
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
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…
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
Distributed Ledger Technology (DLT) is a shared database which is spread across multiple participants on a decentralized network and records tra…
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. P…
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
2019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
The complex dynamics of technology and regulatory evolution have placed unprecedented demands on banks’ Know Your Customer (KYC) and anti-money…
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
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…
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
Tomorrow’s the first day of October, and that means it’s time to start preparing for Money 20/20, held October 27-30 in Vegas. I’ve got some pra…
This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (c…
IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of…
Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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…
In recent weeks, Charles Schwab and TD Ameritrade have both announced that they will be doing away with trade commissions. Although this is not…
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
Virtual reality enables the advisor or analyst to manipulate objects across multiple dimensions, and in a collaborative way. The most powerful u…
Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
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…
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…