
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
Subject to reasonable use.
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
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…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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…
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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…
Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
Cloud 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…
The public cloud has made a steady and significant impact on retail banking as institutions look to innovate and keep up with new market entrant…
Financial institutions, and regulators, have traditionally been sensitive to data protection, privacy, and security issues for risk and complian…
What if, suddenly, everyone stopped driving? COVID 19 just asked an insurance question that has never been posed before. This is the greatest gl…
The mortgage lending industry is in turmoil for the second time in only a decade as the coronavirus has increased loan delinquencies and affecte…
Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.
Wealth management firms use outsourcing as a cost-cutting measure, and adoption has tended to accelerate in times of lackluster market condition…
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…
March Madness: Month 1 of Covid-19 A brief look at the end of the beginning from a trading and communication perspective. A look at how trading…
Celent in conjunction with Nasdaq interviewed and surveyed 50 senior front office trading and technology staff at global trading firms, broker d…
Banks, particularly larger ones, have long been wed to on-premise applications. Yet there are real and compelling benefits to moving to the clou…
As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
The traditional mortgage banking model is broken due to short-sighted strategy management of the business, underinvestment in technology relativ…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
Ninety percent of Fortune 1000 companies engage in some degree of external IT services. The increase in these engagements is to a large extent t…
Ninety percent of Fortune 1000 companies engage in some degree of external IT services. The increase in these engagements is to a large extent t…
The market for IT services is evolving dramatically as the priorities of institutions shift towards high-value partnerships. Ninety percent of F…
The market for IT services is evolving dramatically as the priorities of institutions shift towards high-value partnerships. Ninety percent of F…
Celent profiles IT service vendors for the insurance industry. The report covers vendors from around the globe with a focus on Asia-Pacific pres…
Celent’s 2017 IT spending report estimates that 13%, or US$0.7 billion in 2017, of LATAM insurance company IT investments will be allocated to e…
This is Celent’s third report profiling IT service vendors for the insurance industry. It covers 24 vendors from around the globe with a focus o…
This is Celent’s third report profiling IT service vendors for the insurance industry. It covers 21 vendors from around the globe with a focus o…
Policy administration system implementations are complex, expensive, and time-consuming. This report delves into the use of systems integrators…
Celent profiles IT service vendors for the insurance industry. The report covers nine global vendors with Latin America presence. IT service ven…
Celent profiles IT service vendors for the insurance industry. The report covers 26 vendors around the globe with a focus on North American pres…
Celent profiles IT service vendors for the insurance industry. The report covers 24 vendors around the globe with a focus on Asia-Pacific presen…
Celent profiles IT services vendors for the insurance industry. The report covers 25 vendors around the globe with a focus on European, Middle E…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
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…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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…
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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…
Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
Although 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…
The usage of legacy data sources combined with new alternative data sources are transforming underwriting, policy application approval, and issu…
Can 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…
Conversations in innovation strategy deployments has seen plug-and-play and APIs as the common solution for shipping and serving modular contain…
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…
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
Celent reviews every policy adminstration system in all global markets every two years. This report is a companion report to the North American…
As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…
In an about face from the 2017 results, customer feedback from clients of life insurance policy administration systems in North America gave muc…
The insurance industry, once a beacon of stability, has been faced with a series of emerging challenges. Insurers are confronted with an increas…
The current Coronavirus Disease 2019 (COVID-19) has put the global environment into trying times and it signify opportunities to extend current…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
Yesterday, Lemonade announced the launch of their long awaited Life protection offering through a strategic partnership with Bestow. This is an…
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…
User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
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…
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
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…
Celent's recent report, Upping the Bar, focused on the cost and key performance indicators of the New Business and Underwriting (NBUW) process a…
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
Celent has released a new report titled The Doorway to Straight-Through Processing: Life Insurance Electronic Applications 2016 North American V…
As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…
The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
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…
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
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…
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
Insurance 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…
With the fight for new customers growing more and more competitive, carriers continue to look for new ways of differentiation through their prod…
In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
2020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
2020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
The current Coronavirus Disease 2019 (COVID-19) has put the global environment into trying times and it signify opportunities to extend current…
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
Celent has published a new report titled Views of the Past and Future: Trends and Predictions for North American Illustration Systems.The report…
Celent has released a report that reviews the global life insurance illustration solution spectrum titled Predicting the Future: 2016 EMEA, APAC…
Celent has released a report that reviews the North American life insurance illustration solution spectrum titled Predicting the Future, 2016 No…
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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…
The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
5G 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…
Let’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…
The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
Celent conducted a study beginning in February 2015 on the North American CRM market for wealth management, focusing on technology vendors that…
Celent conducted a study beginning in February 2015 on the European CRM market for wealth management. Celent focused on technology vendors that…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
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…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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…
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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…
Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…