26 October 2019
This is the essential guide to trading technology in 2019. Celent looks at the leading Order Management System (OMS) and Execution Management Sy…
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Ask an Analyst
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Ask an Analyst
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26 August 2019Buy side front office technology is transforming and consolidating to give asset managers an edge. In a period of massive technology changes, th…
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19 November 2017Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admin…
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11 October 2017Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical…
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13 December 2019NICE Actimize launched the SURVEIL-X solution in September 2019, and recently briefed Celent about the solution’s key features and roadmap. This…
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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…
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11 December 2019A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
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9 December 2019A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
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3 December 2019A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
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3 December 2019Significant excitement around RPA has firms addressing strategic support toward adopting the technology. The benefits of this adoption are poise…
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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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3 December 2019Many banks lament corporate treasurers’ lukewarm demand for real time payments, causing those financial institutions to postpone investments in…
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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…
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2 December 2019Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovatio…
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30 November 2019Many banks are missing out on the opportunity to create real-time value-added services for their corporate clients, faced with seemingly insurmo…
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29 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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29 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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29 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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27 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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27 November 2019In the last 10 years, the rise of digital and the evolution of delivery channels have stressed platforms. While technology adaptations have allo…
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27 November 2019Corporate actions processing has lagged other areas in technology innovation. However, developments in new technology and low-cost operating mod…
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27 November 2019We have just published the third and final report in our series looking at crypto derivatives. This represents an enormous opportunity as crypto…
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27 November 2019Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
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26 November 2019As Asian countries seek to compete globally and assert their influence on the world stage, their regulators and political authorities are having…
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25 November 2019As part of the research process for our reports evaluating vendor-provided anti-money laundering (AML) software, Celent gathered data on technol…
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25 November 2019Quantum computing has been the talk of the town recently, due to two very different reasons: A barrage of marketing from major tech players an…
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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…
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21 November 2019Making informed decisions based on reliable data on technical insurance performance is a challenge for insurance decision makers. In health insu…
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21 November 20192019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
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20 November 2019Revelations of money laundering cases involving several major European banks are driving heightened scrutiny on know your customer (KYC) and ant…
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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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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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14 November 2019In this Briefing Note we look at the AWS Data Exchange that was introduced by AWS. The cloud continues to see adoption in the capital markets, e…
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14 November 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
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12 November 2019The traditional mortgage banking model is broken due to short-sighted strategy management of the business, underinvestment in technology relativ…
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12 November 2019Insurers across all lines of business continually adjust their strategic goals, approach, and success criteria of digital initiatives. Survey da…
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11 November 2019Money20/20 USA has been a key fixture on my autumn travel schedule since the very first event back in 2012. When the show began eight years ago,…
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29 October 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
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26 October 2019
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22 October 2019Healthcare is a complex industry that has a deep impact on everyone’s life and well-being. Getting all the market participants – including healt…
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22 October 2019Regulatory and technology changes are driving the evolution of KYC-AML operations. New tools and solutions powered by intelligent automation and…
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18 October 2019Smart speakers such as Google Home and Amazon Alexa have penetrated a significant portion of US households, presenting advisors with a unique op…
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10 September 2019SAS has been a significant player in providing analytics and data solutions to the insurance industry for decades, both partnering with core sys…
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4 September 2019Jack Henry & Associates’ (JHA) acquisition of Geezeo, a provider of financial management solutions for consumers and businesses, is emblematic o…
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26 August 2019
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23 August 2019The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
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9 July 2019Fintech across the value chain is supporting the reinvention of investment research via an explosion of data, tools, and distribution methods. A…
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8 July 2019Steady movement toward the “early adopter” stage signals that AI applications in the front office are proving themselves and triggering a new co…
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27 June 2019There are a number of data points demonstrating wider adoption of AI/ML across capital markets operations. I discussed this evidence (and we cam…
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26 June 2019
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17 June 2019Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
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17 June 2019
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11 June 2019The Research Management System (RMS), the core technology solution supporting research management in the buy side front office, is being influen…
