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 IFS Onboarding
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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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2024/03/21Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
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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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2024/03/19Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
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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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2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/10/31Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
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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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2023/09/20This 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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2023/08/27Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
Research related to IFS Account Maintenance
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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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2024/05/28
A 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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2024/04/25
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
-
2024/04/25
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
-
2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
-
2024/03/20
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
Research related to IFS Asset Management
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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…
-
2024/04/25
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
-
2024/04/25
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
-
2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
-
2024/03/20
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/10/31
Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
2023/09/20
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
-
2023/08/27
Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
Research related to IFS Transitions
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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…
-
2024/04/25
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
-
2024/04/25
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
-
2024/03/21
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
-
2024/03/20
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
-
2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/19
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/12
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/10/31
Elon Musk has long held a vision of developing a “super app” that offers a full suite of financial services. In a recent announcement to X.com e…
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
2023/09/20
This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
-
2023/08/27
Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…