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

Community Banking: If Digital is So Important, Why Are My Teller Lines So Long?
The majority of customers now prefer digital channels but banks must do more than just replicate online what they offer in branch, they should use digital capabilities to offer new kinds of services. 27 Sep 2016
Retail Banking: 3 Myths about Millennial Customers
Despite all that's been written about millennials' "new" approach to life, they are little different from their elders when it comes to what they're looking for from their bank, especially those who are highly educated or already have significant assets of their own. 31 Aug 2016
Community Banking: Wealth Management and the Rise of Robo-Advisors
Community banks want to attract customers by offering wealth management services but many, particularly younger customers, are moving towards new non-bank entrants. 28 Jul 2016

Speak with our team to learn more.

Some of Our Members