2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
Research related to Soliam
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2024/02/28Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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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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2023/12/15Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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2023/10/20Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
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2023/09/26Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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2023/08/26This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2023/06/27With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/06/09On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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2023/06/07As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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2023/03/29The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/03/03It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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2023/02/23Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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2022/09/30Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
Research related to Solife Digital Workplace
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2024/11/20As insurers competed for business during the pandemic, they looked for ways to simplify their application process and offer more products with e…
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2024/11/20The pandemic forced life insurers to rethink their process and products, all while managing their mortality, financial, and operations risk. The…
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2024/11/20Life insurers are working in a post-pandemic world. Many, if not most, insurers made major investments in reaction to COVID-19. Celent saw signi…
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2023/11/03.At the start of any life insurance sales cycle for a non-traditional product comes an illustration. An insurer has many choices in vendors and…
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2023/11/02At the start of any life insurance sales cycle for a non-traditional product comes an illustration. An insurer has many choices in vendors and w…
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2023/09/11For the first several years of the insurtech movement, the conventional wisdom from the tech-industry founders looking to disrupt insurance was…
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2023/06/04Insurers have been modernizing their legacy systems, increasing their presence in cloud, and finding innovative use cases driven by emerging tec…
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2023/04/05After writing our biannual report on new business and underwritiing systems ( New Business and Underwriting Systems: North America Life Insuranc…
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2023/03/21Celent recently published a review of the underwriting systems marketed and sold to North American life insurers: New Business and Underwriting…
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2022/12/12Have you wondered what changes were implemented for underwriting during the pandemic and how life insurance underwriting changed over the past t…
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2022/11/30COVID-19 and the underlying macroeconomic environment forced life insurers to deeply examine their product offerings and business processes beca…
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2022/11/29Since the onset of COVID-19, the life insurance industry had to make some dramatic changes. The pandemic forced life insurers to digitize rapidl…
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2022/09/28This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
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2022/09/13Life Insurance Underwriting - Is It Changing Fast Enough? Every two years we do a deep dive into life insurance underwriting systems. We look at…
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2022/08/18In this report, we look at how data solutions play a role to provide support for actuary and underwriting functions in the insurance value chain…
Research related to Solife
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2024/09/10About the Showcase Gen AI is the hottest topic in the industry right now. Insurers are reaching out daily with questions and the need for advice…
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2024/05/15About the Showcase Gen AI is the hottest topic in the industry right now.Insurers are reaching out daily with questions and the need for advice…
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2023/12/11In July 2023, Celent published the LATAM life policy administration system vendor report. The data-gathering process provided some insight into…
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2023/11/23What is a life policy administration system? What life insurers use them for? What do they think of their components, features and functions? Do…
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2023/09/12Without a doubt, the pandemic spurred digital investment and CIOs started spending money on updating old technologies. Celent’s ongoing conversa…
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2023/08/08Using data from Celent's biennial North American policy administration solution (PAS) review, Celent drills down on the customer feedback to giv…
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2023/07/06Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/05This report is the fourth in Celent’s biennial look at group and voluntary policy administration systems (PAS) available to life insurers in Nor…
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2023/07/04In this ninth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we profi…
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2023/07/02Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/02Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/06/04
Insurers have been modernizing their legacy systems, increasing their presence in cloud, and finding innovative use cases driven by emerging tec…
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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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2022/09/28
This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
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2022/08/05What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
Research related to Palmyra / Low code No code platform
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2024/09/30In the early part of the year, insurance made the news in North Carolina because carriers were asking for up to double the rate along the fragil…
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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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2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2022/11/11Over three weeks in September 2022, Celent Banking team ran an online survey where we invited our contacts in the industry – clients and non-cli…
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2022/10/31Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
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2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
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2022/03/15The imperative for financial institutions (FIs) to undergo digital transformation has only increased during the past two years. Many FIs are in…
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2022/03/15Legend, an open source technology platform offered by Goldman Sachs and FINOS, tackles the rapidly growing challenge of ensuring timely access t…
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2021/12/06The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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2021/10/08Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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2021/09/28The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging no…
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2021/09/28The growth in demand for digital has created a long tail of applications which traditional IT struggles to build or maintain. The backlog is gro…
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2021/08/08Implementing changes has always required various human and technology resources. Insurers have generally employed specific processes to plan, ex…
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2021/07/12In 2018 ING embarked on a multiyear program to reimagine application development and drive change within an agile, at-scale transformation frame…
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2021/03/12
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…