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.
On-Demand Webinar
Wealth Management Dimensions: IT Pressures & Priorities 2025
The wealth management industry is at a pivotal moment, characterized by a significant intergenerational wealth transfer and a retiring population. What technology strategies and investment priorities should wealth managers focus on in 2025? Register for our webinar where our Wealth Management team will share insights from a recent survey of over 200 executives.
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Research Agenda
Wealth Management Research Outlook
See what we have in store for 2025
On-Demand Webinar
Wealth Management: Technology Trends Previsory 2025
What technology trends will impact wealth management firms in 2025? Watch our Technology Trends Previsory 2025 webinar to uncover the top technology trends we foresee impacting the industry in 2025.
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.
We offer an advisory service for our subscribed users who wish to discuss our insights in greater depth.
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Discover VendorMatch to engage in your own research or to help with the RFP process.
Browse our extensive library of reports, blogs, webinars, podcasts and videos.
