Technology Trends Previsory

What’s a previsory? The word is a combination of pre-view and ad-visory, a view of financial services technology trends that our clients should have on their radar. We’ve sifted through the noise and the hype to help you identify and prioritize the trends to watch. We’re looking forward intentionally to help you develop a perspective and potential technology plan. We hope that this series of previsory webinars and reports expands your horizons and sparks new ideas.


Technology Trends Previsory On-Demand Webinars, 2024 Edition

Preview of industry-specific technology trends and themes for 2024, enabling you to stay ahead of the curve with strategic technology insights. Join our previsory webinar series to gain a forward-looking preview of tech trends and themes for the year ahead across the financial services industry. With this condensed overview, save time in your 2024 planning process. We provide market and technology trends to ensure you are prepared for the changing landscape dynamics and help you invest appropriately.

Risk

Battening Down the Hatches for the AI Tsunami​

Oct. 31 @10am EDT/2pm GMT ​

The first waves of Gen AI are hitting the shore as FIs test use cases in call centers. But Risk Leaders see a tsunami of unforeseen risks as well as new possibilities that come with broad AI adoption. Risk execs are figuring out how best to use AI to drive step changes in efficiency of risk operations and effectiveness of controls. Celent’s Risk previsory examines implications for risk data strategies, combatting financial crime, and operational resilience.

Wealth Management

Envisioning a New Wealth Management Paradigm ​

Nov. 1 @10am EDT/2pm GMT 

Wealth management is at an inflection point, looking to embrace emerging technologies, which will alter the traditional operating model. The race to attract and retain clients across demographics is heating up as firms face competition from an array of nontraditional competitors. Partnerships, unbundling the tech stack, API integrations, data strategies, cloud, and emerging technologies (e.g., AI) are broadening the reach of wealth management services. Celent will share perspectives on these trends to ensure that our clients are prepared for changing market dynamics.​

Capital Markets

Technology Tables Stakes are Rising; Time to See Who’s in the Game​

Nov. 2 @10am EDT/2pm GMT ​

As global macroeconomic conditions pose challenges across capital markets, financial institutions are refocusing on ROI when deciding on tech strategy. Placing the right bets to innovate and transform is more important than ever. This requires understanding business cases, workflows, market structure, and regulatory change. Celent’s Previsory series provides a forward-looking preview of tech trends, empowering capital markets participants to formulate winning tech strategies for 2024.​

P&C Insurance

Mitigating Challenges with Smart Digital Strategy​

Nov. 7 @10am EST/3pm GMT ​

With costs escalating across the insurance value chain, it may not seem like the ideal time to push the envelope on digital transformation. But with insurers facing unprecedented trials from the economy, global unrest, the environment, and policyholders, it’s clear that the processes of the last century must finally be put to bed. We look at what happened this year, outlining the silver tech linings from among the gloomy macroeconomic clouds, and look to the next year to seize this moment and look for new opportunities rather than retrenching.​

Life Insurance

Digital Takes Over an Analog World​

Nov. 8 @10am EST/3pm GMT ​

There is no better time for life and annuity insurers to increase their digital footprint than periods of unease. From the economy, to interest rates, to the pandemic, the industry has struggled in recent years. Now is the time to invest in the future and it is happening. New technologies such as generative AI complement improved digital experiences for agents and consumers. The cloud has moved from an outlier to table stakes. The new look is a dynamic, future thinking industry.​

Health Insurance

Health Insurance in a Post-Pandemic World​

Nov. 9 @10am EST/3pm GMT ​

These are challenging times particularly in medicine. While the pandemic enters an endemic era, medical care suffers from shortages and other challenges to access, while global unrest and a difficult economy batter insurers financially. Investments in new technologies such as generative AI, alongside more traditional investments in the customer experience, data and analytics, and core processing systems continues at a high-level. We will explore the new differentiators for an insurer, which often revolve around the experience atop a foundation of expense management and growth.​

Retail Banking

Taking Agility to the Next Level with GenAI and Other Tools​

Nov. 14 @10am EST/3pm GMT ​

Banks have long sought agility through technology investments, from automating record-keeping and internal workflows to increasingly digital-first customer engagement. In 2024, retail banks will be mastering a growing array of tools to take organisational agility to the next level – from low code platforms to cloud to GenAI. Join us for this year’s Retail Banking Previsory Webinar for insight on key technology trends for 2024 and what really matters across our core themes of customer engagement, product and capability innovation, open ecosystem, payments, and emerging technologies.​

Corporate Banking

Faster, Safer, Smarter: The New Innovation Imperative​

Nov. 15 @10am EST/3pm GMT​

Market conditions and risks remain challenging for banks and their corporate clients. Meanwhile, the innovation advantage looks to be swinging toward banks that are agile and can innovate at scale while managing risk. This Previsory covers our perspectives on critical trends from customer engagement to open ecosystems, payments, and product innovation. Our goal is to provide strategic technology insights to help you stay ahead of the curve.​


Previsory Reports, 2024 Edition

With costs escalating across the insurance value chain, it may not seem like the ideal time to push the envelope on digital transformation. But with insurers facing unprecedented trials from the economy, global unrest, the environment, and policyholders, it’s clear that the processes of the last century must finally be put to bed. We look at what happened this year, outlining the silver tech linings from among the gloomy macroeconomic clouds, and look to the next year to seize this moment and look for new opportunities rather than retrenching.​

In many ways, 2023 was a transitional year between an era defined by the upheaval of the COVID-19 pandemic and the era defined by a new series of crises. From inflationary pressures to the blazingly fast adoption of generative AI, as well as revolutionary changes to the workplace and professional life, the insurance industry faces threats to some of its most long-established processes. This guide will help carriers spend 2024 being proactive rather than reactive.

In many ways, 2023 was a transitional year between an era defined by the upheaval of the COVID-19 pandemic and the era defined by a new series of crises. From labor shortages to the blazingly fast adoption of generative AI, as well as revolutionary changes to the workplace and professional life, the insurance industry faces threats to some of its most long-established processes. This guide will help carriers spend 2024 being proactive rather than reactive.

In this report Celent examines how these themes are affecting, and going to affect, sell side businesses in 2024 and beyond. The themes have been identified by the Capital Markets team based on our ongoing research and forward-looking discussions with industry executives. We also highlight the key technologies relevant to each theme.

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