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


Learn More

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.

Download PDF

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.

Speak with our team to learn more.

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

Leadership Councils

Market Insights

For Vendors

From Our Blogs

How President Trump May Change Financial Services
The president elect has certainly talked about more policy changes than he will actually make, but there are three areas that financial services firms should be monitoring closely. Thu Dec 01 03:00:09 EST 2016
Wealth Management: Nearly Half of US High-Net-Worth Clients Unaware of DOL Ruling
A survey of hundreds of HNW investors showed that only 12% were "very familiar" with changes, and a huge 45% were wholly unaware; wealth managers have some work to do. Thu Nov 17 03:00:46 EST 2016
Retail Banking: Why Banks’ Understanding of ‘Product’ Needs to Change
Bankers need to stop tweaking conventional financial "products" and start thinking about what it is their customers are trying to accomplish. Tue Nov 15 03:00:27 EST 2016

Speak with our team to learn more.

Some of Our Members