2026 Impact Awards

Wealth Management Submission Form

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Name

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Please complete the form in it’s entirety before starting a new submission.

Contact information of person submitting the nomination:

First Name(Required)

Last Name(Required)

Company(Required)

Job Title(Required)

Work Phone(Required)

Mobile Phone(Required)

Work Address(Required)

Street City State ZIP / Postal Code Country

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

Below is a preview of your submission. If you have edits, click the “Previous” button at the bottom of the page. If you are satisfied with your submission, click “Submit” to complete your nomination.