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30 May 2019
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23 May 2019Liquidnet’s acquisition of RSRCHXchange is a harbinger of increased focus and attention on buy side research management systems and related fint…
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21 May 2019The 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”…
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14 May 2019Managing the variety and dynamism in a distribution environment that is increasingly digital requires tools that allow insurers to deal with a v…
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14 May 2019The 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…
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12 May 2019AI will transform the UI and in turn customer engagement. To track the progress in banking, Celent launched its inaugural AI in the UI Request f…
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9 May 2019The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial insti…
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9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
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8 May 2019Early last year we predicted 2018 to be a critical year for operationalization and wider adoption of artificial intelligence (AI) and machine le…
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29 April 2019Financial institutions have been experimenting with AI and machine learning in AML for some time now. The experimentation phase is now giving wa…
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17 April 2019In a release which foreshadowed the Wipro cyber breach, FDIC wrote a letter to financial institutions regarding their responsibilities for third…
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12 April 2019Celent recognizes Citi (USA) as the Model Bank of the Year 2019 award winner for eight cash management and payments initiatives by Citi’s Treasu…
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2 April 2019The anti-money laundering (AML) software market is large and complex, with many international, regional, and local providers. In a series of thr…
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24 March 2019We did a series of webinars, in-person presentations, and vendor solution reports recently around the asset management investment and risk techn…
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18 March 2019System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
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3 March 2019The end-game of anti-money laundering operations will, logically, be a fully automated process whereby monitoring and screening, alert investiga…
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22 February 2019The G-20 mandates are the gift that keeps on giving. Initial Margin (IM) is the latest installment in regulations aimed at reducing risk in OTC…
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21 February 2019Initial margin (IM) requirements are a global regulatory regime intended to limit systemic contagion by offsetting losses if an OTC derivatives…
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18 February 2019The financial services industry is currently experiencing a sea change. Key drivers of this change are causing the industry to morph into an…
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18 February 2019I had the pleasure of attending TINtech London Market this year and specificially the new innovation stage. Historically one might have wondered…
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14 February 2019We are having conversations with a handful of asset managers and asset owners who are making plans for systems upgrades in areas such as frontli…
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11 February 2019Many P&C insurers still run old technology and limited legacy systems that represent a major constraint in their digitization efforts. Helping t…
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6 February 2019The Association for Financial Professionals (AFP) recently published its annual 2019 AFP Risk Survey Report. The survey, supported by Marsh & Mc…
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30 January 2019Smaller financial institutions face their own challenges when complying with the operational, regulatory, and technical requirements of AML prog…
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25 January 2019Banks say CX is important, but the significant majority of US banks aren’t utilizing established solutions designed to optimize the in-person CX…
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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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24 January 2019As always, CES was overwhelming. 4,500 companies exhibiting to over 180,000 attendees. It might be easier to list some of the things I did not s…
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17 January 2019To be successful, an insurer has to correctly estimate the probability of losses. To do that, the insurer collects information about risks and o…
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17 January 2019Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string…
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14 January 2019Retail payments continue to be a sizzling hot topic high on the agenda for bankers, payments providers, investors, and consultants. This is the…
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10 January 2019Many insurers are incorporating IoT into their products and processes. As they move forward, insurers will face the challenge of buying data or…
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7 January 2019Security tokens will be one of 2019’s biggest stories in blockchain. As institutional investors position themselves for digital assets, there is…
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19 December 2018Ninety percent of Fortune 1000 companies engage in some degree of external IT services. The increase in these engagements is to a large extent t…
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28 November 2018This report evaluates and ranks vendor solutions that support firmwide (enterprise level) risk management capabilities around firmwide risk aggr…
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28 November 2018Watchlist screening has become the most-scrutinized area of AML compliance, and the area that has been hit with the most outsized fines by regul…
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28 November 2018The market for IT services is evolving dramatically as the priorities of institutions shift towards high-value partnerships. Ninety percent of F…
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28 November 2018Mortgage technology innovation and IT investment opportunities continue to grow as the industry strives to digitize its front office customer en…
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28 November 2018The market for IT services is evolving dramatically as the priorities of institutions shift towards high-value partnerships. Ninety percent of F…
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28 November 2018To be successful, an insurer has to correctly estimate the probability of losses. To do that, the insurer collects information about risks and o…
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27 November 2018Celent sought to understand APAC corporate banking, drilling into operating income performance, segment revenue, technology trends, and opportun…
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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…
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26 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
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26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
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26 November 2018“Brick and mortar” is a phrase going back around 20 years to the dawn of the generally available internet when web designers were looking for a…
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21 November 2018Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. P…
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19 November 2018Bank customer engagement needs to evolve if banks are to remain competitive with alternative providers. Pacesetters are leading the charge by tr…
