2024/05/28
A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
Research related to BITA Risk
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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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2024/03/12Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
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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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2023/09/26Client 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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2023/03/30Celent is pleased to award Societe Generale with the Celent Model Wealth Manager 2023 Award for Financial Wellness. Stress and anxiety regarding…
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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…
Research related to Salerio
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2024/01/22In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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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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2023/10/19The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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2023/08/26Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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2022/11/17This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
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2022/09/06As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
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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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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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2020/12/11The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
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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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2020/12/03A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
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2020/10/20The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
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2020/08/16During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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2020/05/25The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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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…
Research related to SureVu
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2024/01/22
In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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2023/10/19
The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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2023/08/26
Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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2022/11/17
This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
-
2022/09/06
As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
-
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…
-
2021/06/21
This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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2020/12/11
The fallout of the Covid-19 pandemic is likely to have ramifications in a number of areas within capital markets, for example shift to remote wo…
-
2020/12/08
The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/12/03
A Year of Extremes… It certainly has been a year of extremes with many superlatives required to describe the situation; but also, a year with pl…
-
2020/10/20
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
-
2020/08/16
During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
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2020/05/25
The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
Research related to Paragon
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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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2024/04/09Regulatory requirements related to data management have evolved from broad guidelines to specific requirements across a multitude of data qualit…
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2024/03/21DBS' self-developed Movement Analyser is an intelligent tool to automate manual operations and bring advanced real time data analytics capabilit…
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2024/03/21MB has enhanced its market risk and counterparty credit risk (CCR) management to meet global standards, including: A near real-time VaR calcul…
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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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2023/06/27A volatile business environment, evolving regulatory requirements, more integrated approaches to risk management, and technology change all sign…
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2023/06/03The current banking and business market cycle highlights the critical need for risk management platforms, data, analytics and models. Rising inf…
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2023/01/30Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
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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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2022/02/09I’m extremely excited to announce my participation as a speaker at this year’s TradeTech FX Conference. The conference dates are February 16–18,…
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2021/01/01The strategic importance of value adjustments (XVA) and counterparty credit risk (CCR) management continues to be in the forefront of capital ma…
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2020/11/27The strategic importance of value adjustments (XVAs) and counterparty credit risk (CCR) management continues to be in the forefront of capital m…
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2020/11/25This year, COVID market turbulence saw significant losses from capital markets participants, especially dealer and regional banks, associated wi…
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2020/08/17Globally, the financial environment remains in an ultra-low interest rate environment and there is a high probability that interest rates will r…
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2020/07/15A new world of more costly, intrusive, and data-intensive regulatory regimes has challenged ALM practices and operating models to embrace greate…