22 September 2021
Research related to CapitalBanker
-
-
18 April 2021Embedded finance is a burgeoning space with the potential to dramatically reshape the way customers engage with financial services. And yet, dif…
-
10 March 2021The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin…
-
10 March 2021This Model Bank report uncovers how Delta Community undertook a multiyear technology and operations transformation project in recognition that f…
-
24 November 2020The way in which banking software is being designed, written, deployed, maintained, updated, and replaced has accelerated due to cheaper storage…
-
10 November 2020This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
-
20 July 2020The path to digitization can challenge financial institutions, especially community banks, in several ways. From the provider perspective, small…
-
1 June 2020Banking is experiencing a period of business model innovation brought on by the emergence of new market entrants moving the ball forward on cus…
-
15 April 2020Australian Military Bank (AMB) is a niche institution dedicated to serving Australian Defence personnel and their families with products and ser…
-
13 April 2020Celent recognizes Länsförsäkringar Bank as the winner of the 2020 Celent Model Bank Award for Core Technology Replatforming for its initiative C…
-
4 March 2020The home lending industry is in the early stages of digital disruption that retail deposit, credit card, and personal lending sectors have alrea…
-
9 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…
-
11 December 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
-
30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
-
30 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
Research related to CapitalPrivate
-
2 August 2021"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
-
19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
8 July 2021Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
-
18 May 2021As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
29 April 2021
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
-
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…
-
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…
-
4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
-
23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
8 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
8 March 2021
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
-
25 February 2021North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
14 December 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
11 December 2020The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
Research related to CapitalLending
-
27 August 2021Going into 2020, traditional banking approaches to credit were already under strain. The data and analytics revolution pioneered by Big Tech had…
-
12 July 2021In 2018 ING embarked on a multiyear program to reimagine application development and drive change within an agile, at-scale transformation frame…
-
4 July 2021How Financial Institutions Are Responding to COVID-19 Constraints Many lenders adapted quickly to new customer channel preference (digital versu…
-
28 June 2021In retail lending the business and technology focus is usually on the retail consumer’s needs and customer journey. For example, Celent research…
-
24 May 2021Competition in retail account origination continues to demand real time access to many types of data to create faster processes at lower cost, i…
-
3 May 2021Commercial loan origination has historically been complex and inefficient, requiring many disparate, disconnected steps to be completed, startin…
-
15 April 2021Mortgage, home equity, and auto lenders utilize many core and ancillary technologies from the point of sale through loan onboarding to the servi…
-
30 March 2021Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
-
10 March 2021
The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin…
-
10 March 2021This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
-
10 March 2021
This Model Bank report uncovers how Delta Community undertook a multiyear technology and operations transformation project in recognition that f…
-
10 March 2021With its HolaBank program, CaixaBank has become the first bank in Spain to allow nonresidents in Spain to open a bank account and apply for and…
-
9 March 2021This award goes to an initiative that fully digitises the end-to-end process for a microloan, shrinking the time for the full process from two w…
-
22 November 2020While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
-
10 November 2020
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
Research related to CapitalCompliance
-
20 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
-
19 October 2021The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
-
7 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
-
1 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
-
10 August 2021In the last five years, developments in next generation technology such as artificial intelligence (AI) and machine learning (ML) have advanced…
-
23 July 2021Digitalization of financial services is creating new products, channels, and business models. New players such as digital banks, payment and rem…
-
3 July 2021Growing regulatory scrutiny, continuously changing watchlists, and the complexities of an increasingly interconnected and international financia…
-
30 June 2021Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
21 June 2021This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
-
8 June 2021Combatting financial crime in the digital era will require financial institutions (FIs) to strengthen and widen their adverse media screening co…
-
4 June 2021Scandals over recent years have shown that some institutions are still failing to live up to their obligation to minimize the risk of financial…
-
11 May 2021Risk and compliance functions have traditionally lagged in adopting new technology. But that had started to change in the last 24 months, and th…
-
13 April 2021In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
-
8 March 2021Following its introduction of digital onboarding for retail and business customers in 2019, Standard Bank built a tool for remote uploading of K…
-
8 March 2021Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…