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12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
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6 November 2018To cope with the increasingly hybrid world of corporate to bank connectivity, banks must offer a full range of attended and unattended digital c…
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5 November 2018In the run up to Money 20/20 USA in October 2018, the main global payment networks (Visa, Mastercard, and American Express) announced concerted…
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1 November 2018The good news is that these vendors go to market with comprehensive solutions covering all the components. The bad news is that only a couple of…
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30 October 2018Celent’s new business and underwriting system spectrum report is intended to help insurers as they refine their new business and underwriting te…
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30 October 2018Over the past ten years — we could even stretch back to the last two decades — financial crime management has undergone profound and costly stru…
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29 October 2018A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
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28 October 2018Initiatives that target the new business and underwriting functions are necessary to help the insurers address growth, service, and distribution…
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28 October 2018On the 11th of October Celent hosted an invite-only roundtable discussing AI in insurance. In contrast to the earlier event, this one hosted pro…
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24 October 2018Data science leads find a home to discuss their challenges. On the 9th and 10th of October I had the great privilege of chairing the 5th Annual…
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23 October 2018This report reviews and ranks the new business and underwriting vendor systems actively being used by life insurers in North America. It uses Ce…
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22 October 2018With the fight for new customers growing more and more competitive, carriers continue to look for new ways of differentiation through their prod…
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18 October 2018The new era of customer-centricity in insurance applies to agents just as much as it applies to policyholders. Many insurers are focusing their…
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Enhancing AML Efficiency and Effectiveness: Artificial Intelligence Transforms the Rules of the Game11 October 2018This report discusses how banks are adopting new tools and technology such as artificial intelligence, machine learning, and robotic process aut…
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5 October 2018Intense regulatory scrutiny is exposing gaps in financial crime compliance operations, while proliferation of digital solutions and channels is…
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1 October 2018Two broad themes stood out at AIS 2018 Repositioning AI’s end game from replicating human brain to augmenting it And building AI for the gre…
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1 October 2018Not all insurers have the same perception of their core insurance system and their vendor. Having described the recent evolution of the life PAS…
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28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
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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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18 September 2018Anti-money laundering software continues to evolve. Solution providers have been responding to demands for new functionality driven by financial…
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18 September 2018DataOps Can Move Analytics from a Discrete Activity to a Winning Business Discipline The potential of artificial intelligence (AI) technologies…
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18 September 2018According to the International Monetary Fund, Asia accounts for nearly two-thirds of global growth, and the region remains the world’s most dyna…
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18 September 2018As mentioned in a blog post in May titled Leveraging data and AI in insurance, there is a growing proportion of insurers who invest in artificia…
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17 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
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Searching for API, Microservices, and Cloud-Native Insurance Software: Finding the Optimal Trade-Off11 September 2018Insurers are increasingly looking for cloud-native core insurance systems that leverage APIs and are microservices-oriented. Their focus is to l…
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4 September 2018Traditional technology used in financial crime compliance operations has reached an impasse and cannot handle growing volumes and complexities.…
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23 August 2018Anyone insuring automobiles is paying a lot of attention to the development of ADAS (Advanced Driver Assistance Systems) equipped vehicles and o…
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29 July 2018Following our review of life, pension, annuity and health PAS systems and vendors active in EMEA in 2017, we estimate the deals generated by the…
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26 July 2018Cards remain the backbone of commerce and payments, yet many systems powering cards processing at financial institutions are decades old and str…
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24 July 2018In 2017 Celent published its leading-edge Connected Corporate Banking series, identifying the digital strategies transforming corporate banking…
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17 July 2018Our corporate banking trends track Celent’s themes of Digital and Omnichannel; Innovation and Fintech; and Legacy and Ecosystem Transformation.…
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9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
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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…
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9 July 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
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21 June 2018This year’s EBAday conference was held in mid-June in Munich, Germany. Always a well-attended, EBAday is a two-day conference hosted by the Euro…
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20 June 2018A January 2018 blog at celent.com was more in the nature of a hypothesis than a prediction. The blog, If 2017 Was the Year of Insurtech, Will 20…
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16 June 2018This year I once again had the good fortune to be able to attend some of The Insurance Network's Technology conference in London or TINTech as i…
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14 June 2018Life insurers are being told their new system will solve their legacy problem, move them toward digital, and allow for insurer self-sufficiency,…
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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…
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22 May 2018Celent ranks Property/Casualty policy administration systems from Europe, the Middle East, and Africa. Many General insurers still run old techn…
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22 May 2018
I have spent the last several weeks in a variety of detailed conversations, globally, around the cloud in the capital markets with financial ins…
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16 May 2018I’ve been attending the NACHA Payments conference for many years, either as a banker, technologist, or industry research analyst. In recent year…
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14 May 2018To generate underwriting profits, insurers need to consider all technologies that can help them improve their technical ratios. Among these rati…
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7 May 2018Digital document capture and processing will automate loan origination processes that currently get bogged down in the back office. Advances in…
