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…
Research related to Moxy
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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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8 July 2021Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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30 June 2021FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
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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…
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4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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25 February 2021North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
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24 February 2021
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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19 February 2021
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
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14 December 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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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…
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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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3 December 2020A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
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30 November 2020FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
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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…
Research related to Tamale RMS
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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 2020
The 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 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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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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24 June 2020Based on an exclusive survey about ResearchTech in Japan, Celent offers a comprehensive overview of the current state of market participants and…
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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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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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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…
Research related to Advent Portfolio Exchange (APX)
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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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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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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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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…
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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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18 May 2021
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
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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…
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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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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…
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24 March 2021Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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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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10 March 2021RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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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…