4 March 2019
The end-game of anti-money laundering operations will, logically, be a fully automated process whereby monitoring and screening, alert investigat…
Research related to WDX ONE Client Lifecycle Management
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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 o…
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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 regula…
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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, sol…
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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 struc…
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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 al…
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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 auto…
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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. E…
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31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
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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 acquisiti…
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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 busines…