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2023/09/12Without a doubt, the pandemic spurred digital investment and CIOs started spending money on updating old technologies. Celent’s ongoing conversa…
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2023/08/08Using data from Celent's biennial North American policy administration solution (PAS) review, Celent drills down on the customer feedback to giv…
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2023/07/06Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/05This report is the fourth in Celent’s biennial look at group and voluntary policy administration systems (PAS) available to life insurers in Nor…
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2023/07/04In this ninth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we profi…
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2023/07/02Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/07/02Insurers have various approaches to acquire core business functions and capabilities. One approach is to look at relevant policy administration…
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2023/06/04Insurers have been modernizing their legacy systems, increasing their presence in cloud, and finding innovative use cases driven by emerging tec…
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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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2022/09/28This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
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2022/08/05What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
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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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2024/04/30Since 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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2023/03/08
Are 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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2023/02/27Industry standards are defined by industry-wide acceptance. It is that universality that makes them so hard to establish, and so useful once the…
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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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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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2021/06/21This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
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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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2021/04/28
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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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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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2022/04/18
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2022/03/22
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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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2024/06/13Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
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2024/05/15About the Showcase Gen AI is the hottest topic in the industry right now. Insurers are reaching out daily with questions and the need for advice…
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2024/03/20DBS Bank, one of the largest banks in the Asia-Pacific region, has a long-standing reputation for innovation. With AI becoming a more pervasive…
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2024/03/05For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
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2024/02/26
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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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2023/11/26Asia’s economic and banking landscape is far from homogeneous. The region has a diverse mix of small and large countries with widely varying lev…
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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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2023/07/25Here 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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2023/10/23Financial crime compliance departments at banks and non-bank financial institutions (NBFIs) are challenged to keep up with the high volumes of a…
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2023/09/29The financial industry is facing increasing regulatory demands for assurance around watchlist management and sanctions screening. At first glanc…
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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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2024/03/20Morgan 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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2024/03/12Can 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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2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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2023/09/26Client 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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2023/08/26
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2023/06/27
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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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2023/03/30Celent is pleased to award Societe Generale with the Celent Model Wealth Manager 2023 Award for Financial Wellness. Stress and anxiety regarding…
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2023/11/08
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2023/08/26
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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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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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2020/10/26Shifting 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…
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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…
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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…
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2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
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2020/02/21The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
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2017/03/26
Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is cru…
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2004/01/23
Boston, MA, USA January 23, 2004 In a new report, " ," Celent compares eleven applications offered by leading investment performance attribut…
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2019/01/24Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
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2017/06/21Just got back from the FTF Sec Ops Conference in Boston. Front-to-back asset management workflow was the main focus of the conference with some…
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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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2023/11/08
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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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2023/08/26Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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2022/11/17This report represents the Financial Markets Infrastructure edition of the Capital Markets Previsory 2023 report series. While FMIs are benefiti…
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2022/09/06As I wrote about in my first Celent blog, the capital markets post-trade industry is transforming, and none too soon.In that vein, The Depositor…
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2022/04/18
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2021/06/21
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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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2020/12/11
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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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2020/10/29
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2020/10/28
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2020/10/26
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2023/08/26
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2023/02/28
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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…
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2020/12/08
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2020/10/29
Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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2020/10/28
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2020/10/26
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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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2020/10/20
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2020/08/16
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2020/05/03
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2020/03/23
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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
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2023/09/20
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2023/08/26
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2023/06/27
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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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2022/07/24
Investment 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
