped the list of CRO concerns. With that crisis averted, ope…
-
2023/10/23
Financial crime compliance departments at banks and non-bank financial institutions (NBFIs) are challenged to keep up with the high volumes of a…
-
2023/10/09
After nearly a year at the helm of Celent's Risk practice, I had the privilege of attending my inaugural Sibos conference. My colleagues Patrici…
-
2023/09/29
The financial industry is facing increasing regulatory demands for assurance around watchlist management and sanctions screening. At first glanc…
-
2023/07/20
What if you could identify and discard risky applicants before you took them through an expensive identity proofing exercise? What if you had a…
-
2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
-
2023/07/17
The ongoing transition to AI-enabled, high performance financial crime compliance systems is a leading indicator of the application of digital t…
-
2023/06/16
HSBC is making the innovative move, for a global bank, of partnering with Google Cloud to adopt a cloud-based machine-learning powered solution…
-
2023/04/28
Digital technologies are driving significant change in anti-money laundering (AML) operations. Still, financial crime compliance remains heavily…
-
2023/02/28
As financial institutions and regulated industries face ever more complex money laundering and criminal schemes, a sole reliance on rules is no…
Research related to Portia
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2024/04/09
Traditionally, the reconciliations process and technology have been seen as a "back-office" problem and have not received sufficient investment.…
-
2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
-
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…
-
2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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…
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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…
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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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2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/06/09
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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2023/06/08
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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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…
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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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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…
Research related to Chorus BPM
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2024/04/16
With business models changing and competitive pressures increasing, financial market infrastructures (FMIs) are re-evaluating their business str…
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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…
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2024/03/20
Raiffeisen Bank International, a well-established European bank operating across multiple markets, has been able to rapidly shift from an on-pre…
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2023/12/14
In a previous life I was responsible for a portfolio of mission critical banking platforms. They spanned a diverse range of technologies from a…
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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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2023/09/13
We chatted with Sonny Singh, the Executive Vice-President and General Manager of Oracle Financial Services, about Oracle's cloud-based core bank…
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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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2023/08/21
The 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…
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2023/03/29
To facilitate adoption of AI and Machine Learning across the bank, CIBC built a shared AI/ML Platform in the Cloud. By taking care of governance…
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2023/03/04
It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted three years ago. W…
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2022/12/13
Over the last couple of years, cloud adoption has improved significantly in the insurance sector. Many insurers have either started moving their…
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2022/11/11
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…
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2022/10/31
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
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2022/07/22
The current economic outlook will undoubtably bring some challenges in the labor market. Stock indices have been in retreat since January (notab…
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2022/06/15
About the Interview: We chatted with Javier Bucheli, SVP at CobisCorp, about the COBIS Digital Platform. About CobisCorp Our mission is to empow…
Research related to Chorus
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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…
-
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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2023/08/21
The 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…
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2022/11/11
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…
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2022/11/04
Over the last decade we saw a major shift in how our industry embraced the cloud for many of its application services. Now, it is not uncommon w…
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2022/10/31
Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
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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…
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2022/03/29
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…
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2022/03/29
ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
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2022/03/15
The imperative for financial institutions (FIs) to undergo digital transformation has only increased during the past two years. Many FIs are in…
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2022/03/15
Legend, an open source technology platform offered by Goldman Sachs and FINOS, tackles the rapidly growing challenge of ensuring timely access t…
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2021/12/06
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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2021/10/08
Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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2021/09/28
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 no…
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2021/09/28
The growth in demand for digital has created a long tail of applications which traditional IT struggles to build or maintain. The backlog is gro…