2025 Impact Awards

Wealth Management Submission Form

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Contact information of person submitting the nomination:

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NOMINEE INFORMATION:

Financial institution name:(Required)

Technology provider name (if nominating a financial institution):(Required)

Introduction of financial institution:(Required)

Business unit description within the financial institution (Please provide brief description of your business unit):(Required)

Category selection(Required)

INITIATIVE DETAILS:

What? Detailed description of the initiative and intended goals being submitted for nomination. Please provide an overview of what the submitted initiative is, as well as its key features:(Required)

Why? Market challenges driving initiative:(Required)

Market opportunities driving initiative:(Required)

Detailed description of why this initiative is innovative:(Required)

How? (Details on Implementation)(Required)

Replacing existing or implementing something new:

Replacing Existing

Implementing Something New

Internal Build, Proprietary Configuration of Vended Solutions/APIs, or Single Vendor Solution(Required)

Internal Build

Proprietary Configuration

Vendor Solution

If internal build, why internal build?:(Required)

If a Proprietary Configuration of Vended Solutions/APIs, list what vendors and solutions were incorporated, and provide details on how you approached configuration (ex. configured a CRM platform’s UI using wizards and widgets for use as a portal and integrated data from other solutions via API):(Required)

If vendor solution, describe vendor selection process (other vendors analyzed, selection criteria, key reasons for vendor selection):(Required)

Deployment decision (on-premise, hosted, private cloud, public cloud, hybrid cloud, via a managed service arrangement, or any combination):(Required)

Consulting/IT services partners if any for implementation (e.g., Accenture, PWC, Capgemini, Infosys, TCS, Wipro, etc.)(Required)

Detailed Timeline – Please provide details on key stakeholders, the ideation and development processes, key milestones, and launch date:(Required)

Key Success Factors:(Required)

Post-implementation vendor assessment (strengths, weaknesses, future roadmap - 12 to 24 months):(Required)

RESULTS

Quantitative assessment/metrics of initiative:(Required)

Qualitative assessment/metrics of initiative:(Required)

Future initiative roadmap and goals:(Required)

Contact information of person submitting the nomination:

NOMINEE INFORMATION:

INITIATIVE DETAILS:

RESULTS

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