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This year's Model Awards honor financial institutions that have gone beyond mere implementation to harness the power and potential of technology. Our 2025 winners showcase how innovation can lead to significant business benefits, ranging from streamlined operations to enriched customer relationships.
How are firms utilizing AI and technology to empower their workforce, enhance customer interactions, and create a lasting impact?
In an era where technology and the human touch coalesce, our award-winning firms exemplify that the future of finance is rooted in collaboration. After all, efficiency is not just about doing more with less; it's about generating real value for customers and stakeholders.
Join us for our 2025 Innovation & Insight Day on June 18th from 10am ET to 12:30pm ET, as we explore how industry leaders are leveraging technology not just for innovation's sake but to also drive meaningful change and empower their teams and customers.
Agenda
June 18 | 09:00 - 10:30 | Plenary Session: The Human-AI Partnership: From Vision to Value
AI is enhancing the human experience rather than replacing it, fostering a culture of innovation and resilience amongst financial institutions. Join Jamie Macgregor, Global Head of Celent, as he kicks off I&I Day 2025 with our Plenary Session. He'll draw on research from our 2025 Model Award winners to offer practical advice on integrating AI and technology-led solutions to enhance customer experience and satisfaction.
Plus, we'll be joined by a soon-to-be-announced guest speaker for a Fireside Chat, who will offer further insight into today's industry.
June 18 | 10:30 - 11:30 | Model Bank Overview: People, Vision, and a Modernized Technology Estate: The Formula for Banking Innovation
Don’t miss our 2025 Model Bank session, your front-row seat to the bold innovations reshaping the banking industry. Discover how this year’s winners successfully combined technology, talent, and processes to modernize platforms, enhance customer value, and lead with impact.
From leveraging advanced tech to embracing Generative AI alongside human expertise, these institutions are setting new standards in efficiency, product innovation, and service delivery.
Join us as we announce the 2025 Model Bank winners and gain practical insights and bold ideas you can apply to your own innovative initiatives today.
June 18 | 10:30 - 11:30 | Model Buy Side & Sell Side Overview: Thriving Through Uncertainty: How AI and Innovation are Reshaping Capital Markets
2025 is shaping up to be more unpredictable than ever, leaving financial institutions focused on how to keep innovating while staying resilient in uncertain times. This year’s Model Buy Side & Sell Side Award winners highlight the strategic role of AI in driving growth, staying competitive in capital markets, and enabling full-scale digital transformation across the trading lifecycle.
From enhanced decision-making and improved client satisfaction to streamlined operations and complete STP (straight-through processing), these firms are setting the standard for modern financial innovation.
Join us as we announce the 2025 winners and explore how leading firms are adapting faster, optimizing trading and investment strategies, and delivering a superior user experience.
June 18 | 10:30 - 11:30 | Model Insurer Overview: Model Insurer Trailblazers: Forging the Future of Insurance
The insurance landscape is undergoing a seismic shift. From leveraging AI and other technologies for personalized customer-centric solutions to fostering resilience against emerging threats, our 2025 Model Insurers are not just adapting; they are architecting a more accessible, equitable, and impactful insurance industry for generations to come. Their stories inspire us to embrace change and build a future where risk management and innovation go hand in hand.
Join us as we announce our 2025 Model Insurer winners and celebrate the visionary leaders and innovative companies – the true trailblazers – who are courageously shaping the future of insurance.
June 18 | 10:30 - 11:30 | Model Risk Manager Overview: How AI, Automation, and Collaboration are Shaping the Future of Risk
The 2025 Model Risk Manager Awards recognize financial institutions for best practices in leveraging technology across areas critical to risk management success. These awards celebrate impactful initiatives and highlight real-world examples that inspire industry-wide transformation.
We’re proud to showcase collaborative efforts that have helped banks enhance competitiveness—whether by mitigating risks, lowering costs, or improving customer products and experiences. Today, many institutions are integrating AI and automation into their risk systems, with benefits that continue to grow.
It’s an exciting time for risk technology in financial services—don’t miss the opportunity to learn from this year’s standout success stories.
June 18 | 10:30 - 11:30 | Model Wealth Manager Session: From AI Impact to Cloud Transformation: Discover Best In-Class Tech Innovation
Join Celent’s 2025 Model Wealth Manager Overview session for an inside look at the tech innovations driving success at today’s leading wealth managers and private banks. Our analysts will spotlight this year’s winning initiatives, featuring advances in generative AI, platform and mobile app modernization, portfolio and market analytics, and more.
Discover what’s working, how these organizations are achieving impact, and how their strategies can help shape your own approach to technology innovation. Don’t miss this opportunity to gain practical insights and inspiration for the future of wealth management.
