Insights

• Announcing the Model Wealth Manager Awards: Recognizing Excellence in Wealth Management Technology

  31 October 2024

  We are pleased to announce the opening of nominations for the Model Wealth Manager Awards, which honor best practices in technology usage critic…

• Gen AI: Turbocharging AI in Capital Markets and Wealth Management

  16 September 2024

  This report adds a Wealth Management lens to Celent's report, "Gen AI: Turbocharging AI in Capital Markets" which was previously published by th…

• A Shift in Portfolio Construction: Rebalancing Technologies, Zero Commission Trading, and AI

  10 September 2024

  The shift in portfolio customization capabilities is primarily driven by advancements in algorithmic portfolio construction techniques, the adve…

• CRM Solutions for Wealth Managers: A Solutionscape

  30 August 2024

  The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…

• Video Summary: CRM Solutionscape: Empowering Wealth Managers for Growth and Efficiency

  20 August 2024

  The adoption of a CRM solution can significantly impact a financial institution's ability to grow its customer base, improve service delivery, a…

• Regulatory and Ethical Considerations of GenAI and Portfolio Construction

  12 August 2024

  When it comes to portfolio construction, the integration of AI technologies, including GenAI, introduces a host of ethical considerations and re…

• Harnessing the Power of GenAI: Accelerating Portfolio Construction

  6 August 2024

  AI technologies, including Generative AI, have the potential to greatly enhance the efficiency and effectiveness of portfolio construction. Ho…

• Personal Financial Engagement Solutions for Holistic Wealth Management: Moving Beyond PFM to Embrace Financial Wellbeing

  17 June 2024

  Celent takes a fresh look at the concept of personal financial engagement (PFE) in light of the growing emphasis on the convergence of financial…

• Exploring the Intersection of CRM and Data Privacy in Wealth Management

  17 June 2024

  Key Considerations for Wealth Managers Wealth managers are keen to understand various aspects of customer relationship management (CRM) and data…

• Artificial Intelligence Risk, Inc.: RIA GPT

  5 June 2024

  In recent years, there has been a notable uptick in financial advisors utilizing large language models (LLMs) to enhance their services and prov…

• Data Privacy - P&C Insurance

  3 June 2024

  The implementation of the General Data Protection Regulation (GDPR) in May 2018 had a global impact, affecting insurers, financial institutions,…

• Key Takeaways from Wealth Management EDGE and the “AI Assembly”

  21 May 2024

  Embracing Change and AI in Wealth Management The Wealth Management EDGE event, specifically the WealthStack component, is a wealth management co…

• Dimensions Webinar: Wealth Management IT Pressures and Priorities 2024 Edition

  21 May 2024

  Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting t…

• AI-Powered CRM Solutions for Personalized Client Experiences and Efficient Operations

  8 May 2024

  CRM solutions powered by AI have become a game-changer for the wealth management industry, empowering professional wealth managers with advanced…

• Securing the Future: Harnessing Data Privacy, Regulation, and AI in Wealth Management

  3 May 2024

  Wealth managers face several challenges when it comes to data privacy. Wealth managers face several challenges when it comes to data privacy, pa…