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…
Research related to TSoftPlus
-
-
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…
-
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…
-
2023/11/19Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2022/07/24The commercial loan origination and underwriting process still looks the same as it did 20 years ago. It starts with developing leads and fleshi…
-
2022/04/08Over the past five years, a few banks have mastered the formula for success in small loan origination. They are leveraging their incumbent advan…
-
2022/02/18From every crisis springs innovation. From the financial crisis of the late 2000s, seeds of small business credit innovation were sown, fertiliz…
-
2021/08/27Going into 2020, traditional banking approaches to credit were already under strain. The data and analytics revolution pioneered by Big Tech had…
-
2021/07/12In 2018 ING embarked on a multiyear program to reimagine application development and drive change within an agile, at-scale transformation frame…
-
2021/05/03Commercial loan origination has historically been complex and inefficient, requiring many disparate, disconnected steps to be completed, startin…
-
2021/02/19Anyone with experience in banking knows that lending is a cyclical business meaning that problems also come in waves. In other words, problem lo…
-
2020/11/22While LIBOR transition is a major program, it was never based on an immovable date like “the year 2000” (Y2K). It now seems possible that transi…
-
2020/07/22At the beginning of 2020, Corporate Banking revenue trends continued their annual upward trajectory. Just a few months later, those trends drama…
-
2020/05/05COVID-19 has taken an enormous human and economic toll on the world, and financial institutions globally are helping to implement government pro…
-
2020/04/27Loan application submissions under the SBA's Paycheck Protection Program (part of the US CARES Act) started slowly as lenders waited for clarifi…
Research related to Passport® Claims Defense e-Billing and Matter Management for P&C Insurers
-
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…
-
2024/03/21The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
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…
-
2023/03/29The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
-
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…
-
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…
-
2021/12/06The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/10/08Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
-
2021/06/28Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
-
2021/04/15Mortgage, home equity, and auto lenders utilize many core and ancillary technologies from the point of sale through loan onboarding to the servi…
-
2021/04/09Digital acceleration, if it wasn’t in the property casualtyinsurance vernacular prior to the pandemic, is now. Layer in the disrupting waves tha…
-
2021/03/12
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…
-
2020/12/04The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
Research related to OneSumX: KYC
-
2024/11/06Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
2024/10/17The report delves into the evolving landscape of trade finance, focusing on the transition from traditional manual processes to digital and AI-p…
-
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.…
-
2024/08/21Fighting financial crime has jumped to the top of Risk priorities in 2024, with a majority of Risk executives citing it as one of their top thre…
-
2024/07/19I recently attended an executive roundtable of the heads of AML, Sanctions and Screening programs for some prominent global banks and fintechs.…
-
2024/07/17Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2024/07/13While artificial intelligence has been selectively implemented to help banks fight financial crime, recent breakthroughs in AI technology promis…
-
2024/06/13Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
-
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…
-
2024/04/30With the acceleration of digital access in financial services, fraud technology has developed into a complex ecosystem of solutions aimed at sec…
-
2024/03/28Financial crime compliance operations are plagued with perhaps the most severe efficiency and accuracy issues in financial services. Fortunately…
-
2024/03/20Legacy technology can be a significant barrier to efficient operations in anti-money laundering and financial crime compliance. Banco do Brasil…
-
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…
-
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…
-
2024/02/26
In Celent's enterprise data enablement survey a few years ago, both asset managers and asset owners indicated a renewed trajectory towards enhan…
Research related to Expere
-
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…
-
2024/03/21
The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
-
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…
-
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…
-
2022/11/11
Over three weeks in September 2022, Celent Banking team ran an online survey where we invited our contacts in the industry – clients and non-cli…
-
2021/12/06
The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/06/28
Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
-
2021/04/15
Mortgage, home equity, and auto lenders utilize many core and ancillary technologies from the point of sale through loan onboarding to the servi…
-
2020/12/04
The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
-
2020/07/26Amid the coronavirus pandemic, a shift in regulatory, economic, and technological requirements has fundamentally changed the advisor/client rela…
-
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…
-
2020/05/21The coronavirus pandemic has fundamentally shifted how advisors engage and communicate with their clients. Those positioned to lead in this envi…
-
2020/04/15First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded…
-
2020/04/14This large, national, digital financial institution created a digital mortgage platform using inhouse and customized third party point-of-sale (…
-
2020/03/08Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
Research related to OneSumX Proviso
-
2024/11/06
Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
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…
-
2023/03/28With rising foreign investment in Vietnam, VP Bank wanted to offer their corporate customers currency and interest rate swaps, but the banks’ co…
-
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…
-
2023/03/28Bank of America's Operational Intelligence team developed Virtual On-Watch to automate incident response workflows. The tool improves operationa…
-
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…
-
2023/01/30Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
-
2022/10/30Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
-
2022/10/28Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
Research related to OneSumX® Reg Manager
-
2024/11/06
Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2023/11/30
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
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…
