The Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management, and is the main award that a financial firm in the industry can receive from Celent.
The deadline for submissions is 11pm GMT on October 16, 2020. Winners will be notified in November and announced publicly March 9-11, 2021.
For 2021, we will be accepting nominations in three categories: Client Experience, Products / Platform, and Emerging Technology.
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. Example initiatives include:
Products / Platform
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. Example initiatives include:
Initiatives aimed at improving the capability to innovate and experimenting with new technologies that demonstrate promise to transform the business. Example initiatives include: