2024/08/21
The CFPB's proposals for Section 1033 mark the beginning of a new era for open banking in the US. Assuming the proposals that are published in O…
Research related to Unity NTX Regulatory Reporting
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2024/07/17Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
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2024/03/20OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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2023/10/27Recorded on October 31, 2023. The first waves of Gen AI are hitting the shore as FIs test use cases in call centers. But Risk Leaders see a tsun…
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2023/06/13On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
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2021/10/19The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
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2021/06/21This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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2021/02/24Market Pain Points Risk-centric and market structure regulations continue to create complex requirements that pose integration and information c…
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2020/12/08The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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2020/11/09Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
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2020/10/28Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
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2020/10/04Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
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2020/06/07Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
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2020/04/08March Madness: Month 1 of Covid-19 A brief look at the end of the beginning from a trading and communication perspective. A look at how trading…
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2020/03/23In my previous post, I proposed a new, virtual model for regulatory reviews, one that leverages the enterprise-wide lens furnished by modern com…
Research related to Unity Performance Reporting
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2024/03/20User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
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2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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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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2020/09/27Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
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2020/09/21Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
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2020/05/03Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/04/05As we enter April, proxy season kicks off with the majority of public companies starting to host their annual general meetings (AGMs). Amidst CO…
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2020/04/05Amid COVID-19 panic and recovery, proxy season, and a US presidential election year, proxy voting is in the spotlight. These factors, along with…
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2020/02/21The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
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2019/10/04Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
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2019/05/21This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…
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2017/03/26
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
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2004/01/23
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…