19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Research related to Messagepoint
-
-
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…
-
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…
-
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,…
-
4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
-
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…
-
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…
-
6 March 2020Once just a back office batch printing system, customer communications management (CCM) systems have been transformed to create, deliver and sto…
-
6 March 2020Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
-
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…
-
14 November 2019Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…
-
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…
-
17 October 2019Let’s be honest: The insurance industry has never been regarded as a shining example of communication at its best. That is a problem. There is a…
-
21 August 2017Interacting effectively with customers has become an important objective for financial services firms over the past decade, and it accelerated w…