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Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
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27 July 2018Cards remain the backbone of commerce and payments, yet many systems powering cards processing at financial institutions are decades old and stru…
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16 May 2018I’ve been attending the NACHA Payments conference for many years, either as a banker, technologist, or industry research analyst. In recent years…
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18 September 2018According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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18 September 2018
According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018
In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018
Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018
This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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29 January 2018As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital corp…
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18 September 2018
According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018
In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018
Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018
This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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24 April 2018Celent recognizes Credit Suisse as the 2018 Model Bank: Cash Management for their Direct Business Multibanking Cashmanagement initiative. Multiba…
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29 January 2018
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26 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
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17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
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23 May 2018CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
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14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017
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20 January 2018The operational challenges of AML compliance and the technical capabilities of anti-money laundering (AML) software have hit an impasse. This is…
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17 January 2019Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
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18 September 2018
According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018
In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018
Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018
This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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23 May 2018
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Capital Markets Surveillance Vendor Landscape: The Next Wave in Trade and Communication Surveillance4 February 2018Analytics is reshaping capital markets surveillance. This report presents the latest trends and innovation in multichannel surveillance technolo…
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22 November 2017Regulatory pressures are driving strong global demand for cross-asset automated surveillance capabilities that leverage artificial intelligence (…
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14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
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17 January 2019
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
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29 November 2018This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggre…
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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 fo…
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26 November 2018
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front office…
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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 lo…
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17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
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9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
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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 data…
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31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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30 May 2018Today, an institution can take two approaches to reduce false alarms. It can either lower risk thresholds to capture more suspicious activities,…
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23 May 2018
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
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22 May 2018I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial inst…
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29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
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18 April 2018I was recently part of a large industry Risk and Compliance Summit in London, where I presented perspectives based on a recent study Celent execu…
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27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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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 millennia…
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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 at…
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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 a…
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19 November 2017Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admini…
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14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
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23 October 2017As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggreg…
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11 October 2017Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical b…
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3 May 2017Celent has released a new report titled Marching to a Different Beat: Architectures and IT Sourcing Options for Asset Managers. The report was wr…
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11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
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20 September 2018In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachment…
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18 September 2018
According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018
In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018
Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018
This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital corp…
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26 November 2018“Brick and mortar” is a phrase going back around 20 years to the dawn of the generally available internet when web designers were looking for a w…
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19 November 2018Bank customer engagement needs to evolve if banks are to remain competitive with alternative providers. Pacesetters are leading the charge by tra…
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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 al…
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26 March 2018The path to omnichannel CX is paved by multiple vendor solutions. If only banks would implement them. Vendors with Large Clients Tend to Evolve w…
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17 January 2019
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
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28 November 2018Watchlist screening has become the most-scrutinized area of AML compliance, and the area that has been hit with the most outsized fines by regula…
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30 October 2018Over the past ten years — we could even stretch back to the last two decades — financial crime management has undergone profound and costly struc…
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5 October 2018Intense regulatory scrutiny is exposing gaps in financial crime compliance operations, while proliferation of digital solutions and channels is c…
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4 September 2018Traditional technology used in financial crime compliance operations has reached an impasse and cannot handle growing volumes and complexities. E…
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30 May 2018
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10 March 2018Now, more than ever, achieving a full, 360-degree view of customers is essential for holistic, optimized and effective anti-money laundering comp…
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29 November 2018
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26 November 2018
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17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
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22 May 2018
I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial inst…
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19 November 2017
Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admini…
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23 October 2017
As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggreg…
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11 October 2017
Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical b…
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3 May 2017
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29 November 2018
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26 November 2018
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17 September 2018
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15 June 2017Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some o…
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18 September 2018
According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dynam…
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24 July 2018
In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking a…
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17 July 2018
Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation. T…
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21 June 2018
This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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16 May 2018
I’ve been attending the NACHA Payments conference for many years, either as a banker, technologist, or industry research analyst. In recent years…
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29 April 2018The striking aspect of Celent’s 2018 Model Bank award winners is the number that are applying technology that would have been considered akin to…
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26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
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28 September 2018
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
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9 July 2018
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
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9 July 2018
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
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31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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29 April 2018
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
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27 March 2018
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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24 February 2018
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millennia…
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21 January 2018
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look at…
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10 January 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions hi…
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26 December 2017
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It a…
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26 November 2018
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12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, sol…
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17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational converg…
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31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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23 May 2018
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
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10 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…
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14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
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2 April 2018This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
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27 March 2018In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (co…
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26 March 2018Banks must think beyond regulatory minimums when considering Open Banking APIs. Read more about how forward-looking banks are unlocking business…
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20 March 2018IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of b…
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2 April 2018
This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
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27 March 2018
In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (co…
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20 March 2018
IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of b…
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17 January 2019
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
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28 November 2018
Watchlist screening has become the most-scrutinized area of AML compliance, and the area that has been hit with the most outsized fines by regula…
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30 October 2018
Over the past ten years — we could even stretch back to the last two decades — financial crime management has undergone profound and costly struc…
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Enhancing AML Efficiency and Effectiveness: Artificial Intelligence Transforms the Rules of the Game11 October 2018This report discusses how banks are adopting new tools and technology such as artificial intelligence, machine learning, and robotic process auto…
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5 October 2018
Intense regulatory scrutiny is exposing gaps in financial crime compliance operations, while proliferation of digital solutions and channels is c…
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18 September 2018Anti-money laundering software continues to evolve. Solution providers have been responding to demands for new functionality driven by financial…
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4 September 2018
Traditional technology used in financial crime compliance operations has reached an impasse and cannot handle growing volumes and complexities. E…
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30 May 2018
Today, an institution can take two approaches to reduce false alarms. It can either lower risk thresholds to capture more suspicious activities,…
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10 March 2018
Now, more than ever, achieving a full, 360-degree view of customers is essential for holistic, optimized and effective anti-money laundering comp…
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17 January 2019
Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string o…
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30 May 2018
Today, an institution can take two approaches to reduce false alarms. It can either lower risk thresholds to capture more suspicious activities,…
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2 April 2018
This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
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27 March 2018
In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (co…
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26 March 2018
Banks must think beyond regulatory minimums when considering Open Banking APIs. Read more about how forward-looking banks are unlocking business…
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20 March 2018
IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of b…
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3 July 2018Change in FX trading has been fast, but the next five years are going to be explosive. This report is an in-depth look at FX technology across th…
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23 May 2018
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
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22 May 2018
I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial inst…
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11 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models,…
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29 November 2017Everyone trades foreign exchange, and most firms are still paying very high prices to transact in a crucial part of the overall capital markets. This report is a deep dive of trends and players in the FX technology space. It includes a breakdown by functionality in the FX trading, analytics, and venue landscape and the remapping of the industry by emerging technologies.…
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19 November 2017
Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admini…
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14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investing…
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13 November 2017
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financia…
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23 October 2017
As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggreg…
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11 October 2017
Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical b…
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3 May 2017
Celent has released a new report titled Marching to a Different Beat: Architectures and IT Sourcing Options for Asset Managers. The report was wr…