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 a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.