
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
Subject to reasonable use.
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
Reconciliation is a critical part of capital markets operations because the inability to get it right can result in business losses, suboptimal…
Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
Once just a back office batch printing system, customer communications management (CCM) systems have been transformed to create, deliver and sto…
The focus of the retail lending industry in recent years has been on digital account origination at the point-of-sale (POS). Attracting prospect…
Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…
Wealth managers are eager to learn new ways to improve the customer experience they provide as firms are feeling significant pressures from thei…
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…
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
Interacting effectively with customers has become an important objective for financial services firms over the past decade, and it accelerated w…
Just 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…
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…
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
A new world of more costly, intrusive, and data-intensive regulatory regimes has challenged ALM practices and operating models to embrace greate…
Within the domain of capital markets trading, investing, structuring and risk management, next generation technology and emerging digital approa…
Globally, the financial environment remains in an ultra-low interest rate environment and there is a high probability that interest rates will r…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
Within the domain of financial asset-liability (ALM) and balance sheet risk management, next generation technology and emerging digital approach…
EVOLUTION AND REVOLUTION IN RISK AND COMPLIANCE Risk and compliance in the financial industry is at a watershed moment. While continuing to be h…
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…
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Within the domain of capital markets trading, investing, structuring and risk management, next generation technology and emerging digital approa…
Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
When new lending volume declines and delinquencies rise, loan collections systems become the most important system in the retail bank to protect…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Celent analyzes architectural underpinnings, operating models. and market solutions that can enable sustainable future state capabilities for en…
Globally, 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…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Distributed ledger technology (DLT) has the potential to provide a new architecture for the financial system in corporate banking and capital ma…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Loan application submissions under the SBA's Paycheck Protection Program (part of the US CARES Act) started slowly as lenders waited for clarifi…
Celent recognizes Santander UK as the winner of the 2020 Celent Model Bank Award for Commercial Lending for their initiative SME, Commercial, an…
OakNorth’s next-generation credit and monitoring platform leverages machine learning, decades of credit expertise, and massive data sets to mode…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
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…
In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
In 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…
Distributed ledger technology (DLT) has the potential to provide a new architecture for the financial system in corporate banking and capital ma…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
The past decade has been unique for financial services industry and the economy in general. The Great Recession-which in the United States began…
As banks look to improve the corporate banking customer experience, by upgrading their technology infrastructure, they often turn to digital cor…
As banks look to transform the corporate banking customer experience by upgrading their technology infrastructure, they often turn to integrated…
Corporate banking plays a dominant role for the largest global banks. Celent drills down into corporate banking performance and takes a closer l…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
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…
This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
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…
The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
As the coronavirus pandemic rocks the markets and affects virtually every area of financial services, estate lawyers, advisors, financial planne…
Coronavirus (COVID-19) is already having a profound effect on people’s lives and the economy. Corporate and commercial banks have a central role…
Advances in predictive analytics and Natural Language Processing have allowed Financial Institutions (FIs) to automate significant portions of t…
THREE EXTERNAL FORCES DRIVING CORPORATE BANKING CHANGE Corporate bankers face a 2020 landscape shaped by three powerful external forces: Corpora…
Wealth management firms have historically lacked the ability to tap into the reserves of client data they’ve collected to unlock its commercial…
5G 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…