15 September 2021
MLOps is a multi-phase process that leverages the power of large volumes and variety of data, abundant compute on GPU, and open-source machine l…
Research related to Factbook Client Reports
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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…
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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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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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8 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 2021United Overseas Bank recognized the potential of artificial intelligence (AI) and machine learning (ML)–powered solutions to strengthen its cont…
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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,…
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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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24 February 2021
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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14 January 2021Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
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4 January 20212020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
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19 December 2020Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
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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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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…
Research related to Factbook Pitchbooks
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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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23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
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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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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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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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21 June 2020Set 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…
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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…
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16 April 2020Celent recognizes PIMCO as the winner of the Model Asset Manager 2020 Products and Platforms Award for their initiative PIMCO PRO and portfolio…
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16 April 2020Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
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16 April 2020Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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7 April 2020As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
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4 March 2020Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
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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…