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In-depth research and analysis of the latest trends in financial services technology.

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Industry Topics : Capital Markets
Industry Topics : Wealth Management
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Wealth Management
Capital Markets

Reports, Blogs | Jan 21st 2025 | Cubillas Ding

Clearwater Analytics' acquisition of Enfusion: Making waves back to front

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Reports | Jan 2nd 2025 | Chris Bendtsen

GenAI Around the World in Wealth Management

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Reports | Dec 23rd 2024 | Chris Bendtsen, Alenka Grealish, Keith Raymond, Jaspaul Saini, Monica Summerville

Field Guide to GenAI Hyperscalers: Capital Markets Edition

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Reports | Dec 20th 2024 | Monica Summerville

Top Technology Trends Previsory: Capital Markets / Sell Side, 2025 Edition

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Reports | Dec 11th 2024 | Chris Bendtsen, Ashley Longabaugh

QUODD QX Digital Platform: Automating Workflows for Global Pricing and Reference Data

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Reports | Dec 11th 2024 | Janey Speed

Turning the Tide: Transaction Reporting Vendor Landscape

Blogs | Dec 9th 2024 | Ashley Longabaugh

Navigating Digital and Data Sovereignty Is Complex

Blogs | Dec 9th 2024 | Jamie Macgregor

Navigating the Future: Operationalizing Business and Technology Trends for Financial Services in 2025

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Reports | Dec 9th 2024 | Cubillas Ding

Overcoming Fractured Data Chains and Achieving Operational Brilliance in Private Markets

Blogs | Nov 27th 2024 | Chris Bendtsen

How Are Alternative Investment Platforms Fixing What's Broken for the Wealth Management Channel? Lessons from 22 Celent Interviews

Blogs | Nov 27th 2024 | Ashley Longabaugh

Technology Priorities in 2024 Reflect a Holistic Approach that Intertwines Data Management, Cybersecurity, and AI Innovation

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Reports | Nov 25th 2024 | Chris Bendtsen

Alternative Investment Platforms for Wealth Management: A Solutionscape

Blogs | Nov 25th 2024 | Patricia Hines

Extending Credit: The Evolving Role of Wholesale Banks in Credit Markets

Webinars | Nov 21st 2024 | Cubillas Ding, Monica Summerville

Technology Trends Previsory Webinar: Capital Markets; 2025 Edition

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Reports | Nov 21st 2024 | Cubillas Ding

Top Technology Trends Previsory: Capital Markets / Buy Side, 2025 Edition

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Reports | Nov 13th 2024 | Colin Kerr, Ashley Longabaugh

Digital Sovereignty: The Impact on Data, AI, and Next-Gen Wealth Management Solutions

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Reports | Nov 6th 2024 | Chris Bendtsen, Ashley Longabaugh

Top Technology Trends Previsory in Wealth Management: 2025 Edition

Webinars | Nov 6th 2024 | Chris Bendtsen, Ashley Longabaugh

Technology Trends Previsory Webinar: Wealth Management; 2025 Edition

Blogs | Nov 5th 2024 | Janey Speed

2025 Capital Markets Model Awards Program

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Reports | Nov 1st 2024 |

Dimensions: Capital Markets Post-Trade, IT Pressures & Priorities

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