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…
Research related to Equisoft/Analyze for wholesalers
-
-
19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
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…
-
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…
-
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…
-
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…
-
23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
8 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
25 February 2021North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
14 December 2020Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
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…
-
4 November 2020While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
-
20 October 2020European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
19 October 2020The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
-
27 September 2020Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Research related to IT Services
-
18 August 2021The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
-
21 June 2021This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
-
18 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…
-
28 April 2021
Technology-driven change is accelerating in the buy side front office according to senior buy side executives who participated in an exclusive C…
-
4 April 2021The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
3 April 2021The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
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…
-
10 March 2021This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
-
8 March 2021The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
-
8 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…
-
30 September 2020Cloud was a hot topic before COVID-19, but where and how are banks leveraging the cloud now, and what will the future hold? Celent offers a view…
-
29 September 2020The public cloud has made a steady and significant impact on retail banking as institutions look to innovate and keep up with new market entrant…
-
28 September 2020Financial institutions, and regulators, have traditionally been sensitive to data protection, privacy, and security issues for risk and complian…
-
24 September 2020What if, suddenly, everyone stopped driving? COVID 19 just asked an insurance question that has never been posed before. This is the greatest gl…
-
17 August 2020The mortgage lending industry is in turmoil for the second time in only a decade as the coronavirus has increased loan delinquencies and affecte…
Research related to Equisoft/Analyze for advisors
-
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…
-
19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
18 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…
-
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…
-
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…
-
7 April 2021
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
23 March 2021
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
8 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
25 February 2021
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
14 December 2020
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
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…
-
4 November 2020
While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
-
20 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
19 October 2020
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
-
27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Research related to Equisoft/apply
-
15 July 2021Real-world examples provide the most concrete way to explore critical questions driving changes in insurance today. As a result, we animated sev…
-
30 June 2021Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
25 May 2021Is the intrinsic value of the coverage enough? Or do new customers want more from their insurance company? Today’s insurance experience is often…
-
6 April 2021Snap polls reflect questions posed by members of the Celent executive research panel. Several members of the NA L&H panel queried about digital…
-
12 February 2021
Yesterday, Lemonade announced the launch of their long awaited Life protection offering through a strategic partnership with Bestow. This is an…
-
9 February 2021
I am very excited to be at Celent — it is such a fantastic opportunity to be here at the hub of insurance technologies. Thank you for coming to…
-
1 November 2020User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
-
24 August 2020As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
9 February 2020This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
-
20 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…
-
17 September 2019Celent's recent report, Upping the Bar, focused on the cost and key performance indicators of the New Business and Underwriting (NBUW) process a…
-
18 March 2019System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
8 November 2016
Celent has released a new report titled The Doorway to Straight-Through Processing: Life Insurance Electronic Applications 2016 North American V…
Research related to Equisoft/Centralize
-
30 June 2021
Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
27 April 2020As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…
Research related to Equisoft/Design
-
30 June 2021
Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
25 March 2021Alternative data sources would provide insurers with additional data that complement internal organizational or policyholders’ information. It w…
-
11 March 2021Celent’s definition of natural language processing (NLP) is the application of artificial intelligence (AI) that analyses and synthesizes natura…
-
18 December 2020The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
-
1 November 2020
User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
-
24 August 2020
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
5 July 2020Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
-
9 February 2020
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
-
20 January 2020
At the start of the new decade, there is a noticeable observation in how business models are evolving to satisfy the latest generation of workin…
-
18 March 2019
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
21 February 2019Insurance is a promise to pay. Policy forms are the expression of this promise in written form. Creating and maintaining these forms is a core a…
-
22 October 2018With the fight for new customers growing more and more competitive, carriers continue to look for new ways of differentiation through their prod…
-
20 September 2018In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
Research related to Equisoft/Connect
-
19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
24 March 2021Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
-
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…
-
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…
-
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…
-
21 May 2020The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
-
15 April 2020First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
-
7 April 2020As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
-
4 March 2020Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
-
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…
-
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…
-
17 October 2019Let’s be honest: The insurance industry has never been regarded as a shining example of communication at its best. That is a problem. There is a…
-
12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
-
31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
11 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
Research related to Equisoft/Illustrate
-
9 December 20202020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
-
30 November 20202020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
-
2 October 2020Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
-
5 July 2020
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
-
24 March 2020The current Coronavirus Disease 2019 (COVID-19) has put the global environment into trying times and it signify opportunities to extend current…
-
18 March 2019
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
29 October 2018A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
-
23 September 2016
Celent has published a new report titled Views of the Past and Future: Trends and Predictions for North American Illustration Systems.The report…
-
25 August 2016
Celent has released a report that reviews the global life insurance illustration solution spectrum titled Predicting the Future: 2016 EMEA, APAC…
-
24 August 2016
Celent has released a report that reviews the North American life insurance illustration solution spectrum titled Predicting the Future, 2016 No…
Research related to Equisoft/Plan
-
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…
-
19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
18 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…
-
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…
-
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…
-
7 April 2021
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
23 March 2021
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
8 March 2021
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
25 February 2021
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
14 December 2020
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
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…
-
4 November 2020
While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
-
20 October 2020
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
-
19 October 2020
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
-
27 September 2020
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Research related to Equisoft/Manage
-
12 September 2021Group & Voluntary is an active market attracting interest from both existing players and new entrants, many of which would not have existed five…
-
8 September 2021"Conversions are very risky, painful and are never on-time!"— is this old saying still true for insurance system conversions? Apparently, there…
-
18 August 2021Application programming interface (API) has been the go-to solution when insurers and technology vendors discuss the way to develop, package, an…
-
15 July 2021
Real-world examples provide the most concrete way to explore critical questions driving changes in insurance today. As a result, we animated sev…
-
30 June 2021
Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
29 June 2021
What does leading-class digital insurance look like today? And what are the key gaps to getting there? We recently explored these questions thro…
-
18 December 2020
The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
-
10 December 2020Although 2020 has certainly been a unique year it hasn’t put a damper on the momentum that has been building over the last few years in the Life…
-
3 December 2020The usage of legacy data sources combined with new alternative data sources are transforming underwriting, policy application approval, and issu…
-
18 September 2020Can I get to a positive ROI and is the investment going to be worth it if I can't? This is a fundamental question to answer before investing in…
-
29 August 2020Conversations in innovation strategy deployments has seen plug-and-play and APIs as the common solution for shipping and serving modular contain…
-
24 August 2020
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
5 July 2020
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
-
29 April 2020Celent reviews every policy adminstration system in all global markets every two years. This report is a companion report to the North American…
-
27 April 2020
As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…