The program honors outstanding achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experiences.

NEW YORK, April 11, 2024 /PRNewswire-PRWeb/ — Financial Planning, Arizent’s leading information resource for decision makers in wealth management, opens nominations for its new recognition program, the Innovation Awards. The brand-new initiative honors and celebrates outstanding achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experiences.

From marketing and automation to client engagement and investment strategies, the Innovation Awards cover a number of different categories. There’s also a segment dedicated specifically to AI solutions providers. Nominees are required to provide detailed case studies outlining their initiatives (for wealth management firms) or AI solutions (for vendors), including objectives, methodologies, outcomes and key learnings.

“We are thrilled to shine a spotlight on the amazing innovation that’s driving real transformation in wealth management,” says Brian Wallheimer, Editor-in-Chief at Financial Planning. “It’s also fitting that the winners will be revealed and celebrated at our brand-new conference, ADVISE AI, in Vegas this October.”

Financial Planning’s ADVISE AI is the only wealth management conference 100% focused on artificial intelligence and its uses in the industry. The event will take place in Las Vegas, NV, at The Encore at Wynn on October 9–10, 2024. Registration for the conference is now open and its VIP Advisory Council has been announced.

Submissions for the Innovation Awards will close on May 31, 2024. A panel of judges that includes industry leaders, AI specialists, academics and journalists will then evaluate the nominations. Winners will be announced during a dedicated ceremony at ADVISE AI.

To learn more about the guidelines and selection process, and to submit your nomination, visit: https://www.financial-planning.com/news/financial-planning-innovation-awards-will-honor-ai-fintech-and-wealth-management-firms

About Financial Planning

Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements.

About Arizent

Arizent is a business information company that advances professional communities by providing insights and analysis and convening industry leaders. The company uses deep industry expertise and a data-driven platform to deliver its services, which include subscriptions, marketing services, live events and access to Leaders, an executive forum. Arizent also connects business communities through leading financial services brands like American Banker, The Bond Buyer, Financial Planning and National Mortgage News, as well as professional services brands like Accounting Today, Employee Benefit News and Digital Insurance.

Media Contact

Aaron Boscanin, Arizent, 212-803-8500, aaron.boscanin@arizent.com, www.Arizent.com

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SOURCE Arizent