2024/11/18
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
Research related to Operational Due Diligence
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2024/09/26In recent years, the P&C insurance industry has witnessed a significant transformation driven by technological advancements. As insurers strive…
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2024/06/10Third Party Administration (TPA) and Business Process Outsourcing (BPO) offers insurers a way to reduce costs, address operational issues, and c…
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2024/06/10Business Process Outsourcing (BPO) and Third Party Administration (TPA) services offer insurers a way to reduce costs, address operational issue…
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2024/05/28A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
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2024/04/30Since 2011, Celent has been analyzing and evaluating BPO vendors. The 16 global vendors iprofiled in this report business process outsourcing (B…
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2024/04/30Since 2011, Celent has been analyzing and evaluating BPO vendors. The 19 global vendors profiled in this report offer business process outsourci…
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2024/04/25The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
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2024/04/25This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
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2024/03/21Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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2024/03/20Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
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2024/03/20Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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2024/01/03Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/09/27It would be a stretch to say that Sibos news and chatter was dominated by generative AI (or Gen AI). After all, for banks at least, we are still…
Research related to Investment Operational Consulting
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2024/09/26
In recent years, the P&C insurance industry has witnessed a significant transformation driven by technological advancements. As insurers strive…
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2024/06/10
Third Party Administration (TPA) and Business Process Outsourcing (BPO) offers insurers a way to reduce costs, address operational issues, and c…
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2024/06/10
Business Process Outsourcing (BPO) and Third Party Administration (TPA) services offer insurers a way to reduce costs, address operational issue…
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2024/04/30
Since 2011, Celent has been analyzing and evaluating BPO vendors. The 16 global vendors iprofiled in this report business process outsourcing (B…
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2024/04/30
Since 2011, Celent has been analyzing and evaluating BPO vendors. The 19 global vendors profiled in this report offer business process outsourci…
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2023/03/08Are emerging technologies providing cost-effective options to manage closed block policies? In the L&A insurance segment, millions of policies t…
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2021/09/08"Conversions are very risky, painful and are never on-time!"— is this old saying still true for insurance system conversions? Apparently, there…
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2021/08/17The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
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2021/05/14The COVID-19 pandemic has been especially hard on P&C insurers. Along with a large number of natural disasters and severe weather events which c…
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2021/04/30COVID-19 presented the global life insurance industry with challenges that have turned into opportunities. New societal realities and customer n…
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2021/04/04The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/04/03The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/10This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…