-
2023/10/27
Recorded 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…
-
2023/08/08
Few financial institutions have yet to implement Generative Artificial Intelligence (GenAI) technology in their operations, however, both large…
-
2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
-
2023/07/12
Operational resilience regulation is spurring GRC transformation in financial institutions - more urgently in countries with high regulatory req…
-
2023/03/28
With rising foreign investment in Vietnam, VP Bank wanted to offer their corporate customers currency and interest rate swaps, but the banks’ co…
-
2023/03/28
To 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…
-
2023/03/28
Bank of America's Operational Intelligence team developed Virtual On-Watch to automate incident response workflows. The tool improves operationa…
-
2023/02/27
Industry standards are defined by industry-wide acceptance. It is that universality that makes them so hard to establish, and so useful once the…
-
2023/01/30
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
-
2022/10/30
Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
-
2022/10/28
Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
Research related to Lien Solutions Real Property Search and Recordation
-
2024/09/04The core banking system technology market for community banks continues to modernize at a steady pace. Vendors continue to proactively and profi…
-
2024/08/21The 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…
-
2024/06/06
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…
-
2024/05/08Consumer credit scoring has existed for decades. It evolved from being a custom analytic product used within financial institutions to being a g…
-
2023/12/13
The migration of on premise banking applications to private and public cloud deployment has been underway for over a past decade.Early migration…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
2023/11/08Among the many US federal policy changes, laws, and Federal Reserve actions initiated during the pandemic, loan forbearance has so far proven to…
-
2023/10/05Next week’s US Mortgage Bankers Association (MBA) Annual Convention in Philadelphia (https://www.mba.org/conferences-and-education/annual-conven…
-
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…
-
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…
-
2023/04/28Celent has released a new survey-based report specifically for retail lending channel owners that covers digital loan technology adoption by ban…
-
2023/03/27One of the main visions of fintech innovation in banking during the past decade has been the creation of new digital banking marketplaces enable…
-
2023/03/18Many homeowners who’d like to move are staying put because they have an attractive mortgage rate that they don’t want to give up; a portable mor…
-
2022/11/11
Over three weeks in September 2022, Celent Banking team ran an online survey where we invited our contacts in the industry – clients and non-cli…
Research related to Corporate Actions Suite
-
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…
-
2020/05/03Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
2020/02/21The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
-
2019/11/27Corporate actions processing has lagged other areas in technology innovation. However, developments in new technology and low-cost operating mod…
-
2019/09/10Join us for this presentation by Arin Ray addressing corporate actions automation and how to leverage innovative technology to improving efficie…
-
2019/08/16A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
2019/08/14With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
2019/08/06With growing volumes and complexities of corporate actions, intensifying regulatory scrutiny on transparency in corporate governance, and dimini…
-
2019/05/14The pursuit for improving automation levels goes back a long time in the capital markets. Success has been achieved in some areas, but a lot rem…
-
2019/01/24Intelligent automation-enabled tools promise to offer significant operational and efficiency improvements in the middle and back office in capit…
Research related to OneSumX for Compliance
-
2024/11/06
Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
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…
-
2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2024/03/20OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
2023/11/30
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
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…
-
2023/10/27
Recorded 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…
-
2023/08/08
Few financial institutions have yet to implement Generative Artificial Intelligence (GenAI) technology in their operations, however, both large…
-
2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
-
2023/07/12
Operational 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…
-
2023/03/28
With rising foreign investment in Vietnam, VP Bank wanted to offer their corporate customers currency and interest rate swaps, but the banks’ co…
-
2023/03/28
To 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…
-
2023/03/28
Bank of America's Operational Intelligence team developed Virtual On-Watch to automate incident response workflows. The tool improves operationa…
-
2023/02/27
Industry standards are defined by industry-wide acceptance. It is that universality that makes them so hard to establish, and so useful once the…
Research related to OneSumX Regulatory Change Management
-
2024/11/06
Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2023/11/30
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
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…
-
2023/10/27
Recorded 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…
-
2023/08/08
Few financial institutions have yet to implement Generative Artificial Intelligence (GenAI) technology in their operations, however, both large…
-
2023/07/19
Recorded on July 19, 2023. Want to hear more about the current state of technology strategy and investment prioritization in the industry? Our w…
-
2023/07/12
Operational resilience regulation is spurring GRC transformation in financial institutions - more urgently in countries with high regulatory req…
-
2023/03/28
With rising foreign investment in Vietnam, VP Bank wanted to offer their corporate customers currency and interest rate swaps, but the banks’ co…
-
2023/03/28
To 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…
-
2023/03/28
Bank of America's Operational Intelligence team developed Virtual On-Watch to automate incident response workflows. The tool improves operationa…
-
2023/02/27
Industry standards are defined by industry-wide acceptance. It is that universality that makes them so hard to establish, and so useful once the…
-
2023/01/30
Increasingly, risk offices at financial institutions are using advanced data management and artificial intelligence (AI), orchestration, high-pe…
-
2022/10/30
Recorded on October 27th, 2022 Geopolitical and economic headwinds, following straight on the heels of the pandemic, highlight the need for resi…
-
2022/10/28
Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
Research related to OneSumX for Employee Compliance
-
