The award winners and finalists were selected 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 opportunity for the organization Impact on customer retention/new customer attraction Level of scalability across customer base Future roadmap “The current pandemic puts traditional wealth management service models to the test and has dramatically increased the industry’s appreciation for and awareness of leading-edge digital engagement. That is why we are excited to recognize and celebrate innovative financial services firms that are shaping the future of digital wealth management,” states Alois Pirker, research director at Aite Group. “Their vision and creativity are enabling better customer experiences by offering new levels of service and efficiency,” he adds. The winners were selected by a global panel of six external experts on digital wealth management. The identification of an Aite Group award winner or finalist is not an endorsement by Aite Group of any vendor, product, or service.

https://aitegroup.com/aite-group-announces-winners-2020-digital-wealth-management-impact-innovation-awards