Our research and analyst expertise cover the data and tools that broker-dealers and investment advisory firms use to serve individual investors- including financial planning, client management, and accounting platforms. We focus on technology in the context of the business environment, making sure issues of regulation, distribution channels, and market conditions are top-of-mind.


2015 CEB Financial Services Technology Summit

The 2015 CEB Financial Services Technology Summit will enable financial institutions to act on the two critical components of a strategy that wins with empowered customers: client engagement and staff enablement.

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Building an Advice-Led Client Experience

A new advisory model can improve client relationships and loyalty, but making the transition requires firms to integrate new skills and technologies.

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Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

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Top Resources for Technology Providers

We equip technology providers to succeed in the financial services industry through our best practice research, data and benchmarks, Technology Analysis tools and advisory support.

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CEB TowerGroup IT Roadmap

Our interactive IT Roadmap allows members to segment and sort CEB data to inform product and marketing strategies.

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Client Reporting Systems: High-Risk, High-Reward

Nearly one-third of wealth management firms plan to improve their document management and client reporting capabilities.

Preview: Client Reporting Technology Analysis


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