Chris Bendtsen

New York

Lead Analyst: Fintech and Venture Capital at CB Insights

Princeton 2014

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Articles

Shedding Light on Agentic AI in Wealth Management

2 weeks ago | celent.com | Ashley Longabaugh |Chris Bendtsen

Agentic AI is the next phase of development in the field of generative AI. It is characterized by the ability of AI systems to operate autonomously, making independent decisions with minimal human intervention. This capability is achieved through training methods that emphasize reinforcement learning and behavioral modeling.
Dimensions: Wealth Management IT Pressures & Priorities 2025

2 months ago | celent.com | Chris Bendtsen |Ashley Longabaugh

IT spending in wealth management is expected to continue its growth from 2022 to 2025, with acceleration noted in most regions. There is a noticeable shift towards prioritizing investments that enhance operational efficiency over those aimed at innovation and growth. The primary factors driving investment remain largely consistent, as wealth managers navigate compliance and regulatory requirements while seeking to modernize their applications and infrastructure.
Wealth Management Dimensions: IT Pressures & Priorities Webinar; 2025 Edition

2 months ago | celent.com | Chris Bendtsen |Ashley Longabaugh

The wealth management industry is at a pivotal moment, characterized by a significant intergenerational wealth transfer and a retiring population. As firms navigate this transformative period, those that effectively leverage advanced technologies and data analytics will be better equipped to understand and address the unique needs and preferences of their clients.
Top Technology Trends Previsory in Wealth Management: 2025 Edition

Nov 6, 2024 | celent.com | Chris Bendtsen |Ashley Longabaugh

From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management PartnerCelent highlights the transformative shift in the wealth management ecosystem, moving from relative tech stagnation to a future characterized by accelerated integration and innovation, where the blend of NextGen technology, open ecosystems, and the “human touch” will redefine the role of wealth management industry players.
Technology Trends Previsory Webinar: Wealth Management; 2025 Edition

Nov 5, 2024 | celent.com | Chris Bendtsen |Ashley Longabaugh

How will the combination of NextGen technology, open ecosystems, and the essential “human touch” redefine the roles of wealth management professionals? How can wealth managers thoughtfully adopt tools like AI, machine learning, and data analytics to not only streamline processes but also create more personalized client experiences?
Field Guide to GenAI Hyperscalers: Risk & Compliance Edition

Sep 17, 2024 | celent.com | Chris Bendtsen |Alenka Grealish |Neil Katkov |Keith Raymond

Field Guide to GenAI Hyperscalers: Risk & Compliance Edition 17 September 2024Celent examines the Generative AI solutions and capabilities of AWS, Google, IBM, and Microsoft. Abstract In response to the voice of its clients, Celent is writing a series of reports on the tech vendors supporting the GenAI initiatives at financial institutions. This is our inaugural report focused on hyperscalers (AWS, Google, IBM, and Microsoft).
Dimensions Webinar: Wealth Management IT Pressures and Priorities 2024 Edition

May 22, 2024 | celent.com | Chris Bendtsen |Ashley Longabaugh |Jean Sullivan

Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting technology strategies and budgets across the globe? And which emerging technologies are firms prioritizing? Celent surveyed 200+ executives to find out; watch our webinar on-demand to learn more about this year’s findings and what it means for wealth management tech strategy in 2024 and beyond.
GenAI-oneers in Wealth Management

May 17, 2024 | celent.com | Chris Bendtsen |Jean Sullivan

Generative AI adoption in wealth management is progressing quickly. Celent surveyed wealth management executives at some of the largest wealth management firms in the world to learn about the state of generative AI in the industry. We asked them how their sentiment toward GenAI had changed over the prior year, their state of adoption by area, their view of expected impact by use case, key success factors based on experience, and their technology approach.
Announcing the Celent Model Wealth Manager 2024 Award Winners

Mar 20, 2024 | celent.com | Chris Bendtsen |Ashley Longabaugh |Jean Sullivan

Our wealth management team is delighted to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was competitive with entries from global financial institutions. We would like to thank all of the financial institutions and supporting service providers who entered this year’s program, and we hope to see you again in 2025 (the submission window opens June 2024).