Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop desktop solution that meets the needs of management and the Canadian adviser?
Regulatory and market pressures have upped the ante for Canadian wealth managers, and most of all for banks, whose control over customer data has afforded them a competitive advantage. Firms are looking to desktop technology to help the adviser to work more efficiently, coordinate service delivery across platforms, and energise the client experience.
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.
