CEB Ignition™ Wealth Management
Technology Accelerator

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:

Advisor Effectiveness

Data Management

Digital Client Experience

Risk Management

Technology Planning and Implementation

How CEB Helps You

Building an Advice-Led
Client Experience


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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.

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Align Your Technology and
Wealth Management Strategies

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.

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Membership Features

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.

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Retail Banking: How to Engage Frontline Staff in a New Way to Sell
Most retail banks have created a wide range of digital banking tools. But simply producing them isn't enough; staff and customers also need to understand how to get the most from them. Wed Sep 13 03:00:05 EDT 2017
Financial Services Operations: How Your Team Can Improve the Customer Experience
As more and more customers bank digitally, it means that back office staff, who run the systems behind the digital channels, will have far more of an impact on the customer experience their bank provides. Fri Aug 25 03:00:48 EDT 2017
Commercial Banking: How Customer Accountability Will Boost Your RMs’ Performance
Making relationship managers, and indeed all employees, responsible for hitting customer-related goals, such as boosting customer satisfaction, will make commercial banks more successful. Fri Aug 04 03:00:27 EDT 2017

Speak with our team to learn more.

Some of Our Members