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…
Research related to Objectway Technology
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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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2024/03/20Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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2024/01/03Is 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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2023/09/20This 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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2023/03/30Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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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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2023/03/29Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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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…
Research related to Objectway Platform - Digital Client Management
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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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2023/09/27It would be a stretch to say that Sibos news and chatter was dominated by generative AI (or Gen AI). After all, for banks at least, we are still…
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2023/08/21The current banking crisis in 2023 has so far focused on large regional and national banks that have had liquidity issues leading to a bank run…
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2023/04/19Celent has released a new report specifically for digital banking channel owners that covers specialized fintech, rising competition from non-ba…
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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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2022/09/30Experiencing 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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2022/06/30A customer management (CM) strategy is a critical component of making the customer experience a seamless and engaging event for any insurer. Cus…
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2022/05/11Snap polls reflect questions posed by members of the Celent Executive Panel, a group of C level executives in the insurance industry. This quest…
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2022/03/29Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
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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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2022/03/14Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…
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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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2021/11/08Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
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2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Research related to Objectway Platform - Core Banking Operations
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2024/06/11Traditional banks and credit unions are increasingly launching new, digital-only brands. Standing up a modern digital-first version of the bank…
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2024/06/06I recently had the opportunity to attend FIS Emerald in Orlando, FL from May 26-29, 2024. Lasting over three fast-paced days, this conference is…
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2024/05/23Many statistics were presented at the JP Morgan Chase Investor Day 2024. Among them was a statement that the bank would invest (spend) some $17b…
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2024/03/20OP Financial Group transformed its unsecured lending servicing, successfully adopting a next-generation cloud-native core platform while re-thin…
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2024/02/16Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…
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2024/02/13Revolut has just launched a new eSIM service for its UK customers, to allow them to avoid mobile roaming charges while travelling abroad. The se…
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2023/12/13The migration of on premise banking applications to private and public cloud deployment has been underway for over a past decade.Early migration…
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2023/12/04Banking and banking technology are undergoing massive change. New business models and market strategies driven by neobanks and fintechs have pus…
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2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/09/13We chatted with Sonny Singh, the Executive Vice-President and General Manager of Oracle Financial Services, about Oracle's cloud-based core bank…
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2023/08/31Despite challenges posed by the macroeconomic environment, North American (NA) retail bank technology spending will grow by 3.5% in 2023. The hi…
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2023/08/21
The current banking crisis in 2023 has so far focused on large regional and national banks that have had liquidity issues leading to a bank run…
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2023/07/17Agility is one of the standout technology priorities for retail banks this year. While the operating environment remains challenging, many banks…
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2023/07/11Retail banks face an array of pressures around pricing. Competition means banks must create innovative value propositions through bundled capabi…
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2023/05/16Celent recently hosted an in-person event, Navigating Turbulence, in New York City. I had the great opportunity to lead the cloud computing sess…
Research related to Objectway On-Cloud
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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…
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2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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2024/03/19Raiffeisen Bank International, a well-established European bank operating across multiple markets, has been able to rapidly shift from an on-pre…
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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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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…
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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…
-
2023/08/26
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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2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/30
Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…
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2023/03/29
The 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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2023/03/29
Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and E…
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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
Research related to Objectway Platform - Mutual Fund Administration
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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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2023/10/19The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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2023/02/28Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
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2023/01/18Global custodian banks, or traditional finance providers (TradFi), are feeling the pressure to meet the needs of their clients investing, or pla…
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2022/03/17HSBC Securities Services Digital Vault is the winner of Celent’s 2022 Model Bank Award for Digital Transformation.This strategic initiative allo…
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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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2021/09/25Digital assets are here to stay. Despite continued volatility institutional investor interest remains strong. With client demand materializing,…
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2021/04/11Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
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2021/03/29Owing to a confluence of regulatory, structural and pandemic-related factors, NAV Oversight and Contingency is in focus. Not only are Asset Mana…
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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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2020/10/29Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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2020/10/28Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
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2020/10/26Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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2020/10/21New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
Research related to Objectway Platform - BPaaS
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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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2024/04/30Since 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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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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2021/09/08"Conversions are very risky, painful and are never on-time!"— is this old saying still true for insurance system conversions? Apparently, there…
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2021/08/17The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
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2021/05/14The COVID-19 pandemic has been especially hard on P&C insurers. Along with a large number of natural disasters and severe weather events which c…
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2021/04/30COVID-19 presented the global life insurance industry with challenges that have turned into opportunities. New societal realities and customer n…
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2021/04/04The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/04/03The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
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2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/31Insurance BPO (Business Process Outsourcing) sector has seen significant growth in the past owing to increasing customer demands and operational…
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2021/03/10This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
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2021/01/22The pressure on the buy side is intense . On the journey to managing operational and regulatory demands in a cost-effective way, investment mana…
Research related to Objectway Platform - Investment Advisory
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2024/05/28A 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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2024/04/25
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…
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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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2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
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…
-
2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
-
2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
-
2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
-
2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
-
2022/09/30
Experiencing 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…
Research related to Objectway Platform - Securities Back-Office
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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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2024/01/22In 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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2023/06/13On 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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2023/03/10The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…
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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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2021/06/30FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
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2021/04/11
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
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2021/02/24
When it comes to the capital markets, a shift is underway in the process of application development. This is driven by increasing demands across…
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2021/02/19
The capital markets industry is doubling down on digital transformation in 2021, and so its senior business and technology executives must quest…
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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…
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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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2020/11/30FicTech is reinventing the fixed income technology space with ever greater speed, with an increasing number of players addressing the issuance a…
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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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2020/09/27Research helps power the investment engine. With investment decision-making getting more advanced, there is an increasing need to manage complex…
Research related to Objectway Platform - Portfolio 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…
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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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2024/03/21For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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2024/03/20
Morgan 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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2024/03/20
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
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2024/03/20OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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2024/02/28
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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2024/02/05The 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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2024/01/22
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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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…
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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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2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
Research related to Objectway Platform - Alternative Fund Administration
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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…
-
2020/10/29
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
-
2020/10/28
Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
-
2020/10/26
Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
-
2020/10/21
New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
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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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2020/05/03Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/03/23Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…