
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
Distributed Ledger Technology (DLT) is a shared database which is spread across multiple participants on a decentralized network and records tra…
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
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…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontli…
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
Security tokens will be one of 2019’s biggest stories in blockchain. As institutional investors position themselves for digital assets, there is…
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggr…
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. P…
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
Today, an institution can take two approaches to reduce false alarms. It can either lower risk thresholds to capture more suspicious activities,…
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
I was recently part of a large industry Risk and Compliance Summit in London, where I presented perspectives based on a recent study Celent exec…
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
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…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontli…
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string…
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggr…
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…