27 May 2020
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…
Avaloq
Research related to Banking Suite
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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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8 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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9 January 2020Technology Priorities for Wealth Managers As we enter 2020, wealth managers of all stripes are grappling with a common challenge: how to improve…
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16 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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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…
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2 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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1 November 2019In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
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20 October 2019Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
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18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
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23 August 2019The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
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16 August 2019A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
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14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
Research related to Avaloq Banking Suite
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27 May 2020
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…
-
16 April 2020
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
-
16 April 2020
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
-
8 April 2020
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
-
4 March 2020
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
-
9 January 2020
Technology Priorities for Wealth Managers As we enter 2020, wealth managers of all stripes are grappling with a common challenge: how to improve…
-
16 December 2019
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
-
12 December 2019
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
2 December 2019
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
-
1 November 2019
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
-
20 October 2019
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
-
18 October 2019
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
-
23 August 2019
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
-
16 August 2019
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
14 August 2019
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
Research related to Avaloq Front Solutions
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27 May 2020
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…
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28 April 2020A developer portal is more than a repository for API documentation. Celent has been tracking open banking API developer portals since early 2017…
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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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15 April 2020Australian Military Bank (AMB) is a niche institution dedicated to serving Australian Defence personnel and their families with products and ser…
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11 March 2020A previous report looked at the evolution of channel platforms from major vendors. Niche vendors are converging, adding channel capabilities to…
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5 March 2020A previous report looked at the evolution of channel platforms from major vendors. Niche vendors are converging, adding channel capabilities to…
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22 February 2020The increasing importance of the retail investor in Asia, and in Hong Kong in particular, is being driven by China. While Hong Kong provides a g…
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21 January 2020At the start of the new decade, there is a noticeable observation in how business models are evolving to satisfy the latest generation of workin…
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8 January 2020Banks are at an inflection point and the curve of opportunity is steep. Given technological advances, they can change the game in both customer…
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3 December 20195G is beginning to roll out around the world. It’s 10 to up to 100 times as fast as its predecessor 4G, has higher capacity, and provides lower…
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22 May 2019The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
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25 January 2019Banks say CX is important, but the significant majority of US banks aren’t utilizing established solutions designed to optimize the in-person CX…