2020/05/28
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
Research related to WSO Software
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2020/05/25The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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2020/03/09The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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2017/12/13Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
Research related to thinkFolio
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2021/07/08Driven 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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2021/06/30FX 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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2021/04/28
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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2021/04/04Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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2021/03/08
The use of AI in financial services is becoming a reality. The capital markets are fertile proving grounds for overcoming real challenges in the…
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2021/02/24
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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2021/02/19
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
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2020/12/11The 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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2020/12/08The 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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2020/12/03A 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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2020/11/30FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
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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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2020/10/29Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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2020/10/26Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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2020/10/20The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research related to Enterprise Data Management (EDM) and EDM Warehouse
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2021/09/15MLOps is a multi-phase process that leverages the power of large volumes and variety of data, abundant compute on GPU, and open-source machine l…
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2021/01/14Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
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2021/01/042020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
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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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2020/12/08
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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2020/12/02This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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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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2020/11/13Snap polls reflect questions asked by members of the Celent Research Panel, a group of C level executives at insurers. This snap poll was fielde…
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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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2020/09/27Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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2020/06/29During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
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2020/06/07Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
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2020/04/30Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
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2020/04/15First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
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2020/02/13At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
Research related to Counterparty Manager: Onboarding Accelerator
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2021/09/08North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
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2021/03/30Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
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2021/03/10RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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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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2020/07/13Shelter-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…
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2020/05/06In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
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2020/04/27Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
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2020/04/21Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
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2020/04/16Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
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2020/04/10Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
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2020/01/28Digitizing customer onboarding is like using starting blocks in a sprint. It improves performance materially. Onboarding times can be reduced fr…
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2020/01/27The past two years has seen an explosion of fintech product launches in response to the manifest demand for digital customer origination and onb…
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2019/11/212019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
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2019/09/10The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
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2018/05/31Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Research related to Information Mosaic Corporate Actions
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2021/09/25Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
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2021/06/21This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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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…
-
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…
-
2020/12/03
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…
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2020/10/28Investment 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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2020/10/21New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
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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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2020/08/16During 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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2020/05/25
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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2020/05/03Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/03/23Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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2020/03/09
The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…