Datos Insights’ Digital Wealth Management Impact Awards 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, and/or levels of automation and effectiveness that are bringing our industry one step closer to next generation financial services. They are the financial institutions, regardless of size, that others will follow.
- Product Innovation
- Client Engagement
- Advisory Enablement
- Technology Transformation
- Holistic Advice and Planning
- Wealthtech Startup
- Artificial Intelligence
See below for additional information to the specific Digital Wealth Management categories
To review the questions before starting your submission, click here to download the questions.
Multiple entries are welcome. However, please ensure you complete and submit one entry before proceeding with another
ENTRY SUBMISSIONS MUST BE RECEIVED BY JUNE 30, 2024
If you have any questions about the awards, contact us at [email protected].