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.
Wealth Management: Technology Trends Previsory 2025
From Tech Stagnation to Innovation: Redefining Wealth Management
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management professionals? How can wealth managers thoughtfully adopt tools like AI, machine learning, and data analytics to not only streamline processes but also create more personalized client experiences? Watch our on-demand webinar as we explore the transformative shift in the wealth management ecosystem, and discover how the future of wealth management can be both innovative and human-centric.
Digital Sovereignty: The Impact on Data, AI, and Next-Gen Wealth Management Solutions
•Digital and data sovereignty is a legal construct, but with significant physical implications on the way technology and data assets are impleme…
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.
Latest Insights
•Digital and data sovereignty is a legal construct, but with significant physical implications on the way technology and data assets are impleme…
From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner Celent highlig…
From Tech Stagnation to Innovation: Redefining Wealth Management Through NextGen Technology and the Human Touch
Wealth management executives across Latin America report accelerating technology budget growth in 2024 and 2025. Greater speed and agility, enha…
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.
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…