Customer needs and expectations continue to evolve, and players in the wealth management ecosystem need to work particularly hard to stay just one step ahead. Their capabilities and the breadth of their product portfolios must go far 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 [year] Impact Awards in Core Platform Innovation follow: Altruist, Avaloq, Bank of America Merrill, InvestCloud, Morgan Stanley, RBC Wealth Management, and Snappy Kraken.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Advyzon, Agentforce, Amazon Bedrock, Anthropic, Apache Kafka, Astrid, BBVA, Banque Internationale à Luxembourg, Black Diamond, Broadridge, Cass, ChatGPT, Claude, Deutsche Bank, Down Detector, E*TRADE, First Abu Dhabi Bank, Gemini, HPDC, iCapital, Java, Marketing Cloud, MuleSoft, NEC Corporation, OpenAI, Orion, Outlook, PowerCurve, Redtail, Royal Bank of Canada, Salesforce, Schwab, Slack, SQL Server, SS&C, Subscribe, SWIFT, Tamarac, Wealthbox, and Wells Fargo.
About the Author
Wally Okby
Wally Okby is a Strategic Advisor for Datos Insights’ Wealth Management practice. He is a thought leader and trusted advisor to leading global clients across North America and EMEA, including alternative investment stakeholders, global private banks and wealth managers, portfolio management and reporting vendors, core private banking technology providers, ESG rating agencies and specialized data providers, and socially responsible investment...
Other Authors
Gregory O'Gara
Greg O'Gara serves as a Strategic Advisor for Datos Insights' Wealth Management practice, focusing on research and analysis of the North American wealth management industry. He has strong expertise in financial advisor technology, platform architecture, and investment delivery models, with specialized knowledge in custody and clearing operations, retail trading ecosystems, investor engagement, and regulatory frameworks. His advisory work helps firms...