18 November 2024
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
Ashley Longabaugh
Insights
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13 November 2024
•Digital and data sovereignty is a legal construct, but with significant physical implications on the way technology and data assets are impleme…
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6 November 2024
From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner Celent highlig…
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6 November 2024
How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management profess…
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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…
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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…
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10 September 2024
The shift in portfolio customization capabilities is primarily driven by advancements in algorithmic portfolio construction techniques, the adve…
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30 August 2024
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
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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…
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12 August 2024
When it comes to portfolio construction, the integration of AI technologies, including GenAI, introduces a host of ethical considerations and re…
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6 August 2024
AI technologies, including Generative AI, have the potential to greatly enhance the efficiency and effectiveness of portfolio construction. Ho…
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17 June 2024
Key Considerations for Wealth Managers Wealth managers are keen to understand various aspects of customer relationship management (CRM) and data…
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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…
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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…
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3 June 2024
The implementation of the General Data Protection Regulation (GDPR) in May 2018 had a global impact, affecting insurers, financial institutions,…