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.