Sign up to save your podcasts
Or
Share What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent
Turning Data into Direction: WealthTech Survey Insights with Chris Bendtsen
In this episode of The WealthTech Podcast, Mark Wickersham sits down with Chris Bendtsen, Senior Analysts Wealth Technology at Celent, to dig into their latest wealth management technology survey. It's always get exciting when there’s real data behind the conversation—and Chris brings just that.
We unpack what firms are actually prioritizing when it comes to technology, where client experience is headed, and what the leading firms are thinking about data integration, automation, and AI. Chris also shares some surprising trends about how firms are balancing innovation with legacy systems—and where they might be getting stuck.
If you're navigating tech decisions in wealth management—or advising those who are—this conversation offers a grounded, data-backed look at where the industry is moving and what’s actually working.
🎥 Watch on YouTube: https://youtu.be/M9NT7CYbgxM
About Chris Bendtsen
Chris Bendtsen is a Senior Analyst at Celent covering wealth management technology. His research expertise includes technology spending in wealth management and private banking, wealthtech startups, AI and generative AI in wealth management, portfolio management systems, and alternative investment platforms. Prior to joining Celent, Chris was a Lead Analyst at CB Insights covering fintech and venture capital, and before that a Principal Researcher at Gartner covering financial services digital marketing.
About Celent
Celent is the leading research and advisory firm focused on technology for financial institutions globally. For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale. Celent offers objective advice and clarity, backed by a database of thousands of solutions and award-winning global best practice use cases. Celent is now part of GlobalData.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...
View all episodes
By Mark WickershamTurning Data into Direction: WealthTech Survey Insights with Chris Bendtsen
In this episode of The WealthTech Podcast, Mark Wickersham sits down with Chris Bendtsen, Senior Analysts Wealth Technology at Celent, to dig into their latest wealth management technology survey. It's always get exciting when there’s real data behind the conversation—and Chris brings just that.
We unpack what firms are actually prioritizing when it comes to technology, where client experience is headed, and what the leading firms are thinking about data integration, automation, and AI. Chris also shares some surprising trends about how firms are balancing innovation with legacy systems—and where they might be getting stuck.
If you're navigating tech decisions in wealth management—or advising those who are—this conversation offers a grounded, data-backed look at where the industry is moving and what’s actually working.
🎥 Watch on YouTube: https://youtu.be/M9NT7CYbgxM
About Chris Bendtsen
Chris Bendtsen is a Senior Analyst at Celent covering wealth management technology. His research expertise includes technology spending in wealth management and private banking, wealthtech startups, AI and generative AI in wealth management, portfolio management systems, and alternative investment platforms. Prior to joining Celent, Chris was a Lead Analyst at CB Insights covering fintech and venture capital, and before that a Principal Researcher at Gartner covering financial services digital marketing.
About Celent
Celent is the leading research and advisory firm focused on technology for financial institutions globally. For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale. Celent offers objective advice and clarity, backed by a database of thousands of solutions and award-winning global best practice use cases. Celent is now part of GlobalData.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...