14 December 2020
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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Research related to Black Diamond Wealth Platform
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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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20 October 2020European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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27 September 2020Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
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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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21 September 2020Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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9 September 2020Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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21 June 2020Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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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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16 April 2020Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
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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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16 April 2020Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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7 April 2020As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
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4 March 2020Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
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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…
Research related to Moxy
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14 December 2020
Celent 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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9 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…
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29 October 2020Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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26 October 2020Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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20 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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11 October 2020Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
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27 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
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27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
-
21 September 2020
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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9 September 2020
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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21 June 2020
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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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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9 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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3 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 2020
Research 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…
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8 July 2019Fintech across the value chain is supporting the reinvention of investment research via an explosion of data, tools, and distribution methods. A…
Research related to Advent Portfolio Exchange (APX)
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14 December 2020
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
11 December 2020
The 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…
-
9 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…
-
3 December 2020
A 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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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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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…
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20 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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20 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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27 September 2020
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
-
21 September 2020
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
9 September 2020
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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16 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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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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