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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25 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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4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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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…
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29 October 2020Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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26 October 2020Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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11 October 2020Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
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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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25 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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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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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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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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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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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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8 December 2020
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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2 December 2020This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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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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13 November 2020Snap polls reflect questions asked by members of the Celent Research Panel, a group of C level executives at insurers. This snap poll was fielde…
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2 October 2020Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
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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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29 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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7 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…
Research related to Counterparty Manager: Onboarding Accelerator
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30 March 2021Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
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10 March 2021RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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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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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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6 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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27 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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10 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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31 May 2018Over 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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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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11 December 2020The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
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8 December 2020
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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3 December 2020A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
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29 October 2020
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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28 October 2020Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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26 October 2020
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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21 October 2020New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
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20 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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16 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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25 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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3 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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23 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 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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27 November 2019Corporate actions processing has lagged other areas in technology innovation. However, developments in new technology and low-cost operating mod…