The Client Engagement Workstation (“CEW”) from Merrill Lynch (“Merrill”) is the winner of Celent’s 2021 Model Wealth Manager Award for Emerging Technology. The advisor workstation enables advisors to provide holistic, personalized service and advice to their clients as efficiently as possible across devices. The workstation includes Merrill’s virtual assistant, “Erica,” and new “Client Insight” alerts. Merrill was able to create a digestible and hyperpersonalized workstation founded on an Agile, iterative approach. CEW was implemented incrementally with a phased delivery approach over the course of three years.
For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale.
As the financial services industry rapidly evolves, there is more complexity, with new regulations, startups, technologies, and applications to stay on top of and prioritize. Celent helps you connect this ever-changing puzzle. We offer objective advice and clarity, backed by a database of thousands of solutions and award-winning global best practice use cases. With real-life domain expertise, we also guide you through the maze of emerging tech in the pursuit of value.
Our people, data, insights, and relationships form the foundation for you to use Celent to make confident technology decisions in financial services.
