Honorees of the recognition program will be celebrated in Las Vegas at Financial Planning’s new ADVISE AI conference, where one tech firm winner and one wealth management firm winner will be revealed as Innovators of the Year

NEW YORK, Sept. 5, 2024 /PRNewswire-PRWeb/ — Financial Planning, Arizent’s leading information resource for decision makers in wealth management, announces the nine winners for the inaugural Innovation Awards, which includes five tech firms and four wealth management firms. One winner from each category will be selected and announced as Innovators of the Year at Financial Planning’s new ADVISE AI conference, which takes place October 9-10, 2024, in Las Vegas, Nevada.

The new Innovation Awards honor and celebrate outstanding achievements in developing technology — most notably AI — and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experiences.

“We recognized the significance of AI for the wealth management industry immediately,” says Brian Wallheimer, Editor-in-Chief at Financial Planning. “Since then, our goal has been to shine a light on the ways financial advisors can leverage this technology to scale their businesses and streamline operations, as well as connect with their clients to help them achieve their financial needs. Now we’re recognizing companies that are taking big steps toward bringing that technology into the industry or implementing it in forward-looking ways. They are true innovators.”

The five tech firm winners are:

• Innovation in Client Onboarding Technology – DNA Behavior
• Innovation in Marketing Technology – Snappy Kraken
• Innovation in Portfolio and Investment Strategy – Orion
• Innovation in Lead Generation Technology – WEALTHAWK
• Innovation in Specialized Planning Technology – FP Alpha

The four wealth management firm winners are:

• Innovation in Automation – Savvy Wealth
• Innovation in Marketing – RBC Wealth Management – U.S.
• Innovation in Client Engagement – RBC Wealth Management – U.S.
• Innovation in Professional Development – Nationwide

Registration for Financial Planning’s ADVISE AI conference, where the honorees will be celebrated, is open to everyone in the sector. The brand-new event is designed to guide wealth management leaders in leveraging AI to scale operations and improve client engagement.

Submissions for the Innovation Awards were reviewed by Financial Planning editors and reporters. Read more about the companies and their contributions to wealth management here: https://www.financial-planning.com/2024-innovation-awards

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