Customer needs and expectations continue to evolve, and players in the wealth management ecosystem must work hard to stay just one step ahead. Their capabilities and the breadth of their product portfolios must exceed beyond traditional offerings to address new market challenges and capture new opportunities.
Datos Insights’ Impact Awards are designed to recognize and celebrate innovation achieved by financial institutions 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 the industry one step closer to next-generation banking. The winners of the 2025 Impact Awards in Client Experience and Operational Excellence in Wealth Management follow: Apex Fintech Solutions, Backbase, Broadridge, Brokerware, Egnyte, Envestnet, Fifth Third Private Bank, Formue, Merrill, RFG Advisory, and Snappy Kraken.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Arbuthnot Latham, Bank of America, Betterment, BlackRock, ChatGPT, Claude, Coutts, Danske Bank, Evelyn Partners, Fidelity, FIS, Gemini, Google, Microsoft, Netflix, Orion, Pictet, Redtail, Salesforce, Schwab, SICO, Wealthbox, Weatherbys, Webex, and Zoom.
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