Honorees of the recognition program will be celebrated in
Las Vegas at Financial Planning's
new ADVISE AI conference, where one tech firm winner and one wealth
management firm winner will be revealed as Innovators of the
Year
NEW
YORK, Sept. 5, 2024 /PRNewswire-PRWeb/ --
Financial Planning, Arizent's leading information resource for
decision makers in wealth management, announces the nine winners
for the inaugural Innovation Awards, which includes five tech firms
and four wealth management firms. One winner from each category
will be selected and announced as Innovators of the Year at
Financial Planning's new ADVISE AI conference, which takes place
October 9-10, 2024, in Las Vegas, Nevada.
"We're recognizing companies that are
taking big steps toward bringing artificial intelligence tools and
solutions into the industry or implementing them in forward-looking
ways. They are true innovators."
The new Innovation Awards honor and celebrate outstanding
achievements in developing technology — most notably AI — and
implementing solutions that improve the growth and scalability of
wealth firms, and enhance client engagement and experiences.
"We recognized the significance of AI for the wealth management
industry immediately," says Brian
Wallheimer, Editor-in-Chief at Financial Planning. "Since
then, our goal has been to shine a light on the ways financial
advisors can leverage this technology to scale their businesses and
streamline operations, as well as connect with their clients to
help them achieve their financial needs. Now we're recognizing
companies that are taking big steps toward bringing that technology
into the industry or implementing it in forward-looking ways. They
are true innovators."
The five tech firm winners are:
- Innovation in Client Onboarding Technology - DNA Behavior
- Innovation in Marketing Technology - Snappy Kraken
- Innovation in Portfolio and Investment Strategy - Orion
- Innovation in Lead Generation Technology - WEALTHAWK
- Innovation in Specialized Planning Technology - FP Alpha
The four wealth management firm winners are:
- Innovation in Automation - Savvy Wealth
- Innovation in Marketing - RBC Wealth Management - U.S.
- Innovation in Client Engagement - RBC Wealth Management -
U.S.
- Innovation in Professional Development - Nationwide
Registration for Financial Planning's ADVISE AI conference,
where the honorees will be celebrated, is open to everyone in the
sector. The brand-new event is designed to guide wealth management
leaders in leveraging AI to scale operations and improve client
engagement.
Submissions for the Innovation Awards were reviewed by Financial
Planning editors and reporters. Read more about the companies and
their contributions to wealth management here:
https://www.financial-planning.com/2024-innovation-awards
About Financial Planning
Financial Planning empowers financial advisors and wealth
managers with essential analysis and insights into the ideas that
are shaping their businesses. Through authoritative journalism,
events, research and benchmarking, it helps firms drive their
businesses and the industry forward, navigating the critical
opportunities in practice management, wealthtech, investment
strategies, tax and regulatory requirements.
About Arizent
Arizent is a business information company that advances
professional communities by providing insights and analysis and
convening industry leaders. The company uses deep industry
expertise and a data-driven platform to deliver its services, which
include subscriptions, marketing services, live events and access
to Leaders, an executive forum. Arizent also connects business
communities through leading financial services brands like American
Banker, The Bond Buyer, Financial Planning and National Mortgage
News, as well as professional services brands like Accounting
Today, Employee Benefit News and Digital Insurance.
Media Contact
Aaron Boscanin, Arizent, 212-803-8500,
aaron.boscanin@arizent.com, www.Arizent.com
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SOURCE Arizent