2024/11/18
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
Research related to Wellnex
-
-
2024/05/28A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
-
2024/03/21Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
-
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…
-
2024/03/19Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2024/03/12Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
-
2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
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…
-
2023/09/11For the first several years of the insurtech movement, the conventional wisdom from the tech-industry founders looking to disrupt insurance was…
-
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…
-
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…
-
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…
-
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…
-
2023/04/19Celent has released a new report specifically for digital banking channel owners that covers specialized fintech, rising competition from non-ba…