30 March 2023
To facilitate adoption of AI and Machine Learning across the bank, CIBC built a shared AI/ML Platform in the Cloud. By taking care of governance…
Research related to Factbook Client Reports
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30 March 2023Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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29 March 2023Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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8 March 2023Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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3 March 2023It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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24 February 2023Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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23 February 2023Earlier this year my colleague, Gareth Lodge, published research about the adoption of ISO 20022 around the world. The requirement for Swift ban…
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22 January 2023In times of economic stress, with high inflation, increasing borrowing costs, and exchange rate volatility, tools for managing liquidity become…
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21 January 2023In late 2022 I posted on the criticality for treasuries to manage cash and liquidity, It’s all About the Cash – Thoughts from AFP 2022. In respo…
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13 November 2022Effective data management includes broad technology tools that are focused on optimizing data collection, quality control, processing, and analy…
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30 September 2022Experiencing 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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20 September 2022Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
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17 September 2022Banks have been trying for years to implement artificial intelligence programs to improve their client experiences and fend off increasing compe…
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19 August 2022Beyond enabling analytics and insights, corporate banking data is the foundation of new product and service innovations, and the move to Open Ba…
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18 August 2022In this report, we look at how data solutions play a role to provide support for actuary and underwriting functions in the insurance value chain…
Research related to Factbook Pitchbooks
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8 March 2023
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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3 March 2023
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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30 September 2022
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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24 July 2022Investment 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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16 May 2022The 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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20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
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7 April 2021Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
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23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
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29 November 2020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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27 September 2020Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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21 September 2020Join 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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9 September 2020Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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21 June 2020Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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27 May 2020It 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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16 April 2020Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…