3 December 2019
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…
Dorsum
Email
Call back
Website
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Research related to Botboarding
-
-
21 November 20192019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
-
31 October 2019InsureTech Connect is the world’s largest insurtech event and this document was created for Celent customers interested in insurtech and innovat…
-
9 September 2019The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
-
3 May 2018It’s not hard to find people saying that voice is the new UI. It’s a great slogan, because it is succinct, plausible . .. and confirmed by the e…
-
16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
-
4 April 2018Alexa, Google Home Assistant, and friends are becoming more than information utilities and background music. They are bidding to become family m…
Research related to My Wealth
-
8 January 20202020 promises to be a year of excitement and challenge for retail bankers. Celent's analysts have a full agenda planned to help them address the…
-
12 December 2019Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
27 November 2019We have just published the third and final report in our series looking at crypto derivatives. This represents an enormous opportunity as crypto…
-
26 November 2019As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
-
20 November 2019Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
-
1 November 2019In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
-
26 October 2019This is the essential guide to trading technology in 2019. Celent looks at the leading Order Management System (OMS) and Execution Management Sy…
-
20 October 2019Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
-
18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
-
18 September 2019TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
-
9 September 2019
The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
-
4 September 2019Jack Henry & Associates’ (JHA) acquisition of Geezeo, a provider of financial management solutions for consumers and businesses, is emblematic o…
-
26 August 2019Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
-
23 August 2019The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
-
16 August 2019A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
13 August 2019This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
-
26 June 2019
We are in the midst of an overnight success in the fixed income front office, 20 years in the making. As secular pressure changes the economics…
-
17 June 2019We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
-
21 May 2019The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
-
9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
-
18 February 2019I had the pleasure of attending TINtech London Market this year and specificially the new innovation stage. Historically one might have wondered…
-
26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
-
28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
-
9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
-
31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
24 February 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
-
21 January 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
-
10 January 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
-
26 December 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
-
11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
Research related to Wealth Management Platform
-
8 January 2020
2020 promises to be a year of excitement and challenge for retail bankers. Celent's analysts have a full agenda planned to help them address the…
-
12 December 2019
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
26 November 2019
As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
-
20 November 2019
Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
-
12 November 2019Insurers across all lines of business continually adjust their strategic goals, approach, and success criteria of digital initiatives. Survey da…
-
1 November 2019
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
-
20 October 2019
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
-
18 October 2019
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
-
18 September 2019
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
-
9 September 2019
The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
-
23 August 2019
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
-
20 August 2019Rather than thinking of them as a single solution that fixes all problems, AI solutions should be viewed as a toolkit with different capabilitie…
-
16 August 2019
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
14 August 2019
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
13 August 2019
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
-
17 June 2019I recently led a panel discussion on “Governing and Designing Digital Initiatives.” That assignment gave me an opportunity to think about what g…
-
9 May 2019
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
-
18 February 2019
I had the pleasure of attending TINtech London Market this year and specificially the new innovation stage. Historically one might have wondered…
-
26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
-
28 September 2018
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
-
9 July 2018
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
-
31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
29 April 2018
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
24 February 2018
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
-
21 January 2018
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
-
10 January 2018
Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
-
26 December 2017
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…