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…
-
2024/07/17
Risk management technology spending is accelerating worldwide, driven by a combination of regulatory change, technological development, and macr…
-
2024/03/20
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
-
2023/10/27
Recorded 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…
-
2023/06/13
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
-
2023/03/29As the communications channels used in capital markets trading proliferated and became more digital, Societe Generale identified a need to moder…
-
2021/10/19The specialized technology that supports risk management functions has traditionally been supplied by internal development teams as well as by e…
-
2021/06/21This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
-
2021/02/24Market Pain Points Risk-centric and market structure regulations continue to create complex requirements that pose integration and information c…
-
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…
-
2020/11/09Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
-
2020/10/28Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
-
2020/10/04Employee conduct is critical for financial institutions due to the reputational and regulatory risks. It is a complex, enterprise-wide area invo…
-
2020/09/27Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
2020/06/07Improving data management is a journey; in recent years many FIs have been ushering in changes to break down data silos and simplify data archit…
Research related to Wiz Suite of Products
-
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…
-
2024/09/15The insurance industry is moving quickly to understand and begin to leverage the unique capabilities of GenAI technology. While most carriers ar…
-
2024/09/08Currently, there is a great deal of excitement in the artificial intelligence (AI) community about agentic AI, multi-agent systems and GenAI age…
-
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…
-
2024/08/21
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…
-
2024/07/19With its ability to analyze vast amounts of data, identify patterns, and make intelligent predictions, AI has rapidly been adopted across the ba…
-
2024/07/15Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
-
2024/07/13
While artificial intelligence has been selectively implemented to help banks fight financial crime, recent breakthroughs in AI technology promis…
-
2024/07/11Moving Ahead with GenAI It’s hard to believe how quickly Generative AI (GenAI) technology has gained traction across industries worldwide. Since…
-
2024/06/13
Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
-
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…
-
2024/05/15
About 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…
-
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…
-
2024/04/29Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
Research related to GainsKeeper
-
2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
-
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…
-
2023/02/28Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
-
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…
-
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…
-
2020/10/29Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
-
2020/10/28Investment accounting represents a critical back office function for investment managers, insurers, and corporates—especially when intertwined w…
-
2020/10/26Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
-
2020/10/21New requirements spanning multiple regulatory, tax, and accounting regimes— nuanced by strategy, fund type, investor segment and asset class— ar…
-
2020/10/20The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
-
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…
-
2020/05/03
Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
2020/03/23Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
Research related to CASH Suite
-
2024/11/06
Celent's Risk and Compliance priorities for 2025 examine impactful technology and regulatory trends within the domains of anti-financial crime,…
-
2024/09/27
As part of Celent’s ongoing coverage of technology and business trends in genAI, Celent held its Generative AI Symposium in New York last week.…
-
2024/06/06
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…
-
2024/03/21In 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…
-
2023/12/13
The migration of on premise banking applications to private and public cloud deployment has been underway for over a past decade.Early migration…
-
2023/11/30
In 2024, technological turbulence – generative artificial intelligence (Gen AI), digital asset adoption, increased fraud and cyber risk – will r…
-
2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
-
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…
-
2023/08/21
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…
-
2023/06/03The current banking and business market cycle highlights the critical need for risk management platforms, data, analytics and models. Rising inf…
-
2023/03/28Growing regulatory focus and investor pressure are making climate risk assessment an imperative at banks. Within climate risk, a critical focus…
-
2022/10/28
Previsory is a portmanteau word coined by Celent to describe a forward-looking view of technology, and advice on how to respond to and leverage…
-
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…
Research related to LegalVIEW® BillAnalyzer for Insurance Claims Defense
-
2024/09/15
The insurance industry is moving quickly to understand and begin to leverage the unique capabilities of GenAI technology. While most carriers ar…
-
2024/09/08
Currently, there is a great deal of excitement in the artificial intelligence (AI) community about agentic AI, multi-agent systems and GenAI age…
-
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…
-
2024/07/19
With its ability to analyze vast amounts of data, identify patterns, and make intelligent predictions, AI has rapidly been adopted across the ba…
-
2024/07/13
While artificial intelligence has been selectively implemented to help banks fight financial crime, recent breakthroughs in AI technology promis…
-
2024/07/11
Moving Ahead with GenAI It’s hard to believe how quickly Generative AI (GenAI) technology has gained traction across industries worldwide. Since…
-
2024/06/13
Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
-
2024/05/15
About 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…
-
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…
-
2024/04/25This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
-
2024/03/21ING 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…
-
2024/03/20
DBS Bank, one of the largest banks in the Asia-Pacific region, has a long-standing reputation for innovation. With AI becoming a more pervasive…
-
2024/03/05
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…
-
2024/02/26
In Celent's enterprise data enablement survey a few years ago, both asset managers and asset owners indicated a renewed trajectory towards enhan…
-
2024/02/14We recently held our first insurance executive roundtable event of the year, at our offices in New York. In attendance were 35 executives from t…