24 March 2021
Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
Research related to Sageworks Workflow
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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,…
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4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
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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…
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10 August 2020Reconciliation is a critical part of capital markets operations because the inability to get it right can result in business losses, suboptimal…
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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…
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6 March 2020Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
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6 March 2020Once just a back office batch printing system, customer communications management (CCM) systems have been transformed to create, deliver and sto…
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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…
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14 November 2019Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…
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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…
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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…
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24 January 2019Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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21 August 2017Interacting effectively with customers has become an important objective for financial services firms over the past decade, and it accelerated w…
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21 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
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11 May 2021Risk and compliance functions have traditionally lagged in adopting new technology. But that had started to change in the last 24 months, and th…
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18 April 2021In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
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14 April 2021In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
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11 April 2021Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
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9 March 2021Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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9 March 2021Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…
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8 March 2021
The Portfolio Risk Platform leverages state-of-the-art analytics to identify various elements of risk in client portfolios, down to the security…
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7 March 2021State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…
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24 February 2021
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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11 December 2020The 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…
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8 December 2020The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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25 November 2020This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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28 October 2020Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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26 October 2020Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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20 October 2020The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research related to Sageworks Risk Rating
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18 April 2021
In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
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9 March 2021
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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9 March 2021
Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…
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8 March 2021
The Portfolio Risk Platform leverages state-of-the-art analytics to identify various elements of risk in client portfolios, down to the security…
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7 March 2021
State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…
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11 December 2020
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…
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8 December 2020
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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25 November 2020
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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10 November 2020Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
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29 October 2020Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
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28 October 2020
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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26 October 2020
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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20 October 2020
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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4 October 2020Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
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27 September 2020Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research related to Sageworks Credit Analysis
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9 March 2021
Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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19 February 2021Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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25 November 2020
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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23 November 2020While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
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22 July 2020At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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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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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 2020THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
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19 November 2019When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
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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 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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9 March 2016
Celent analyzes architectural underpinnings, operating models. and market solutions that can enable sustainable future state capabilities for en…
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31 May 2012Globally, Celent expects firms to spend in excess of $850 million in 2012 on counterparty risk and CVA management systems, rising at a CAGR of 9…
Research related to Sageworks Electronic Tax Return Reader
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19 February 2021
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
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22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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5 May 2020
COVID-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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27 March 2020
Coronavirus (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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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…
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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 Sageworks Loan Decisioning
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19 February 2021
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
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22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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5 May 2020
COVID-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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27 March 2020
Coronavirus (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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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…
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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 Sageworks Loan Administration
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19 February 2021
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
-
22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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5 May 2020
COVID-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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27 March 2020
Coronavirus (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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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…
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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…
-
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…
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8 August 2016
Distributed ledger technology (DLT) has the potential to provide a new architecture for the financial system in corporate banking and capital ma…
Research related to Sageworks Loan Application
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3 May 2021Commercial loan origination has historically been complex and inefficient, requiring many disparate, disconnected steps to be completed, startin…
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23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
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22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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5 May 2020
COVID-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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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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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…
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14 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 2020
Coronavirus (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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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…
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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…
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29 September 2017In the crowded landscape of small business credit providers, 14 stand out as best practice either in specific parts of the value chain or a mark…
Research related to Sageworks Loan Pricing
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19 February 2021
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
-
22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
-
5 May 2020
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
-
27 March 2020
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
-
9 January 2020
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
-
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
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24 March 2021
Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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19 February 2021
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
-
23 November 2020
While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
-
10 November 2020
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
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21 September 2020Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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22 July 2020
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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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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21 May 2020The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
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5 May 2020
COVID-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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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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7 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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27 March 2020
Coronavirus (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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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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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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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…