
The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
Subject to reasonable use.
The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
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…
Insurance companies today face both internal and external challenges that hinder them from becoming more competitive and meeting business goals.…
Insurance companies today face both internal and external challenges that hinder them from becoming more competitive and meeting business goals.…
Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
What if, suddenly, everyone stopped driving? COVID 19 just asked an insurance question that has never been posed before. This is the greatest gl…
The mortgage lending industry is in turmoil for the second time in only a decade as the coronavirus has increased loan delinquencies and affecte…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Insurers make a lot of claims payments. It’s an expensive process — not just in terms of the physical costs of printing, paper, and postage, but…
Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.
Wealth management firms use outsourcing as a cost-cutting measure, and adoption has tended to accelerate in times of lackluster market condition…
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…
March Madness: Month 1 of Covid-19 A brief look at the end of the beginning from a trading and communication perspective. A look at how trading…
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 capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
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…
FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
2020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
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 Solution Brief discusses one solution which delivers this new vision for claims teams, seeks to leverage the configurability of the low cod…
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…
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…
Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
During the next 10 years, advancements in artificial intelligence and machine learning will drive a step change in user interfaces and user expe…
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…
Covid-19 is justifiably top of mind for bankers today, yet two pre-pandemic hot topics remain salient today: Customer Experience (“CX”) and Arti…
First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
Know Your Customer (KYC) attracts ever-increasing scrutiny from regulators and has become one of the most complex operational areas in anti-mone…
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…
COVID-19 is prompting dramatic shifts in customer behavior as they exponentially increase the use of digital and remote channels for regular pur…
The COVID-19 pandemic has severely disrupted public health and economic health of societies across the world. In response, local, regional, and…
Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
Mphasis recently briefed Celent about the NextAnglesTM KYC UBO hierarchy assessment solution and showed a demonstration of the solution. This br…
The central role of the US economy, its currency, and its financial institutions have for a long time played a central role in facilitating trad…
EVOLUTION AND REVOLUTION IN RISK AND COMPLIANCE Risk and compliance in the financial industry is at a watershed moment. While continuing to be h…
As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
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…
While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
European wealth managers continue to face headwinds due to political and market volatility, Brexit, the COVID-19 pandemic, dynamic client expect…
Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
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…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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 following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…
Reconciliation is a critical part of capital markets operations because the inability to get it right can result in business losses, suboptimal…
Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Set to go into effect on June 30, Reg BI requires US broker‐dealers to adhere to a best interest standard of care when making a recommendation o…
Celent explores the opportunities and challenges of the morphing sell side front office in this cross asset trading technology piece. The advent…
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 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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
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 wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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…
As we enter April, proxy season kicks off with the majority of public companies starting to host their annual general meetings (AGMs). Amidst CO…
Amid COVID-19 panic and recovery, proxy season, and a US presidential election year, proxy voting is in the spotlight. These factors, along with…
Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
Celent conducted a survey of UK financial advisors on a variety of topic areas related to the use of digital technology to service retail custom…
The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
Although 2020 has certainly been a unique year it hasn’t put a damper on the momentum that has been building over the last few years in the Life…
The usage of legacy data sources combined with new alternative data sources are transforming underwriting, policy application approval, and issu…
Can I get to a positive ROI and is the investment going to be worth it if I can't? This is a fundamental question to answer before investing in…
Conversations in innovation strategy deployments has seen plug-and-play and APIs as the common solution for shipping and serving modular contain…
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
Celent reviews every policy adminstration system in all global markets every two years. This report is a companion report to the North American…
As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…
In an about face from the 2017 results, customer feedback from clients of life insurance policy administration systems in North America gave muc…
The insurance industry, once a beacon of stability, has been faced with a series of emerging challenges. Insurers are confronted with an increas…
The current Coronavirus Disease 2019 (COVID-19) has put the global environment into trying times and it signify opportunities to extend current…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
Sanctions screening in many ways underpins anti-money laundering (AML) and counter terrorist financing (CTF) operations at financial institution…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
Financial institutions are seeking to contain the exploding operational expenses by investing in next-generation technology solutions. Specifica…
2020 was a disruptive year in AML because COVID-19 forced financial institutions to reprioritize planned initiatives and redeploy resources to t…
Risk management has a crucial role to play in keeping financial institutions on an even keel during these turbulent times. This session focuses…
COVID-19 is accelerating longer term digitalization trends in financial services and causing massive shifts in transactional behavior. It is als…
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…
COVID-19 is prompting dramatic shifts in customer behavior as they exponentially increase the use of digital and remote channels for regular pur…
Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
Mphasis recently briefed Celent about the NextAnglesTM KYC UBO hierarchy assessment solution and showed a demonstration of the solution. This br…
We are likely entering a prolonged period of heightened vulnerability to fraud and other financial crime due to criminal activity exploiting COV…
So-called collaboration tools like Zoom and Slack were on the radar of SEC and other regulators well before COVID-19. In fact, FINRA made explic…
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…
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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…
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
North American life insurers are finally, albeit slowly, automating their new business and underwriting processes. They are either implementing…
Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
Yesterday, Lemonade announced the launch of their long awaited Life protection offering through a strategic partnership with Bestow. This is an…
I am very excited to be at Celent — it is such a fantastic opportunity to be here at the hub of insurance technologies. Thank you for coming to…
The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
When it comes to AI, machine learning, and advanced analytics, there is one undeniable conclusion: The biggest risk in AI today is not implemen…
This report is part of a series on policy administration systems (PAS) in North America, Latin America, EMEA, and the Asia-Pacific. It profiles…
Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
2020 marked a watershed with three platform players announcing entry into the small business deposit business: QuickBooks Cash, Square Bank, and…
Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
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…