Report

The 2023 Impact Awards in Wealth Management

Technology allows wealth managers to deliver value to clients and the advisors who serve them.
/

Customer needs and expectations continue to evolve, and financial institutions must strive to stay one step ahead. The capabilities and breadths of their product portfolios must go 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 2023 Impact Awards in Wealth Management follow: Bank of America Merrill Lynch, Bernstein Private Wealth, Pershing X, CogniCor, J.P. Morgan Private Bank, and The Bancorp.

Clients of Datos Insights’ Wealth Management service can download this report.

This report mentions Alliance Bernstein, BNY Mellon, Broadridge Financial Solutions, Conquest Planning, Google, J.P. Morgan, Integrity Marketing Group LLC, Lincoln Investment Planning LLC, Microsoft, Morgan Stanley, Pontera, Purefacts, Redtail, Salesforce, Snowflake, Wealthbox, and XLR8.

Related Content

Wealth Managers’ Engagement With AI: A Deeper Dive

All wealth managers have a long road ahead to reach GenAI integration.

When Banks Dial Back Lending: Wealth Managers Have Solutions to Fill the Gap

Banks have tightened access to credit, but wealth managers have solutions that facilitate client liquidity.

The 2022 Impact Awards in Digital Wealth Management

Aite-Novarica Group awards 12 technology innovators in wealth management in 2022.  

Get Summary Report

"*" indicates required fields

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