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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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2022/11/04Over the last decade we saw a major shift in how our industry embraced the cloud for many of its application services. Now, it is not uncommon w…
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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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2021/03/08The 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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2020/12/19Today's technological innovations are increasingly powered by artificial intelligence, fuelling possibilities for novel technological developmen…
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2020/11/24An Audio with Slides version of the Report -- The Story of Data, Maps, and Digital Proximity Abstract The “Last Mile” in delivery, direction, se…
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2020/10/02Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
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2020/08/24As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
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2020/05/27It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
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2020/04/24Insurtechs and innovation are the disruptors of the insurance world, and in Singapore, there is a unique group of insurtech companies that seek…
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2020/03/04The home lending industry is in the early stages of digital disruption that retail deposit, credit card, and personal lending sectors have alrea…
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2020/03/01Personal lines insurance is being taken over by consumers and their demand-side expectations for digital innovation and service experiences. Exp…
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2020/02/23In this report, we look at insurance claims and healthcare use cases for image recognition. Due to the synergy between insurance and healthcare,…
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2020/02/09This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
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2019/11/12The traditional mortgage banking model is broken due to short-sighted strategy management of the business, underinvestment in technology relativ…
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2019/10/31InsureTech Connect is the world’s largest insurtech event and this document was created for Celent customers interested in insurtech and innovat…
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2024/11/06
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2024/10/17
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2024/09/27
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2024/07/19I recently attended an executive roundtable of the heads of AML, Sanctions and Screening programs for some prominent global banks and fintechs.…
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2024/07/17
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2024/07/13
While artificial intelligence has been selectively implemented to help banks fight financial crime, recent breakthroughs in AI technology promis…
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2024/03/28
Financial crime compliance operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately…
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2024/03/20Legacy technology can be a significant barrier to efficient operations in anti-money laundering and financial crime compliance. Banco do Brasil…
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2024/02/21
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2024/01/22
Nasdaq and its subsidiary Verafin, just published their first Global Financial Crime Report. The report is making headlines for the size of its…
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2023/11/30
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
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2023/11/22
When 2023 opened with the scare of an SVB-led financial contagion, financial risk topped the list of CRO concerns. With that crisis averted, ope…
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2023/10/23
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2023/10/09
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2024/04/09
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2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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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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2024/01/03
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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2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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2023/11/08
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2023/10/20Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
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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…
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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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2023/06/27
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2023/06/09
On 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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2023/06/07
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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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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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
Research related to Chorus BPM
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2024/11/22As enterprises (including banks) push their technology boundaries with new workloads and AI adoption, our demand for energy increases (as do que…
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2024/11/20As we near the end of 2024, the macroeconomic and geopolitical landscape remains challenging. These dynamics have the potential to reshape econo…
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2024/11/18The Bank of England, together with the Prudential Regulation Authority and Financial Conduct Authority, has just released their final requiremen…
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2024/09/30In the early part of the year, insurance made the news in North Carolina because carriers were asking for up to double the rate along the fragil…
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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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2024/04/16With business models changing and competitive pressures increasing, financial market infrastructures (FMIs) are re-evaluating their business str…
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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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2024/03/19Raiffeisen 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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2023/12/14In a previous life I was responsible for a portfolio of mission critical banking platforms. They spanned a diverse range of technologies from a…
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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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2023/08/26
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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2023/08/21The 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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2023/03/28To facilitate adoption of AI and Machine Learning across the bank, CIBC built a shared AI/ML Platform in the Cloud. By taking care of governance…
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2023/03/04It’s no secret that banks’ adoption of public cloud has been proceeding faster than anyone (including us, honestly) predicted three years ago. W…
Research related to Chorus
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2024/09/30
In the early part of the year, insurance made the news in North Carolina because carriers were asking for up to double the rate along the fragil…
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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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2023/08/26
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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2023/08/21
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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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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2022/11/04
Over the last decade we saw a major shift in how our industry embraced the cloud for many of its application services. Now, it is not uncommon w…
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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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2022/04/18
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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2022/03/29Last 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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2022/03/29
ESG 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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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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2022/03/15Legend, an open source technology platform offered by Goldman Sachs and FINOS, tackles the rapidly growing challenge of ensuring timely access t…
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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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2021/10/08Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
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2021/09/28The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging no…