Celent Model Wealth Manager Awards

Celent Model Wealth Manager Awards

Submit a nomination

Nomination category
Please select one category which best describes the nature of your initiative.
Initiatives aimed at enriching the client journey and experience, across digital channels (e.g. online, mobile, social, etc.) and physical channels (e.g. branch, etc.), for wealth management clients.
Initiatives aimed at improving the capability to innovate and experimenting with new technologies that demonstrate promise to transform the business.
New products and/or platforms (or significant improvements to existing ones) for retail, HNW and family office clients, as well as innovation in their delivery.
Title of initiative
Financial institution information
Details
A brief summary of the initiative and key points on why you think it deserves a Model Wealth Manager Award in your chosen category.
Describe the business need for the initiative. What problems were being experienced? What were the drivers and targets or desired outcomes? Who was the Executive Sponsor?
What solution did you design to achieve the desired outcomes? What technology did you use? What process or organisational changes did you implement?
Internal team: size of the core team, key departments involved; External resources: technology vendors, professional services firms, Fintech partners.
Approximate project duration; go-live date.
Firm revenue or productivity enhancement, cost reduction, end user feedback, social media buzz, etc.
Other business benefits that might be too hard to quantify.
What was particularly innovative about your initiative, e.g. new technology, ways of using it, approach, etc.?
How complex was the project? What were the biggest challenges and how did you overcome them?
Additional material add a file
Solution Partner (Vendor / Consultancy / IT Services / Business Process Services) (Optional)

If available, please provide details for the main solution partner who played a key role in developing/implementing the initiative (optional).