Impact Innovation Awards

Digital Wealth Management

The winners of Aite Group’s Impact Innovation Awards for Wealth Management are leading the industry by identifying and implementing new products, capabilities, and/or levels of automation and effectiveness that are bringing our industry one step closer to next generation financial services. They are the financial institutions, regardless of size, that others will follow.

Categories for Consideration:

  • Digital Investment Management Offering: Investment management offering delivered on a fully self-service basis to retail investors, without a human advice component beyond operational support.
  • Hybrid Advice Offering: Investment management offering delivered on a self-service basis to retail investors, with human advice being part of the value proposition.
  • Digital Multi-Product Offering: Financial services offerings incorporating investment management with other financial products such as (but not limited to) banking, insurance, etc.
  • Digital Initiative of the Year: Digital transformation project completed within the last 18 months.
  • Digital Startup of the Year: Digital startup launched within the last 3 years.

 Requirements for Participation

  • Only financial institutions or vendors with explicit consent from their financial institution clients can submit the nominations. Nominated innovations must be in production.
  • All nominees must have financial institution offerings that are primarily digital-based and meet the stated criteria of the respective award. Financial institution offerings may be submitted to multiple award categories if relevant.

The nominations window for the Digital Wealth Management Impact Innovation Awards is now closed. The winners were announced on July 15, 2020 during Aite Group's virtual Digital Transformation in Wealth Management Roundtable & Networking Forum 2020.


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