28 May 2020
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
Research related to WSO Software
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26 May 2020The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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9 March 2020The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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13 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
Research related to thinkFolio
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28 May 2020
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
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26 May 2020
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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4 May 2020Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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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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9 March 2020
The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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21 February 2020The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
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7 February 2020Celent in conjunction with Nasdaq interviewed and surveyed 50 senior front office trading and technology staff at global trading firms, broker d…
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28 November 2019Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
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14 November 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
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30 October 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
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28 October 2019This is the essential guide to trading technology in 2019. Celent looks at the leading Order Management System (OMS) and Execution Management Sy…
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26 August 2019Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
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17 June 2019We just published Innovations in Fixed Income Technology: The Platforms and the Pieces which explores the changing fixed income trading technolo…
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25 March 2019We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
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14 February 2019We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontli…
Research related to Enterprise Data Management (EDM) and EDM Warehouse
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30 June 2020During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
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8 June 2020Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
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30 April 2020Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
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15 April 2020First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
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13 February 2020At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
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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…
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11 September 2019SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
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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…
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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…
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18 September 2018DataOps Can Move Analytics from a Discrete Activity to a Winning Business Discipline The potential of artificial intelligence (AI) technologies…
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5 July 2018Note: A webinar that draws on this presentation is available here. In this report, we discuss the Data Science workflow, from gathering requirem…
Research related to Counterparty Manager: Onboarding Accelerator
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13 July 2020Shelter-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…
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7 May 2020In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
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28 April 2020Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
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21 April 2020Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
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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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10 April 2020Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
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28 January 2020Digitizing customer onboarding is like using starting blocks in a sprint. It improves performance materially. Onboarding times can be reduced fr…
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27 January 2020The past two years has seen an explosion of fintech product launches in response to the manifest demand for digital customer origination and onb…
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21 November 20192019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
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11 September 2019The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
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16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
Research related to Information Mosaic Corporate Actions
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26 May 2020
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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4 May 2020
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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24 March 2020Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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9 March 2020
The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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21 February 2020
The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
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27 November 2019Corporate actions processing has lagged other areas in technology innovation. However, developments in new technology and low-cost operating mod…
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10 September 2019Join us for this presentation by Arin Ray addressing corporate actions automation and how to leverage innovative technology to improving efficie…
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9 September 2019Distributed Ledger Technology (DLT) is a shared database which is spread across multiple participants on a decentralized network and records tra…
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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…
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14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
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6 August 2019With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
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14 May 2019The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
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24 January 2019Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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13 December 2017
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…