2 January 2020
Tighter budgets mean wealth managers must overcome the limitations of legacy technology without reinventing the wheel. A strategic approach will…
Factbook
Email
Call back
Website
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Research related to Factbook Factsheets / Fact sheets
-
-
3 October 2019Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
17 June 2019Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
21 May 2019This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
Research related to Factbook Client Reports
-
2 January 2020
Tighter budgets mean wealth managers must overcome the limitations of legacy technology without reinventing the wheel. A strategic approach will…
-
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…
-
26 November 2019As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
-
25 November 2019Quantum computing has been the talk of the town recently, due to two very different reasons: A barrage of marketing from major tech players an…
-
21 November 2019Making informed decisions based on reliable data on technical insurance performance is a challenge for insurance decision makers. In health insu…
-
20 November 2019Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
-
1 November 2019In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
-
31 October 2019InsureTech Connect is the world’s largest insurtech event and this document was created for Celent customers interested in insurtech and innovat…
-
26 October 2019At InsureTech Connect, Celent organized and delivered a four-hour session to a packed room. The topic was "Unlocking Value with APIs, Connected…
-
26 October 2019In 2014 some inventive engineers in Google’s Paris office created cardboard headgear that allowed users to experience virtual reality via their…
-
20 October 2019Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
-
18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
-
11 October 2019The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
3 October 2019
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
10 September 2019SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
-
10 September 2019Join us for this presentation by Arin Ray addressing corporate actions automation and how to leverage innovative technology to improving efficie…
-
9 September 2019The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
-
23 August 2019The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
-
20 August 2019Rather than thinking of them as a single solution that fixes all problems, AI solutions should be viewed as a toolkit with different capabilitie…
-
16 August 2019A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
13 August 2019This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
-
6 August 2019With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
-
26 June 2019
We are in the midst of an overnight success in the fixed income front office, 20 years in the making. As secular pressure changes the economics…
-
25 June 2019As Insurity’s majority ownership structure transitions from three Private Equity firms (TA Associates, General Atlantic, and Genstar) to a singl…
-
17 June 2019
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
17 June 2019Data is a recurring topic in Celent’s conversations with CIOs. The broad ask by CIOs is to be able to derive insights from a wide variety of dat…
-
21 May 2019
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
-
12 May 2019AI will transform the UI and in turn customer engagement. To track the progress in banking, Celent launched its inaugural AI in the UI Request f…
-
9 May 2019The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial insti…
-
9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
-
24 January 2019As always, CES was overwhelming. 4,500 companies exhibiting to over 180,000 attendees. It might be easier to list some of the things I did not s…
-
26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
-
28 October 2018On the 11th of October Celent hosted an invite-only roundtable discussing AI in insurance. In contrast to the earlier event, this one hosted pro…
-
28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
-
18 September 2018DataOps Can Move Analytics from a Discrete Activity to a Winning Business Discipline The potential of artificial intelligence (AI) technologies…
-
18 September 2018As mentioned in a blog post in May titled Leveraging data and AI in insurance, there is a growing proportion of insurers who invest in artificia…
-
9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
-
2 July 2018Note: A webinar that draws on this presentation is available here. In this report, we discuss the Data Science workflow, from gathering requirem…
-
31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
24 February 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
-
21 January 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
-
26 December 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
-
25 June 2015
I love spotting ironies such as how this years Strata | Hadoop World conference (the UK one) spent more time discussing Apache Spark and whether…
-
19 December 2011
There has been much written about the emergence of Big Data, both as a phenomenon and as a set of practices, infrastructure, and algorithms desi…
Research related to Factbook Pitchbooks
-
12 December 2019
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
-
23 August 2019
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
Research related to Factbook RFI
-
2 January 2020
Tighter budgets mean wealth managers must overcome the limitations of legacy technology without reinventing the wheel. A strategic approach will…
-
3 October 2019
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
17 June 2019
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
21 May 2019
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…