23 April 2020
The 2020 edition of Oliver Wyman's annual report with Morgan Stanley offers an overview of industry trends and analysis in wholesale banking.The…
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Research related to Rely Factoring / Payables Finance
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23 March 2020Our parent firm, Oliver Wyman (OW), is closely monitoring COVID-19 events in real-time and has compiled resources to help clients and the indust…
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9 January 2020THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
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13 December 2019Earlier this year I wrote a blog "US Corporate Real-Time Payment (RTP) Adoption: If You Build It, Will They Come?" discussing how at the 2019 NA…
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6 February 2019The Association for Financial Professionals (AFP) recently published its annual 2019 AFP Risk Survey Report. The survey, supported by Marsh & Mc…
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18 September 2018According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dyna…
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24 July 2018In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking…
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17 July 2018Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation.…
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21 June 2018This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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29 January 2018As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
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20 December 2017As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
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12 October 2017Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
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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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8 July 2020Financial inclusion is a tremendous opportunity for many local, regional, and even global banks. Yet capturing it requires specialist capabiliti…
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27 May 2020It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
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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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5 May 2020COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
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1 May 2020Celent has discussed the importance of digitizing both the data-driven and document-driven aspects of the entire retail lending customer engagem…
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28 April 2020Loan application submissions under the SBA's Paycheck Protection Program (part of the US CARES Act) started slowly as lenders waited for clarifi…
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28 April 2020A developer portal is more than a repository for API documentation. Celent has been tracking open banking API developer portals since early 2017…
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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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25 April 2020Insurtechs and innovation are the disruptors of the insurance world, and in Singapore, there is a unique group of insurtech companies that seek…
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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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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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15 April 2020This large, national, digital financial institution created a digital mortgage platform using inhouse and customized third party point-of-sale (…
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15 April 2020Celent recognizes Santander UK as the winner of the 2020 Celent Model Bank Award for Commercial Lending for their initiative SME, Commercial, an…
Research related to Symetria
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2 August 2020Today’s artificial intelligence (AI) and machine learning (ML) will require a different approach in management, combining both technical assessm…
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6 July 2020Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
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1 July 2020Celent explores key trends, data sources, metrics, and partnerhsips in ESG. We look at the implications across capital markets, asset and wealth…
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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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29 June 2020Know Your Customer (KYC) attracts ever-increasing scrutiny from regulators and has become one of the most complex operational areas in anti-mone…
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28 June 2020The insurance industry is moving beyond small proof of concept projects toward large-scale adoption of machine learning (ML), and this calls for…
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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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7 June 2020Within the domain of capital markets trading, investing, structuring and risk management, next generation technology and emerging digital approa…
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28 May 2020Celent 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 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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13 May 2020Celent recently released a body of COVID-19 response related resources and perspectives, and this includes my recent report pertaining to the ex…
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28 April 2020Against the urgent backdrop and the scale of the current pandemic challenges, what poses the biggest complications for financial institutions ar…
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8 April 2020March Madness: Month 1 of Covid-19 A brief look at the end of the beginning from a trading and communication perspective. A look at how trading…
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24 March 2020In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
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22 March 2020So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
Research related to Rely Leasing
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15 April 2020
Celent recognizes Santander UK as the winner of the 2020 Celent Model Bank Award for Commercial Lending for their initiative SME, Commercial, an…
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15 April 2020OakNorth’s next-generation credit and monitoring platform leverages machine learning, decades of credit expertise, and massive data sets to mode…
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27 March 2020Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
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9 January 2020
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
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3 December 2019It is been four years since I published the blog "Reports of small business lending’s death are greatly exaggerated", written in response to an…
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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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29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
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20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
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12 October 2017
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Research related to Binfolio
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22 June 2020Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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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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27 May 2020
It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
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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 2020
Robust 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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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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8 April 2020As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
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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 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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4 March 2020Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
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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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9 January 2020Technology Priorities for Wealth Managers As we enter 2020, wealth managers of all stripes are grappling with a common challenge: how to improve…
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16 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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12 December 2019Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…