2024/12/11
QUODDのQXデジタルプラットフォームは、グローバル・プライシングとリファレンスデータのワークフローを自動化する最先端のプラットフォームで、銀行、ウェルスマネージャー、アセットマネージャー、フィンテック企業など1,900を超える金融機関のニーズに対応している。セレントのウェルスマネジメ…
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2024/12/09
Data sovereignty and privacy regulations are established at various levels, including state, national, and regional, and they significantly impa…
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2024/11/28
The technology priorities for wealth management in 2024 reflect a holistic approach that intertwines data management, cybersecurity, and AI inno…
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2024/11/18
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
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2024/11/13
•Digital and data sovereignty is a legal construct, but with significant physical implications on the way technology and data assets are impleme…
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2024/11/06
From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner Celent highlig…
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2024/11/10
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management profess…
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2024/11/04
We are pleased to announce the opening of nominations for the Model Wealth Manager Awards, which honor best practices in technology usage critic…
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2024/09/22
This report adds a Wealth Management lens to Celent's report, "Gen AI: Turbocharging AI in Capital Markets" which was previously published by th…
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2024/09/10
The shift in portfolio customization capabilities is primarily driven by advancements in algorithmic portfolio construction techniques, the adve…
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2024/09/01
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
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2024/08/25
The adoption of a CRM solution can significantly impact a financial institution's ability to grow its customer base, improve service delivery, a…
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2024/08/18
When it comes to portfolio construction, the integration of AI technologies, including GenAI, introduces a host of ethical considerations and re…
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2024/08/06
生成AIを含むAI技術は、ポートフォリオ構築の効率性と有効性を大きく向上させる可能性を秘めているが、使用する際には対処すべき規制上および倫理上の重要な考慮事項がある。 ウェルスマネジャーは、今後2年間のうちにミドルオフィス (具体的には、ビジネスインテリジェンス・アナリティクス部門…
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2024/06/17
Key Considerations for Wealth Managers Wealth managers are keen to understand various aspects of customer relationship management (CRM) and data…