2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
Research related to Digital Solutions
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2023/09/20This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
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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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2023/03/29The 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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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…
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2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
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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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2021/08/02"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
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2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
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2020/11/29リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
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2020/10/19The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…
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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…
Research related to Portfolio Analytics (Analytics, Performance, Attribution, Risk, Quant, GIPS, Client 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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2024/03/21For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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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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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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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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2023/08/26
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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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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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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2023/03/29Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
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2022/07/07Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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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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2022/03/22
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
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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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2021/07/08Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
Research related to Trading Solutions
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2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
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2024/03/21ING was looking to accelerate the digitisation of its offerng in the FX markets - a market which is the largest in the world by traded volume, b…
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2024/02/28
Fractional 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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2024/02/04The last four years in the financial markets have seen immense volatility, patchy liquidity, and fundamental shifts towards a new macro regime.…
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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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2023/10/01In trading, the person with more information usually has a head start that is often difficult to overcome. This advantage, called information as…
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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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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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2023/07/01Rates markets had already undergone substantial structural changes in the decade before the pandemic, especially around the proliferation of ele…
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2023/06/13
On 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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2023/03/29Socially responsible investing (SRI) has attracted an estimated 13% of the assets under professional management in the United States, amounting…
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2023/03/29As the communications channels used in capital markets trading proliferated and became more digital, Societe Generale identified a need to moder…
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2023/03/10The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…
Research related to Research Management
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2020/06/24Based on an exclusive survey about ResearchTech in Japan, Celent offers a comprehensive overview of the current state of market participants and…
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2019/07/08Fintech across the value chain is supporting the reinvention of investment research via an explosion of data, tools, and distribution methods. A…
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2019/06/10The Research Management System (RMS), the core technology solution supporting research management in the buy side front office, is being influen…
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2019/05/23Liquidnet’s acquisition of RSRCHXchange is a harbinger of increased focus and attention on buy side research management systems and related fint…
Research related to Open:FactSet Marketplace
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2024/09/15The insurance industry is moving quickly to understand and begin to leverage the unique capabilities of GenAI technology. While most carriers ar…
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2024/09/06Celent’s overarching theme for corporate banking in 2024 is that future success rests on faster, safer, smarter innovation. Banks must deliver t…
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2024/08/21The 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…
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2024/07/19With its ability to analyze vast amounts of data, identify patterns, and make intelligent predictions, AI has rapidly been adopted across the ba…
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2024/02/08Just as COVID-19 provided the “aha” moment for accelerating digital transformation in the insurance industry, generative AI (Gen AI) is the “aha…
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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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2023/10/01
In trading, the person with more information usually has a head start that is often difficult to overcome. This advantage, called information as…
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2023/07/25Here at Celent we have just published the results of our Celent Technology Insight and Strategy Survey, 2023. For the corporate banking market,…
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2023/06/15Since the financial crisis of 2008, banks have invested billions of dollars on enterprise data management (EDM) initiatives - primarily driven b…
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2023/05/08Becoming a challenger in small business banking requires financial institutions (FIs) to move away from delivering “nouns,” that is, products to…
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2023/04/23As a kid growing up in Britain, many of my sports heroes were Formula One drivers. I was recently watching some old F1 video footage from the 60…
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2023/02/23Earlier this year my colleague, Gareth Lodge, published research about the adoption of ISO 20022 around the world. The requirement for Swift ban…
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2023/02/21A recent companion report, Unlocking Treasury Insights: Road Map to Intelligent Solutions (January 2023), outlined the cash management and liqui…
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2022/09/20Celent’s parent company, Oliver Wyman, recently published a paper on the transformation of banking using AI (The AI Revolution in Banking). It i…
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2022/08/24The interest in sustainable and impact investing remains high, and while scepticism is developing, much of this is focused on the potential for…
Research related to DataFeeds
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2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
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2024/02/08
Just as COVID-19 provided the “aha” moment for accelerating digital transformation in the insurance industry, generative AI (Gen AI) is the “aha…
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2023/03/29
As the communications channels used in capital markets trading proliferated and became more digital, Societe Generale identified a need to moder…
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2022/04/14In this discussion, Aneesh Chopra,President, CareJourney, who served in the Obama Administration as the first US Chief Technology Officer, chatt…
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2022/03/29ESG criteria promotes doing business for good and holds organization accountable for actions that are damaging to the people and planet it aims…
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2021/12/17What is data management and data lineage and why is it important to have a process for understanding data sources in your organization? How do w…
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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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2021/10/18Alternate data sources can be a possible way to enhance insurance models and provide greater insights for insurers, leading to the inclusion of…
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2021/03/25Alternative data sources would provide insurers with additional data that complement internal organizational or policyholders’ information. It w…
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2021/03/10Read about how an insurer optimize price and provide price personalization through the analysis of customers' reponse to price change and their…
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2021/03/09Read about how an insurer identifies suspicious individuals and claims in the insurance industry through the application of graph theory in soci…
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2021/03/08The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
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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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2021/01/14Data science derive experimental conclusion on a hypothesis through experiments with data and statistical methods. As a branch of data science,…
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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…