
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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…
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontli…
This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggr…
Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
2020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
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…
This Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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…
Snap polls reflect questions asked by members of the Celent Research Panel, a group of C level executives at insurers. This snap poll was fielde…
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
At the end of every year, Celent surveys insurance company CIOs, asking them about their priorities for the coming year. The survey covered nin…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
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…
In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
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…
Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
Digitizing customer onboarding is like using starting blocks in a sprint. It improves performance materially. Onboarding times can be reduced fr…
The past two years has seen an explosion of fintech product launches in response to the manifest demand for digital customer origination and onb…
2019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
Celent has released a new report titled Onboarding in Corporate Transaction Banking: Prioritizing Investments for Reducing Friction. The report…
Once exclusively the domain of the branch channel, institutions are hurrying to provide a compelling digital onboarding experience. This report…
The 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…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
A 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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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…
The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
Corporate actions processing has lagged other areas in technology innovation. However, developments in new technology and low-cost operating mod…