Customer needs and expectations continue to evolve, and financial institutions must strive to stay one step ahead. The capabilities and breadth of their product portfolios must go beyond what has traditionally been offered 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 2024 Impact Awards in Wealth Management follow: Fiduciary Trust International, Jump, LPL Financial, Merrill Wealth Management, Money Concepts Capital Corporation, Morgan Stanley, and Stonehage Fleming.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Anthropic, Bank of America, BlackRock, Broadridge, CogniCor Technologies, E*Trade, Franklin Templeton Investments, Laserfiche, Microsoft, OpenAI, and Shape.
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