Aite-Novarica Group Announces Winners of 2022 Digital Wealth Management Impact Awards

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The Aite-Novarica Group rewards 12 innovative financial institutions that leverage best-in-class initiatives.

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Boston, MA, Sept. 20, 2022 (GLOBE NEWSWIRE) — Aite-Novarica Group has announced the winners of the 2022 Digital Wealth Management Impact Awards. November, recognizes and celebrates the industry’s best and brightest financial services companies in seven dynamic categories.

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Now in its third year, the awards program recognizes innovations made by wealth management firms that leverage technology to surpass the status quo. Winners lead the industry in identifying and implementing new products, capabilities, or levels of automation and efficiency that bring our industry closer to next-generation financial services. It is the wealth management companies, regardless of their size, that others will follow. The winners in the seven categories are:

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Digital Customer Engagement

  • Advisor focused: Atria Wealth Solutions
  • Customer Focused: BNP Paribas Wealth Management
  • Integration: Bank of America Merrill Lynch

Digital Initiative of the Year

  • North America: RBC Wealth Management US
  • Europe: Formula

Sustainable Investing Impact Report

  • North America: Morgan Stanley
  • Europe: Aviva plc

Digital Startup of the Year

  • Investment management: ALLINDEX
  • Tips: Bento Engine Inc.

Financial well-being: Goldman Sachs

Sales support/Prospecting: Caixabank

Digital Asset Provider: SEBA Bank

“This year’s Impact Awards clearly demonstrate that wealth management firms around the world have been very focused on tailoring their proposition to the specific needs of individual end clients over the past few years,” says Alois Pirker, Director of the wealth management of the Aite-Novarica group. “A wide range of client touchpoints are being personalized, ranging from reports to clients, advice, investment strategies (which are tailored to a client’s ESG beliefs), and last but not least the digital experience that maximizes end-customer engagement,” he adds.

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A global panel of six external digital wealth management experts selected the winners based on the following criteria, which were considered when scoring each entry:

  • Level of innovation and competitive advantage
  • Market needs assessment
  • Impact on customer experience
  • Impact on customer operational efficiency
  • Level of new revenue opportunities for the organization
  • Impact on customer retention/attracting new customers
  • Customer base scalability level
  • Future roadmap

The identification of an Aite-Novarica Group award winner or finalist does not constitute an endorsement by Aite-Novarica Group of any supplier, product or service.

To request additional information about the Aite-Novarica Group Digital Wealth Management Impact Awards, please contact us at [email protected]

About Aite-Novarica Group:
Aite-Novarica Group is a global research and advisory firm that provides comprehensive and actionable advice on business, technology and regulatory issues and their impact on the financial services industry. With our expertise in banking, payments, insurance, wealth management and capital markets, we support financial institutions, technology providers and consultancies around the world. We partner with our clients, revealing their blind spots and providing insights to make their businesses smarter and stronger. Visit us on the web and connect with us on Twitter and LinkedIn.

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