
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
Subject to reasonable use.
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
It 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…
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
Rather than thinking of them as a single solution that fixes all problems, AI solutions should be viewed as a toolkit with different capabilitie…
The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial insti…
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string…
A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
2020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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…
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
Data 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…
The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial insti…
Screening technology is essential not just to performing sanctions checks on wires and payments transactions. Screening also underpins the entir…
Sanctions screening in many ways underpins anti-money laundering (AML) and counter terrorist financing (CTF) operations at financial institution…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
Financial institutions are seeking to contain the exploding operational expenses by investing in next-generation technology solutions. Specifica…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
Financial institutions, and regulators, have traditionally been sensitive to data protection, privacy, and security issues for risk and complian…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
Financial institutions are seeking to contain the exploding operational expenses by investing in next-generation technology solutions. Specifica…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Robust customer identity verification and authentication capabilities are essential for delivering a smooth customer experience, from applicatio…
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
Amid the coronavirus pandemic, a shift in regulatory, economic, and technological requirements has fundamentally changed the advisor/client rela…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
Financial institutions are seeking to contain the exploding operational expenses by investing in next-generation technology solutions. Specifica…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
COVID-19 is prompting dramatic shifts in customer behavior as they exponentially increase the use of digital and remote channels for regular pur…
It 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…
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…