Client Lifecycle Management Solutions, 2022: Corporate and Investment Banks and Markets Institutions; Market and Vendor Landscape
This report focuses on investment banks and other sell-side institutions with some of the most complex and demanding CLM requirements. Contains one RiskTech Quadrant.
This collaborative report investigates the ‘layers’ of operational resilience in insurance firms, and argues that the vital lesson from the pandemic is to prepare for a broad range of future operational scenarios, rather than relying on retrospective…
This Vendor Analysis summarizes the key theses in the Chartis report 'Energy Risk: Pricing and Data Management 2021; Market and Vendor Landscape', and takes a detailed look at ZE’s quadrant positioning and scoring.
This report summarizes Chartis' revised approach to GRC, ‘GRC+’ : a comprehensive view that reflects the subject's maturation into a more complex and fully integrated discipline.
This Vendor Analysis summarizes the key theses in Chartis' IFRS 17/LDTI quadrant report, and takes a detailed look at Wolters Kluwer's quadrant positioning and scoring, and Chartis’ underlying opinion and analysis.
This Vendor Analysis summarizes the key theses in Chartis’ trade-based money laundering quadrant report, and takes a detailed look at SAS’s quadrant positioning and scoring, and Chartis’ underlying opinion and analysis.
Energy50 2022 ranks the top 50 players in the energy risk solutions market, and provides Chartis' view of key issues in today’s energy space.
This report defines trade-based money laundering, discusses how it has developed over time, and considers the dynamics of the evolving market for solutions to help firms tackle it.
This report, developed in collaboration with SAP, is the second in a series examining the crossover between cyber and GRC in different industry sectors.
The latest iteration of the most comprehensive independent study of the world’s major players in risk and compliance technology.
This briefing explores the key trends that we believe will shape the future for buy-side technology, infrastructure and solutions.
An examination of the key dynamics in data aggregation for wealth in the context of open finance.
A detailed look at Aravo’s 3PRM quadrant positioning and scoring, and Chartis’ underlying opinion and analysis.
This report discusses the key trends in the wealth market that are impacting financial planning systems in the standalone solutions market. Contains 1 FinTech Quadrant.
This Vendor Analysis is based on the Chartis quadrant report ‘GRC Solutions, 2021: Market Update and Vendor Landscape’ (published in May 2021).
The death of insurasaurus? Why complacent and out of touch insurers must overhaul their business, and their image, to survive
Like other corporate dinosaurs, many insurers face extinction if they don’t become less reliant on old ways of doing things and robust barriers to entry. But by upgrading their tech and learning from other industries they can avoid the fate of their…
This report examines the key trends driving buy-side and sell-side demand for execution management systems (EMSs), and how the vendor landscape is evolving to keep up with client needs. Includes one RiskTech Quadrant.
This report contains Chartis’ updated view of the market and vendor landscape for governance, risk and compliance (GRC) solutions. Contains 8 RiskTech Quadrants.
In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.
This report from Chartis and Moody’s ESG Solutions Group considers how climate stress tests are developed, and assesses the data, technology and modeling requirements and challenges involved.
This report examines the key trends driving demand for transaction cost analysis (TCA) solutions, and how the vendor landscape is evolving to meet the changing needs of investment managers and traders.
This report, a collaboration between Chartis and FIS, examines the impact of IFRS 17 and LDTI on the insurance industry, giving an overview of the changes observed in the market, the industry’s evolving response, and how firms should prepare for the…
This collaborative report from Chartis and iMeta discusses the risk and technology perspectives of client onboarding in wholesale banking, setting out the challenges and best practices for financial institutions.