
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
Subject to reasonable use.
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
Congratulations Morgan Stanley, Merrill Lynch, and BNY Mellon Pershing on being Celent's Model Wealth Manager 2021 award winners! Links to the c…
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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…
Digital technologies including big data analytics, artificial intelligence, cloud, and APIs have already transformed customer-facing functions a…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
DBS Bank reimagined their corporate credit risk management by building a one-stop solution for corporate credit processes, from origination to f…
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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…
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…
The strategic importance of value adjustments (XVAs) and counterparty credit risk (CCR) management continues to be in the forefront of capital m…
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
BNP Paribas S.A. implemented One KYC, a utility for collecting, storing, and maintaining information and documents for know-your-customer (KYC),…
The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to rea…
North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
The colocation market is thriving. Although highly associated with high frequency traders utilizing ultra-low latency trading strategies, exchan…
I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
Celent surveyed numerous vendors that provide RPA platforms and/or services to see how RPA is advancing with focus on areas such as process inte…
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
The UK mortgage market is at an inflection point due to higher interest rates, declining lending volumes, and customer demand for a better, tech…
It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted two years ago. Whe…
About the Interview: We chatted with Jeffrey Severjin, Chief Technology officer of five°degrees, about its °neo core banking engine. About five°…
About the Interview: We chatted with Travers Clarke-Walker, Thought Machine's Chief Marketing Officer, about its core banking system Vault. Abou…
About the Interview: We chatted with Michael Haney, Head of Digital Core for Technisys, about Cyberbank, the firm's Digital Engagement accelerat…
About the Interview: We chatted with Vishal Dalal, CEO U.S., Europe, and Asia, about Pismo's core banking platform. About Pismo Pismo is a techn…
About the Interview: We chatted with Raju Daryani, EVP & Head of Digital Core at Intellect Design Arena, about the firm's strategy and offerings…
About the Interview: We chatted with Javier Bucheli, SVP at CobisCorp, about the COBIS Digital Platform. About CobisCorp Our mission is to empow…
About the Interview: We chatted with John Weinkowtiz, Finastra's VP & Global Head of Product Marketing for Universal Banking, about the firm's c…
About the Interview: We chatted with Dennis Gada, Infosys' Head of Financial Services for North America, about the Infosys Cobalt Financial Serv…
2022 will be a critical year in corporate banking. With the impact of the pandemic now largely behind us and today’s customer expectations now c…
Core banking system technology has changed more in the last 5 years than it had in the previous 20. Market dynamics are shifting as new core sys…
Corporate-to-bank channel connectivity is a critical enabler for businesses of all sizes as they expand globally and increase the number of bank…
Last October, the Celent Corporate Banking team published its Technology Trends Previsory, 2022 Edition. In the report, we identified five key t…
On May 4, 2022 Intercontinental Exchange, Inc. (ICE) announced that it entered into a definitive agreement to acquire Black Knight, Inc. (“the t…
2022 will be a critical year in corporate banking. With the impact of the pandemic now largely behind us and today’s customer expectations now c…
I recently joined the Celent Corporate Banking Practice, having spent most of my career working at the intersection of business and technology w…
Winners in corporate and commercial banking are leaping ahead of the competition by leveraging technology to accelerate digital innovation and g…
While banks in Europe have been using ISO 20022 for SEPA schemes for a decade now, despite what non-European banks may thing, it doesn't mean th…
Yesterday, The Wall Street Journal reported that large banks in the US are considering whether to expand the Zelle network into merchant payment…
ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
Recently the New York Times wrote an article entitle Fraud is Flourishing with Zelle: Banks Say it is Not Their Problem. As you’d imagine, it wa…
IndusInd Bank was struggling to cope with the hypergrowth that Indian payments are seeing, with one system, UPI, growing nationally 14 billion t…
Taiwan Life saw an opportunity to be the first to leverage new digital data from the government’s e-health initiative, using machine learning (M…
The FWD Group Data team developed a smart insurance framework, an AI-everywhere approach that aims to transform the insurance journey by leverag…
For transaction banking, the sharp downturn in interest rates in 2020 led to a collapse of net interest income on deposits and effectively wiped…
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
Banks around the world are modernizing their payment systems to address the changing demands of their customers and regulators. Real-time paymen…
Transaction banking, including cash management and payments, has been hit hard over the past 18 months. A sharp downturn in interest rates in 20…
The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…