6 December 2021
The Risk team at Celent has regular conversations with industry participants to identify the technology and operational challenges they are faci…
Research related to RegTech One (Vendor Module) 3rd Party Risk Management
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8 October 2021Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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23 July 2021Digitalization of financial services is creating new products, channels, and business models. New players such as digital banks, payment and rem…
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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…
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9 April 2021Digital acceleration, if it wasn’t in the property casualtyinsurance vernacular prior to the pandemic, is now. Layer in the disrupting waves tha…
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12 March 2021
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…
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4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
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2 December 2020This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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11 August 2020COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
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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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30 April 2020Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
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16 April 2020Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
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15 April 2020First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
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8 March 2020Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
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9 February 2020This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
Research related to Risk Data Service (Country AML Risk Score Classification)
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15 September 2021MLOps is a multi-phase process that leverages the power of large volumes and variety of data, abundant compute on GPU, and open-source machine l…
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14 January 2021Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
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4 January 20212020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
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8 December 2020The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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2 December 2020
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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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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2 October 2020Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
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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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29 June 2020During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
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30 April 2020
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
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15 April 2020
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
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13 February 2020At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
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11 October 2019The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
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10 September 2019SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
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17 June 2019Data is a recurring topic in Celent’s conversations with CIOs. The broad ask by CIOs is to be able to derive insights from a wide variety of dat…
Research related to RegTech One (CDD Module) KYC Customer OnBoarding
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15 December 2021Celent estimates that financial industry spending on AML-KYC compliance information technology (IT) and operations will reach US$37.1 billion gl…
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7 December 2021The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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6 December 2021
The Risk team at Celent has regular conversations with industry participants to identify the technology and operational challenges they are faci…
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2 December 2021Just a few weeks ago, I published a Celent report on Customer Identity Management Today and Tomorrow, summarising findings from the interviews w…
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12 November 2021Not surprisingly, identity management and authentication topics are high on banks’ agenda. The stakes are high—get it wrong, and you’ll be deali…
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8 November 2021Snap 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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27 October 2021The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to rea…
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20 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
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19 October 2021The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
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8 October 2021
Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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8 September 2021North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
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10 August 2021In the last five years, developments in next generation technology such as artificial intelligence (AI) and machine learning (ML) have advanced…
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23 July 2021
Digitalization of financial services is creating new products, channels, and business models. New players such as digital banks, payment and rem…
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19 July 2021Over 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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3 July 2021Growing regulatory scrutiny, continuously changing watchlists, and the complexities of an increasingly interconnected and international financia…
Research related to RegTech One (DCM Module) Dynamic Case Manager
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15 December 2021
Celent estimates that financial industry spending on AML-KYC compliance information technology (IT) and operations will reach US$37.1 billion gl…
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7 December 2021
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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6 December 2021
The Risk team at Celent has regular conversations with industry participants to identify the technology and operational challenges they are faci…
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2 December 2021
Just a few weeks ago, I published a Celent report on Customer Identity Management Today and Tomorrow, summarising findings from the interviews w…
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17 November 2021
Not long ago insurers were resistant (or, at best hesitant) to move legacy data and applications to any place outside of the control of their ow…
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12 November 2021
Not surprisingly, identity management and authentication topics are high on banks’ agenda. The stakes are high—get it wrong, and you’ll be deali…
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8 November 2021
Snap 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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19 October 2021
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
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8 October 2021
Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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7 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
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1 October 2021Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
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18 August 2021The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
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23 July 2021
Digitalization of financial services is creating new products, channels, and business models. New players such as digital banks, payment and rem…
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19 July 2021
Over 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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30 June 2021Celent surveyed numerous vendors that provide RPA platforms and/or services to see how RPA is advancing with focus on areas such as process inte…
Research related to RegTech One ( Business Process Management Workflow ) BPM
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15 December 2021
Celent estimates that financial industry spending on AML-KYC compliance information technology (IT) and operations will reach US$37.1 billion gl…
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6 December 2021
The Risk team at Celent has regular conversations with industry participants to identify the technology and operational challenges they are faci…
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19 October 2021
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
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8 October 2021
Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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7 October 2021
Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
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1 October 2021
Regtech Solution Briefs are a new report series designed to provide Celent research clients with timely updates on regtech solutions and strateg…
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23 July 2021
Digitalization of financial services is creating new products, channels, and business models. New players such as digital banks, payment and rem…
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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…
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8 June 2021Combatting financial crime in the digital era will require financial institutions (FIs) to strengthen and widen their adverse media screening co…
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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…
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11 May 2021
Risk and compliance functions have traditionally lagged in adopting new technology. But that had started to change in the last 24 months, and th…
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13 April 2021In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
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9 April 2021
Digital acceleration, if it wasn’t in the property casualtyinsurance vernacular prior to the pandemic, is now. Layer in the disrupting waves tha…
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12 March 2021
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…
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12 January 2021Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…