2021/12/07
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
Research related to Financial Services Cloud for Wealth Management
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2021/11/08Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
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2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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2021/03/24Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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2020/11/10This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
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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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2020/05/21The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
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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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2020/04/07As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
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2020/03/04Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
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2019/12/12Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
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2019/12/035G is beginning to roll out around the world. It’s 10 to up to 100 times as fast as its predecessor 4G, has higher capacity, and provides lower…
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2019/10/17Let’s be honest: The insurance industry has never been regarded as a shining example of communication at its best. That is a problem. There is a…
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2018/11/12The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
Research related to Vlocity Rating Engine
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2021/09/22Significant innovation is occurring in product management in the insurance industry. Carriers are looking to grow, differentiate themselves, nav…
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2021/09/12
Significant innovation is occurring in product management in the North American region. Carriers are looking to grow, differentiate themselves,…
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2021/05/27Customers and the industries we serve are always at the heart of the insurance business. For the most part increased digitisation and innovation…
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2019/09/22Stand-alone rating engines are used for a variety of reasons — but primarily to externalize the rates, rules, and logic associated with rating f…
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2019/07/18Stand-alone rating engines are used for a variety of reasons — but primarily to externalize the rates, rules, and logic associated with rating f…
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2019/03/18System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
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2018/10/29A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
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2018/10/22With the fight for new customers growing more and more competitive, carriers continue to look for new ways of differentiation through their prod…
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2018/07/09In January this year I posted a blog, If 2017 Was the Year of Insurtech, Will 2018 be the Year of the Insurance Platform? The blog pointed out t…
Research related to Financial Services Cloud for Insurance
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2021/12/07
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/11/08
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/03/24
Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
-
2020/11/10
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
-
2020/09/21
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
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…
-
2020/05/21
The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
-
2020/04/15
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
-
2020/04/07
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
-
2020/03/04
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
-
2019/12/12
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
2019/12/03
5G is beginning to roll out around the world. It’s 10 to up to 100 times as fast as its predecessor 4G, has higher capacity, and provides lower…
-
2019/10/17
Let’s be honest: The insurance industry has never been regarded as a shining example of communication at its best. That is a problem. There is a…
-
2018/11/12
The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
Research related to Vlocity Agent Portal
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2021/09/30Shifting customer expectations are creating a new need for new business models. As the current workforce ages, insurers are exploring new distri…
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2021/09/20The digital experience for agents is becoming a new strategic battleground for insurance companies. Digital capabilities are being extended acro…
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2021/07/20Insurers that use independent agents know that high production is correlated with strong relationships. But the world of the independent agent i…
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2021/06/30Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
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2021/06/10Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
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2019/09/27Agent portal technology promises to provide agents with the ease and speed of a digital experience. This review of 18 solutions compares them an…
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2019/09/27Portals have evolved from acting as a gateway to providing a single look and feel that eases data entry and allows the agent to conduct their tr…
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2018/10/29
A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…