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Datos Insights Announces Winners of the 2023 Digital Wealth Management Impact Awards


Datos Insights Announces Winners of the 2023 Digital Wealth Management Impact Awards

Datos Insights recognizes six innovative financial institutions leveraging best-in-class initiatives.

Boston — Datos Insights has announced the winners of the 2023 Digital Wealth Management Impact Innovation Awards. The awards, which were presented during the Wealth Management and Capital Markets Forum in New York on October 3, recognize and celebrate the industry’s best and brightest financial services firms across six dynamic categories.


In its fourth year, the awards program honors innovations achieved by wealth management firms leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation financial services. They are the wealth management firms, regardless of size, that others will follow. The winners across the six categories are as follows:

Advisor Enablement: Bank of America Merrill Lynch

Artificial Intelligence: Bernstein Private Wealth

Client Engagement: JPMorgan Chase

Product Innovation: The Bancorp

Technology Transformation: BNY Mellon Pershing X

WealthTech Startup: Cognicor   


A panel of five external experts on digital wealth management selected the winners based on the following criteria, which were considered when scoring each entry:

  • Level of innovation and competitive advantage
  • Market needs assessment
  • Impact on customer experience
  • Impact on customer operational efficiency
  • Level of new revenue opportunity for the organization
  • Impact on customer retention/new customer attraction
  • Level of scalability across customer base
  • Future roadmap


“The 2023 Impact Award winners represent the best of innovation in our industry. The worthy winners and the many strong challengers that made several categories battle royales are what make our industry so exciting to be part of and provide optimism for how it’s likely to evolve moving forward,” says Datos Insights Director of Wealth Management Andrew Besheer. “I’d also like to take a moment to thank our panel of volunteer judges— Chris Dyrhaug, Nalika Nanayakkara, Tricia Rothschild, Darlene DeRemer, and April Rudin —for their time and the thoughtful consideration of these outstanding nominations. They clearly had a difficult task and delivered an excellent outcome,” he adds.


The identification of a Datos Insights award winner or finalist is not an endorsement by Datos Insights of any vendor, product, or service.


To request additional information about Datos Insights’ Wealth Management Impact Awards, please contact us at [email protected]

About Datos Insights:
Datos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world’s assets, and to the technology and service providers who support them. Staffed by experienced industry executives, researchers, and consultants, we support the world’s most progressive banks, insurers, investment firms, and technology companies through a mix of insights and advisory subscriptions, data services, custom projects and consulting, conferences, and executive councils. Visit us on the web and connect with us on LinkedIn.


Kaitlyn Labbe

Datos Insights

[email protected]