Digital Wealth Management

Customer needs and expectations continue to evolve, and financial institutions must strive to stay one step ahead. Their capabilities and breadth of product portfolio must go beyond what has traditionally been offered to address new market challenges and capture new opportunities. 

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.

The categories for consideration under the Impact Awards in Digital Wealth Management are:

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


If you have any questions about the awards, contact us at [email protected].

“Now that we are on the verge of witnessing the beginning of genAI integration across wealth management, focused execution of wealth managers’ digital priorities has never been more critical. Datos Insights’ Digital Wealth Management Impact Awards distinguish and celebrate wealth managers that are the crème de la crème of their peers in leveraging technology to deliver robust digital tools, sophisticated portfolio management, financial planning capabilities, client reporting, practice management, financial planning, and investment support.”
Wally Okby
Strategic Advisor, Wealth Management, Datos Insights

Requirements for Participation & Additional Information:

  • Financial institution offerings that meet the stated criteria of the respective award.
  • Nominated offerings must be in production.
  • All nominees must be willing to allow Datos Insights to publicly announce and describe their innovation should they win. [Note: A follow-up briefing may be requested by Datos Insights to aptly develop the appropriate communications and reporting.]
  • Datos Insights asks that all nominations be as detailed and descriptive as possible to facilitate a complete understanding of the nominated innovation and support a fair and objective evaluation. There are no character limits to any response within the nomination form.

Digital Wealth Management

1. Product Innovation: Award for excellence and innovation in the manufacturing and distribution of financial products to consumers by wealth management firms.

2. Client Engagement:  Award for excellence and innovation in how wealth managers are interacting with clients, including (but not limited to) client reporting, use of data and analytics to personalize engagement, client portals, next-gen programs — and does not need to be limited to purely digital offerings.

3. Advisor Enablement:  Award for excellence and innovation in how wealth managers are enabling advisors to serve clients, including (but not limited to) next best action programs, advisor workstations, sustainable investing platforms.

4. Technology Transformation:  Award for excellence and innovation in the successful transformation of all or aspects of a wealth manager’s technology stack that has provided a significant and realized business results.

5. Holistic Advice and Planning:  Award for excellence and innovation in how wealth managers help clients manage their balance sheets and plan their financial lives, including but not limited to planning apps, goal-based planning frameworks, integration of investment planning with complementary topics (e.g. borrowing, income protection, longevity planning).

6. Wealthtech Startup:  Award for excellence and innovation by a recently launched wealthtech firm.

7. Artificial Intelligence:  Award for excellence and innovation by a wealth manager leveraging artificial intelligence to provide demonstrated business impact.

If you have any questions about the awards, contact us at [email protected].