CEB Ignition™ Wealth Management Technology Accelerator is a membership for innovative wealth management leaders and technology executives who want to optimize the performance of their business. Our analyses and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day and longer-term technology initiatives. With relationships and learnings from the best financial institutions, we help you and your team save time and make better decisions.
Our Research Focus
Equipping our members with analyses and actionable advice on the technology topics most important for their business is at the heart of what we do. We don't just point to where you need to go: we provide you with the data, trends, and roadmaps to help you and your team get there. Key topics include:
Digital Client Experience
Technology Planning and Implementation
Our Current Research: Business Growth Through Actionable Advice
Wealth firms that lead with outcome oriented advice see stronger client loyalty outcomes than those that focus on investment performance. "Wealth Challengers" that provide a motivating advisory experience are in short supply and only a partial solution to eroding client relationships. Firms need to focus on advisor abilities as well as digital resources.
CEB Wealth Management Leadership Council helps you address the common challenges re-shaping the financial services industry with access to best practice research, a premier peer network, and advisory support.
Speak with our team to learn more.
Both lines of business and technology leaders can rely on CEB to provide four types of support:
Filter Technology and Market Information: We gather intelligence to help you make decisions faster and reduce noise from external vendors.
Benchmark Your Firm's Technology Capabilities Against Peers': We measure your firm’s technology “maturity” and provide objective data to build consensus and support business action.
Navigate Technology Initiatives: Rely on our expertise and member network to support the planning and execution of critical technology solutions.
Network with Vendors and Peers: CEB meetings and events provide a safe space to work directly with vendors and discuss technology success (and failures) with other wealth management and financial services executives.
I used the latest client experience research as a key input into designing our client service strategy. It helped me prioritize our investments in places we know will drive value for our clients."
US Regional Bank
With the help of CEB, our firm was able to identify and prioritize multichannel initiatives and arrive at innovative channel solutions quickly."
Hawaii USA Federal Credit Union