The 2022 Impact Awards in Digital Wealth Management (JP)

2022年度インパクト・イノベーション・アワード(デジタル・ウェルネス・マネジメント部門)受賞企業発表:ALLINDEX, Atria Wealth Solutions, Aviva Plc, Bank of America Merrill Lynch, Bento Engine, BNP Paribas, Formue, Goldman Sachs Ayco, Morgan Stanley, RBC, SEBA Bank

Boston, September 20, 2022 –ウェルス・マネジメント・サービスに対する顧客の期待値は高まるいっぽうであり、各社は常にその一歩先を行く努力を求められている。一方、金融機関の商品やサービスの品揃えも、新たなニーズへの対応やビジネス拡大戦略に沿って進化する必要がある。


本レポートには、図29点と表11点が含まれています(全82ページ)。弊社 Wealth Management service をご契約のお客様は、本レポートをダウンロード頂けます。

本稿では、Abbove, Alex Brown, Amazon Web Services, APEX, Bloomberg, Broadridge, Docupace, Dynamics, Envestnet MoneyGuidePro, Factset, FNZ, Gambit, GIST, Informatica, J.P. Morgan, LSEG, Moody’s, Morningstar, Moxo, MSCI, Mulesoft, NatureAlpha, Practifi, Qontigo, Raymond James, RepRisk, Riskalyze, Royal Bank of Scotland, Salesforce, SIX Group, Sustainability Accounting Standards Board, Trucost, UN Forest500, Vue.JS, Wealthbox, XLR8に言及している。

Related Content

Digital Client Onboarding in Wealth Management: State of Play

There is a concerted effort to make digital client onboarding mainstream within the wealth management industry.  

U.S. Regulatory Developments for Digital Assets: Implications for U.S. Wealth Managers

Absent a mature regulatory structure, financial institutions have been building an infrastructure to access digital assets with risk and compliance top of mind.  

Waking the Giant: How Bank Wealth Managers Can Address the Challenges to Growth

Bank-affiliated wealth managers are invigorating their growth by rethinking their advisory value proposition and tailoring investment planning to specific goals.  

Get Summary Report

"*" indicates required fields

This field is for validation purposes and should be left unchanged.