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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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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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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2020/10/19The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
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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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2020/09/21Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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2020/05/27It 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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2020/04/05As we enter April, proxy season kicks off with the majority of public companies starting to host their annual general meetings (AGMs). Amidst CO…
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2020/04/05Amid COVID-19 panic and recovery, proxy season, and a US presidential election year, proxy voting is in the spotlight. These factors, along with…
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2019/10/04Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
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2019/05/22The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
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2019/05/21This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
Research related to Risk & Compliance Intelligence Platform: AML Module
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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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2022/12/12Fraud continues to challenge the payments industry. In a recent survey of our banking contacts, we asked the participants about their payments p…
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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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2022/10/31
Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
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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…
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2022/10/23
Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resilience and agility in Risk func…
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2022/09/28
Adverse media monitoring has grown from its origins as a filter for politically exposed persons (PEPs) to an effective means for uncovering an e…
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2022/07/31
The pandemic and the Ukraine crisis have unleashed an age of perpetual black swan effects, from supply chain disruptions to inflation. But the p…
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2022/07/27
Since black swan events are by definition unpredictable, risk and compliance needs to always be ready to handle them. This requires agility in t…
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2022/07/18Anti-money laundering operations are challenged by regulatory risk due to false negatives (missed suspicious cases) as well as inefficiencies du…
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2022/06/15Digital technologies including big data analytics, artificial intelligence, cloud, and APIs have already transformed customer-facing functions a…
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2022/06/07
Financial institutions are increasingly looking to build and maintain sustainable Anti-Financial Crime (“AFC”) programs that can adapt to variou…
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2022/05/18
Anti-money laundering (AML) and counter-terrorist financing (CTF) programs are designed around a decade-old compliance-focused model that acts a…
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2022/03/29
The last 24 months have seen tectonic shifts in cloud adoption and openness to the cloud in financial services. The forces of digitalization, in…
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2022/03/23
At Celent’s annual Innovation and Insight event, we assembled experts (Dan Tannebaum, Paul Mee, Jamie MacGregor, Rob Norris and Gareth Lodge) fr…
Research related to Portia
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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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2022/09/30
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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2022/09/06
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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2022/07/24
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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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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2022/07/05
These are exciting times in the global post-trade sector, one that has not historically been associated with innovation but is ripe for technolo…
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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…
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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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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,…
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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…
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2021/06/30
FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
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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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2021/05/18
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…
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2021/04/29
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
Research related to Chorus Document Management
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2022/11/04Over 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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2022/03/29ESG 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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2021/03/08The 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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2020/12/19Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
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2020/11/24An 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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2020/10/02Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
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2020/08/24As 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…
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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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2020/04/24Insurtechs 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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2020/03/04The 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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2020/03/01Personal lines insurance is being taken over by consumers and their demand-side expectations for digital innovation and service experiences. Exp…
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2020/02/23In 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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2020/02/09This 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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2019/11/12The traditional mortgage banking model is broken due to short-sighted strategy management of the business, underinvestment in technology relativ…
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2019/10/31InsureTech Connect is the world’s largest insurtech event and this document was created for Celent customers interested in insurtech and innovat…
Research related to Chorus
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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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2022/03/29Last 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…
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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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2022/03/15The 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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2022/03/15Legend, 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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2021/12/06The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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2021/10/08Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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2021/09/28The 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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2021/09/28The growth in demand for digital has created a long tail of applications which traditional IT struggles to build or maintain. The backlog is gro…
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2021/08/08Implementing changes has always required various human and technology resources. Insurers have generally employed specific processes to plan, ex…
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2021/07/12In 2018 ING embarked on a multiyear program to reimagine application development and drive change within an agile, at-scale transformation frame…
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2021/04/09Digital acceleration, if it wasn’t in the property casualtyinsurance vernacular prior to the pandemic, is now. Layer in the disrupting waves tha…