
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
Subject to reasonable use.
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
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…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
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…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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 Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Sanctions screening in many ways underpins anti-money laundering (AML) and counter terrorist financing (CTF) operations at financial institution…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
When it comes to AI, machine learning, and advanced analytics, there is one undeniable conclusion: The biggest risk in AI today is not implemen…
Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
An Audio with Slides version of the Report -- The Story of Data, Maps, and Digital Proximity Abstract The “Last Mile” in delivery, direction, se…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
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…
Shelter-in-place and attendant work from home have been a litmus test for the state of digitization at banks. Those in the vanguard have fared r…
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…
In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
A developer portal is more than a repository for API documentation. Celent has been tracking open banking API developer portals since early 2017…
Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
Insurtechs and innovation are the disruptors of the insurance world, and in Singapore, there is a unique group of insurtech companies that seek…
Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
Australian Military Bank (AMB) is a niche institution dedicated to serving Australian Defence personnel and their families with products and ser…
Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…