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…
Avaloq
Research related to Avaloq Banking Suite
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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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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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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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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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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…
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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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14 December 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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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 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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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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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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11 August 2020COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
Research related to Avaloq Core
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8 November 2021As analysts, we often get invited to speak at various conferences and client events. It is a privilege we don't take for granted, and always str…
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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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22 September 2021 -
18 April 2021Embedded finance is a burgeoning space with the potential to dramatically reshape the way customers engage with financial services. And yet, dif…
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10 March 2021The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin…
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10 March 2021This Model Bank report uncovers how Delta Community undertook a multiyear technology and operations transformation project in recognition that f…
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24 November 2020The way in which banking software is being designed, written, deployed, maintained, updated, and replaced has accelerated due to cheaper storage…
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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 July 2020The path to digitization can challenge financial institutions, especially community banks, in several ways. From the provider perspective, small…
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1 June 2020Banking is experiencing a period of business model innovation brought on by the emergence of new market entrants moving the ball forward on cus…
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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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13 April 2020Celent recognizes Länsförsäkringar Bank as the winner of the 2020 Celent Model Bank Award for Core Technology Replatforming for its initiative C…
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4 March 2020The home lending industry is in the early stages of digital disruption that retail deposit, credit card, and personal lending sectors have alrea…
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9 January 20202020 promises to be a year of excitement and challenge for retail bankers. Celent's analysts have a full agenda planned to help them address the…
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11 December 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…