2024/10/17
The report delves into the evolving landscape of trade finance, focusing on the transition from traditional manual processes to digital and AI-p…
Research related to Acumen.plus
-
-
2024/09/22Like other document-heavy transaction banking processes, trade finance is ripe for disruption. The process is highly manual, with documents chec…
-
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…
-
2024/06/26I've just returned from EBAday, the annual summit for leading payments and transaction banking executives, held in beautiful Lisbon, Portugal, t…
-
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…
-
2024/05/16Corporate Banking IT spending continues to grow – even accelerate in most regions – from 2023 through to 2025. Some of these increases will be e…
-
2024/04/30Over the past few years, Celent has highlighted significant new entrants or solutions launched into the US Cash Management market. Goldman Sachs…
-
2024/03/20Global trade has been a driving force behind human civilization, fostering connections between cultures and regions through commerce. Banks play…
-
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…
-
2024/02/01During a challenging year for the broader US banking industry in 2023, the largest US banks demonstrated their resilience by experiencing signif…
-
2024/01/25In recent weeks I’ve had several conversations with some of the largest financial services technology companies and banks about adoption of publ…
-
2023/12/13Each year, Oliver Wyman (our parent company) partners with Morgan Stanley Research to publish an industry outlook for Wholesale Banking. This ye…
-
2023/11/26Asia’s economic and banking landscape is far from homogeneous. The region has a diverse mix of small and large countries with widely varying lev…
-
2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/11/15The economic shocks of 2022 and early 2023 appear to have calmed, but geo-political and financial conditions remain far from easy for banks and…
Research related to Finuevo Digital
-
2024/10/08I recently had the opportunity to attend Fiserv Forum in Las Vegas, NV from September 29-October 1, 2024. Lasting over 2 ½ fast-paced days, this…
-
2024/09/30Historically, banks have faced challenges providing comprehensive cash position and forecasting solutions due to limited access to transaction d…
-
2024/09/06
Celent’s overarching theme for corporate banking in 2024 is that future success rests on faster, safer, smarter innovation. Banks must deliver t…
-
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…
-
2024/07/15Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
-
2024/06/26
I've just returned from EBAday, the annual summit for leading payments and transaction banking executives, held in beautiful Lisbon, Portugal, t…
-
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…
-
2024/05/30Yes, I DO think there is a strong connection between banking technology and sports car racing, so buckle your seat belts. Last week I had the op…
-
2024/05/23
Many statistics were presented at the JP Morgan Chase Investor Day 2024. Among them was a statement that the bank would invest (spend) some $17b…
-
2024/05/16
Corporate Banking IT spending continues to grow – even accelerate in most regions – from 2023 through to 2025. Some of these increases will be e…
-
2024/05/08Consumer credit scoring has existed for decades. It evolved from being a custom analytic product used within financial institutions to being a g…
-
2024/04/30
Over the past few years, Celent has highlighted significant new entrants or solutions launched into the US Cash Management market. Goldman Sachs…
-
2024/04/29Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
-
2024/04/23There is a tendency to talk about “buy versus build” development paradigms for banking solutions. Today, with the rapid changes in technology ar…
-
2024/04/22Loan origination system (LOS) technology has changed more in the last five years than it had in the previous 20. Market dynamics are shifting as…
Research related to RiskAvert
-
2024/09/27As part of Celent’s ongoing coverage of technology and business trends in genAI, Celent held its Generative AI Symposium in New York last week.…
-
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…
-
2024/07/17Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2024/03/21In 2018, Deutsche Bank embarked on CRAFT, a five-year program to overhaul the technology underpinning the bank’s global credit risk function, a…
-
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…
-
2024/03/20OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
2023/11/30In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
2023/11/22When 2023 opened with the scare of an SVB-led financial contagion, financial risk topped the list of CRO concerns. With that crisis averted, ope…
-
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…
-
2023/08/08Few financial institutions have yet to implement Generative Artificial Intelligence (GenAI) technology in their operations, however, both large…
-
2023/07/19Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
-
2023/07/12Operational resilience regulation is spurring GRC transformation in financial institutions - more urgently in countries with high regulatory req…
-
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…
-
2023/06/03The current banking and business market cycle highlights the critical need for risk management platforms, data, analytics and models. Rising inf…
-
2023/03/28With rising foreign investment in Vietnam, VP Bank wanted to offer their corporate customers currency and interest rate swaps, but the banks’ co…
Research related to Axia Suite
-
2024/05/28A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
-
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…
-
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…
-
2024/03/21Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
-
2024/03/21For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
-
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…
-
2024/03/20Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
-
2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
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)…
-
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…
-
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…
-
2023/12/15Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
-
2023/10/20Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
-
2023/10/19The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
-
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…
Research related to Finuevo Core
-
2024/10/20With the challenges that banks face today, let alone tomorrow, today’s payment systems simply aren’t going to be good enough. As a result, banks…
-
2024/10/08
I recently had the opportunity to attend Fiserv Forum in Las Vegas, NV from September 29-October 1, 2024. Lasting over 2 ½ fast-paced days, this…
-
2024/09/30
Historically, banks have faced challenges providing comprehensive cash position and forecasting solutions due to limited access to transaction d…
-
2024/09/06
Celent’s overarching theme for corporate banking in 2024 is that future success rests on faster, safer, smarter innovation. Banks must deliver t…
-
2024/09/04The core banking system technology market for community banks continues to modernize at a steady pace. Vendors continue to proactively and profi…
-
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…
-
2024/07/15
Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
-
2024/06/26
I've just returned from EBAday, the annual summit for leading payments and transaction banking executives, held in beautiful Lisbon, Portugal, t…
-
2024/06/11Traditional banks and credit unions are increasingly launching new, digital-only brands. Standing up a modern digital-first version of the bank…
-
2024/06/06
I 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…
-
2024/05/30
Yes, I DO think there is a strong connection between banking technology and sports car racing, so buckle your seat belts. Last week I had the op…
-
2024/05/23
Many statistics were presented at the JP Morgan Chase Investor Day 2024. Among them was a statement that the bank would invest (spend) some $17b…
-
2024/05/16
Corporate Banking IT spending continues to grow – even accelerate in most regions – from 2023 through to 2025. Some of these increases will be e…
-
2024/05/08
Consumer credit scoring has existed for decades. It evolved from being a custom analytic product used within financial institutions to being a g…
-
2024/04/30
Over the past few years, Celent has highlighted significant new entrants or solutions launched into the US Cash Management market. Goldman Sachs…
Research related to RegiStar
-
2024/03/20
User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
-
2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
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…
-
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…
-
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…
-
2019/10/04Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to the…
-
2019/05/21This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indu…