Vendors
日本語

GenAI Lens on Wealth Management Use Cases: Tech Provider Survey

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
30 June 2024

Abstract

Over the past year, generative AI (GenAI) has gone from moonshot to reality. What does this mean for financial institutions? To sketch out a picture of this new reality, Celent sought out the point of view of AI technology providers. Celent distributed an online survey to technology platform and service providers that support financial institutions in wealth management, insurance, banking, and capital markets. Celent queried them on their initiatives and investment priorities, the anticipated competitive advantage, and perspective on areas that will be positively impacted. In addition, Celent asked them to take the lens of their FI customers and rate employee and customer-facing use cases. Lastly, in recognition of the risks of developing and implementing GenAI, Celent asked them to rank their concerns, challenges, and factors leading to success.