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Traditional banks and credit unions are increasingly launching new, digital-only brands. Standing up a modern digital-first version of the bank…
Traditional banks and credit unions are increasingly launching new, digital-only brands. Standing up a modern digital-first version of the bank…
A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
Life insurers were forced to digitize the sales process during the pandemic. Their move to direct-to-consumer sales (D2C) saw its peak (7+% of t…
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
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)…
Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
Celent is hosting its annual Innovation and Insight Day on March 21st, where we will announce our 2024 Celent Model Bank Award winners. The even…
For the first several years of the insurtech movement, the conventional wisdom from the tech-industry founders looking to disrupt insurance was…
We’ve just published the latest in a series of reports that help leaders understand and promote the value of digital customer engagement in reta…
Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
Digitizing commercial customer onboarding is like using starting blocks in a sprint. It improves performance along numerous dimensions and gener…
Insurance distribution is an increasingly important point of discussion among senior executives at insurers. With the emergence of insurtech cam…
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…