20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
Research related to WDX ONE Client Lifecycle Management
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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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7 April 2021Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
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30 March 2021Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
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24 March 2021Celent 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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23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
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10 March 2021RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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9 March 2021Following its introduction of digital onboarding for retail and business customers in 2019, Standard Bank built a tool for remote uploading of K…
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9 March 2021United Overseas Bank recognized the potential of artificial intelligence (AI) and machine learning (ML)–powered solutions to strengthen its cont…
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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 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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3 March 2021Screening technology is essential not just to performing sanctions checks on wires and payments transactions. Screening also underpins the entir…
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22 February 2021Digitalization of financial services is creating new products, channels, and business models, and is reshaping customer behavior and expectation…
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13 January 2021Convergence of fraud and anti-money laundering (FRAML) technology and operations has been somewhat of a Holy Grail for financial institutions fo…
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29 November 2020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…