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.…
Research related to Financial Services Cloud for Wealth Management
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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…
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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.…
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2018/04/11Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
Research related to Vlocity Rating Engine
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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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2021/07/19
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…
-
2018/05/31
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2018/04/11
Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
Research related to Vlocity Agent Portal
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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…