Wealth Management
Our research helps advance clients’ competitive position by informing decisions around technology investment and strategy. Timely insights support responses to challenges across the self-directed and advised domains.
While research topics will vary in response to client needs, past areas of focus included: digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management, OCR, reporting tools, trust account systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data; artificial intelligence, machine learning, and the use of enabling technology such as cloud, API, and RPA.
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Celent analysts offer a breadth of insights based on proprietary market research across technology and wealth management market trends. Our knowledge is deliverable through a range of content, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.
Dimensions: Wealth Management IT Pressures & Priorities
Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting technology strategies and budgets across the globe? And which emerging technologies are firms prioritizing? Celent surveyed 200+ executives to find out; join our webinar to learn more about this year’s findings and what it means for wealth management tech strategy in 2024 and beyond.
GenAI Lens on Wealth Management Use Cases: Tech Provider Survey
Over the past year, generative AI (GenAI) has gone from moonshot to reality. What does this mean for financial institutions? To sketch out a pic…
The New Wealth Management Paradigm - From Apps to Agents, Part 1 - Setting the Stage
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
I&I Day 2024: Model Wealth Manager
Our 2024 Model Wealth Manager winners implemented innovative strategies that are changing the game, including initiatives around generative AI, AI-powered investing, cloud migration, all-in-one advisor tech, and portfolio customization. By joining this session, our experts will discuss the latest technology trends shaping the industry and cover valuable insights from these real-life, winning initiatives, enabling you to make more informed decisions and strategies for your organization.
Latest Insights
Over the past year, generative AI (GenAI) has gone from moonshot to reality. What does this mean for financial institutions? To sketch out a pic…
IT spending by wealth management firms is accelerating across the US and Canada. Executives in both countries report elevated IT budget growth y…
Celent takes a fresh look at the concept of personal financial engagement (PFE) in light of the growing emphasis on the convergence of financial…
In recent years, there has been a notable uptick in financial advisors utilizing large language models (LLMs) to enhance their services and prov…
How we can help you
Use our industry trends reports to understand the landscape; our primers to help get up to speed on crucial solutions; our surveys and case studies to benchmark yourselves; and our vendor landscapes to help make technology decisions.
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Our Experts
Meet our Wealth Management analysts.
For over 20 years, Jean has been a consultant and researcher providing strategy and technology solutions to leading investment managers, broker…
Chris Bendtsen is a Senior Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. His focus area…
Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s…