The Model Wealth Manager awards program recognizes best-in-class technology-driven initiatives at global financial institutions. For 2023, our nomination categories stretch across six key trends shaping the wealth management industry:
Our team believes that the industry is underpinned by five core technology building blocks, as outlined in our Technology Trends Previsory: Wealth Management, 2023 Edition , to enable a client-led enterprise. The submissions for this year’s Model Wealth Manager Awards program were not only competitive, but also testament to the industry’s determination of bringing personalized, streamlined, and optimized wealth management products and services to a variety of clients and advisors. We are thankful to all the financial institutions and supporting service providers who participated in this year’s program and hope to see many of you again for our 2024 program.
We look forward to sharing our analysis of the key themes that emerged from this year’s submissions and reveal the winners of the 2023 Model Wealth Manager awards program on March 29th at Celent’s annual Innovation and Insight Day. The event is virtual; you can register here:
