7 December 2021
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
Research related to Messagepoint
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29 September 2021Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
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28 September 2021The digitization of banking and the componentization of and improvements in its technologies has led to blurring lines of demarcation between tr…
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19 July 2021Over 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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29 June 2021Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
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24 March 2021Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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8 March 2021The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
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4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
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10 November 2020This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
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8 March 2020Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
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6 March 2020Once just a back office batch printing system, customer communications management (CCM) systems have been transformed to create, deliver and sto…
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6 March 2020Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
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25 November 2019The focus of the retail lending industry in recent years has been on digital account origination at the point-of-sale (POS). Attracting prospect…
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14 November 2019Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…
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25 October 2019Wealth managers are eager to learn new ways to improve the customer experience they provide as firms are feeling significant pressures from thei…