19 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…
Research related to Envizage API
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6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
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27 April 2021
Line of business (LOB) and technology heads at wholesales financial institutions (FIs) come from different angles in wanting to realize business…
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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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31 March 2021Historically small business banking has been fraught with trade-offs between lowering cost-to-serve and improving customer experience. As a resu…
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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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11 March 2021Celent’s definition of natural language processing (NLP) is the application of artificial intelligence (AI) that analyses and synthesizes natura…
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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 2021Read about how an insurer optimize price and provide price personalization through the analysis of customers' reponse to price change and their…
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10 March 2021Read about how an insurer used telematics data to underwrite and assess claims and premium payments, with the application of usage-based insuran…
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10 March 2021Read about how an insurer identifies suspicious individuals and claims in the insurance industry through the application of graph theory in soci…
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9 March 2021United Overseas Bank recognized the potential of artificial intelligence (AI) and machine learning (ML)–powered solutions to strengthen its cont…
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9 March 2021To support the bank’s high growth ambitions from its consumer banking business and fulfil its mission of building a digital bank of the future,…
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8 March 2021
The use of AI in financial services is becoming a reality. The capital markets are fertile proving grounds for overcoming real challenges in the…