26 October 2019
At InsureTech Connect, Celent organized and delivered a four-hour session to a packed room. The topic was "Unlocking Value with APIs, Connected…
Sageworks
Email
Call back
Website
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
close
You can activate this feature with a VendorMatch Premium subscription.
Vendors can upgrade to VendorMatch PRO
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Research related to Sageworks ALLL
-
-
26 November 2018There is an explosion of new data sources and firms providing access to that data. This phenomenon, with a boost from new analytic methods, will…
-
9 July 2018In January this year I posted a blog, If 2017 Was the Year of Insurtech, Will 2018 be the Year of the Insurance Platform? The blog pointed out t…
Research related to Sageworks Workflow
-
22 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…
-
24 January 2019Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
-
15 June 2017Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some…
Research related to Sageworks Stress Testing
-
27 November 2019Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
-
19 November 2019When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
-
14 November 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
30 October 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
18 September 2019TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
-
26 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
-
17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
-
30 May 2018Today, an institution can take two approaches to reduce false alarms. It can either lower risk thresholds to capture more suspicious activities,…
-
23 May 2018CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
-
18 April 2018I was recently part of a large industry Risk and Compliance Summit in London, where I presented perspectives based on a recent study Celent exec…
-
14 November 2017Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
-
13 November 2017Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Research related to Sageworks Accounting for Purchased Loans
-
26 October 2019
At InsureTech Connect, Celent organized and delivered a four-hour session to a packed room. The topic was "Unlocking Value with APIs, Connected…
-
26 November 2018
There is an explosion of new data sources and firms providing access to that data. This phenomenon, with a boost from new analytic methods, will…
-
9 July 2018
In January this year I posted a blog, If 2017 Was the Year of Insurtech, Will 2018 be the Year of the Insurance Platform? The blog pointed out t…
Research related to Sageworks Risk Rating
-
27 November 2019
Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
-
19 November 2019
When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
-
14 November 2019
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
30 October 2019
Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
18 September 2019
TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
-
26 November 2018
This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
-
17 September 2018
Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
-
23 May 2018
CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
-
14 November 2017
Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
-
13 November 2017
Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
Research related to Sageworks Client Portal
-
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…
-
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…
-
20 September 2018In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
-
29 January 2018As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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…
Research related to Sageworks Credit Analysis
-
19 November 2019
When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks Electronic Tax Return Reader
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks No Data Entry
-
26 October 2019
At InsureTech Connect, Celent organized and delivered a four-hour session to a packed room. The topic was "Unlocking Value with APIs, Connected…
-
26 November 2018
There is an explosion of new data sources and firms providing access to that data. This phenomenon, with a boost from new analytic methods, will…
-
9 July 2018
In January this year I posted a blog, If 2017 Was the Year of Insurtech, Will 2018 be the Year of the Insurance Platform? The blog pointed out t…
Research related to Sageworks Loan Decisioning
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks Loan Administration
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks Loan Application
-
3 December 2019
It is been four years since I published the blog "Reports of small business lending’s death are greatly exaggerated", written in response to an…
-
20 September 2018
In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks Loan Pricing
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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 Sageworks Relationship Manager
-
3 December 20195G is beginning to roll out around the world. It’s 10 to up to 100 times as fast as its predecessor 4G, has higher capacity, and provides lower…
-
17 October 2019
Let’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…
-
11 October 2019
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
-
12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
-
31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
10 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
-
29 January 2018
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
-
20 December 2017
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
-
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…