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3 May 2018It’s not hard to find people saying that voice is the new UI. It’s a great slogan, because it is succinct, plausible . .. and confirmed by the e…
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29 April 2018The striking aspect of Celent’s 2018 Model Bank award winners is the number that are applying technology that would have been considered akin to…
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29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
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24 April 2018Celent recognizes Credit Suisse as the 2018 Model Bank: Cash Management for their Direct Business Multibanking Cashmanagement initiative. Multib…
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19 April 2018Big changes are coming to the US payments industry. These changes, and how banks respond to them, will be competitive differentiators for the ba…
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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…
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16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
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11 April 2018Healthcare is a market that is rapidly evolving. Insurers need to find appropriate systems if they want to capture opportunities in this changin…
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10 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…
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4 April 2018Alexa, Google Home Assistant, and friends are becoming more than information utilities and background music. They are bidding to become family m…
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2 April 2018This report explores the innovative and promising software engineering concept of microservices and the revolutionary architecture that is being…
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1 April 2018There have been two recent deaths that have significant implications for the development of autonomous vehicles. On March 23, a man suffered fat…
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28 March 2018Repo is THE tool to leverage for collateral management. Celent tells you how. The global repo market is ripe for change after years of stagnatio…
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27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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27 March 2018In general, an API refers to a technical specification for operating a specific program by another program, and it defines command statements (c…
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26 March 2018The path to omnichannel CX is paved by multiple vendor solutions. If only banks would implement them. Vendors with Large Clients Tend to Evolve…
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26 March 2018Banks must think beyond regulatory minimums when considering Open Banking APIs. Read more about how forward-looking banks are unlocking business…
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20 March 2018IT spending globally will increase by 4.2% annually, mostly driven by new investment spending. This report analyzes the IT spending patterns of…
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17 March 2018In my previous Celent research I have highlighted two levers for jumpstarting the capabilities of the advisor. These are digitization and machin…
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10 March 2018Now, more than ever, achieving a full, 360-degree view of customers is essential for holistic, optimized and effective anti-money laundering com…
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25 February 2018Celent ranks North American property & casualty policy administration systems. This report provides an overview of the policy administration sys…
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24 February 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
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Capital Markets Surveillance Vendor Landscape: The Next Wave in Trade and Communication Surveillance4 February 2018Analytics is reshaping capital markets surveillance. This report presents the latest trends and innovation in multichannel surveillance technol…
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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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21 January 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
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19 January 2018The operational challenges of AML compliance and the technical capabilities of anti-money laundering (AML) software have hit an impasse. This is…
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10 January 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
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26 December 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
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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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11 December 2017Regulations and macroeconomic evolution are influencing profitability and return on capital altering traditional capital markets business models…
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22 November 2017Regulatory pressures are driving strong global demand for cross-asset automated surveillance capabilities that leverage artificial intelligence…
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19 November 2017
Asset managers must deal with incumbent front-to-back architecture and stay extremely competitive. A number of asset management firms fund admin…
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14 November 2017Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
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13 November 2017Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…
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23 October 2017
As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggre…
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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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11 October 2017
Thin investment returns, shifting regulations, and tight operating margins are forcing asset managers to evolve their operational and technical…
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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…
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22 May 2017This report shares ideas on how wealth managers and banks can implement new AI technology to reap the benefits of new digital customer touch poi…
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14 May 2017Celent has released a new report titled Emerging Technologies for Core Systems: 2017 Edition. The report was written by Craig Beattie, a Senior…
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3 May 2017
Celent has released a new report titled Marching to a Different Beat: Architectures and IT Sourcing Options for Asset Managers. The report was w…
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3 April 2017
Celent Model Bank Award: Emirates NBD & ICICI Bank: Blockchain Pilot Network Winners of Celent Model Bank 2017 Award for Most Promising Proof of…
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26 March 2017
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
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4 August 2016
Celent has released a new report titled Deal Trends and Projections in the P&C PAS Market: 2016 EMEA Edition, which reviews the PAS market deal…
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25 June 2015
I love spotting ironies such as how this years Strata | Hadoop World conference (the UK one) spent more time discussing Apache Spark and whether…
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20 May 2015
Artificial intelligence has been around nearly as long as humans have been able to think about themselves, about thought and what they do. Empat…
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19 December 2011
There has been much written about the emergence of Big Data, both as a phenomenon and as a set of practices, infrastructure, and algorithms desi…
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23 January 2004
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…