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May 17, 2023

Embedded Banking and Finance in Healthcare: Four Use Cases

Embedded banking and finance are primed for a healthcare breakthrough.
Enrico Camerinelli, Alijah Poindexter
May 11, 2023

Aite Matrix: RIA Portfolio Management and Reporting Systems

An estimated US$1.4 billion will be spent in 2023 on the advisor portfolio management and reporting systems market.
Wally Okby
日本語
May 3, 2023

Business and Technology Trends, 2023: Property/Casualty MGAs

Commercial lines insurers are courting MGA relationships and the premium lift they can offer with limited technology or underwriting investment.
Eric Weisburg, Martin Higgins, Steven Kaye
日本語
April 13, 2023

RIA Portfolio Management and Reporting Systems: Market Overview

Of the estimated 23,500 RIAs in the market, 9,000 to 14,000 still use very basic tools for portfolio management and reporting.
Wally Okby
日本語
March 9, 2023

Aite Matrix: Sell-Side Fixed Income Connectivity Solutions Providers

The surge in fixed income electronic trading has significantly increased the importance of bringing efficiency to pre-trade and post-trade functions.
Vinod Jain
日本語
February 28, 2023

CIO/CTO Checklist: Data Visualization Tools

Data analysis becomes increasingly important as the data available to financial institutions increases in variety, velocity, and volume.
Mitch Wein, Aisha Chandraker
日本語
February 23, 2023

Who’s Using Who for ESG: A Buy-Side Analysis

With the range of data, analytics, and research provided, firms are investing in ESG data operations.
Paul Sinthunont, Adler Smith
日本語
February 15, 2023

Establishing and Sustaining Data Mastery: Introducing the Insurance Data & Analytics Maturity Model

Data and analytics innovation requires technology, organizational change, and executive sponsorship.
Martin Higgins, Eric Weisburg
日本語
February 15, 2023

Navigating Pathways to Holistic Wealth Management

Progress toward consistent delivery of holistic wealth management is demonstrably mixed.
Wally Okby, David Himmel
日本語
February 2, 2023

Capital Markets Emerging Fintech Spotlight: Q1 2023

This quarter highlights vendors looking to modernize what they perceive to be inefficiencies in specific operational processes.
Vinod Jain, Adler Smith
日本語
January 26, 2023

Fixed Income Sell-Side Market Execution Connectivity: Sell-Side Turns to Vendors to Support Electronic Trading Growth and Protocol Proliferation

Electronic trading has enabled greater use of automated trading tools to execute orders in fixed income markets.
Vinod Jain
日本語
January 12, 2023

Top 10 Trends From Financial Services CIO/CTO Advisory, 2023: The Future Has Arrived

Institutions that rise to the front of the pack will have clear ownership structures for new technologies and digital processes.
Mitch Wein, Aisha Chandraker
日本語
January 11, 2023

Top 10 Trends in Capital Markets, 2023: Aligning Business, Technology, and Operating Models to Compete in an Evolving Landscape

2023 is the time to revisit core business and operating models.
Gavin Little-Gill
日本語
January 5, 2023

Top 10 Trends in Customer Experience, 2023: Synthesizing Pandemic and Post-Pandemic Expectations

Customer experience in 2023 will be an interesting blend of innovation, tradition, and a new synthesis of pandemic and post-pandemic contexts.
Paul Legutko,
日本語
November 22, 2022

CIO/CTO Checklist: Explaining AI and ML Algorithm Outcomes to Regulators

CIOs, CTOs, and heads of architecture must embrace best practices that support AI explainability.  
Mitch Wein
日本語
November 10, 2022

Insuretech for Insurers: A Guide to 300 Startups

Insuretech startups have found success helping insurers with business classification, portfolio optimization, and straight-through processing.  
Stephanie Dalwin
日本語
October 26, 2022

Customer Experience Fintech Spotlight Q3 2022

Financial institutions do not always have the in-house resources to support the technologically advanced experiences customers expect.
日本語
October 11, 2022

U.S. Wealth Management Client Reporting: At the Center of the Client Relationship

Client reporting is the most consistent point of contact every wealth management client has with its institution.  
Wally Okby
日本語
August 16, 2022

Capital Markets Fintech Spotlight: Q1 2022

The vendors profiled in this report are active across a range of product categories and services catering to banks.  
Vinod Jain
日本語
July 28, 2022

10 Trends in Customer Experience: Expanding Scope and Managing Expectations

Given consumer expectations today, establishing a CX strategy requires multiple capabilities, coordination with diverse stakeholders, and a proliferation of talent and tools.  
Paul Legutko,
日本語