The 2023 Impact Awards in Wealth Management recognize six standout firms for technology-driven innovation. Merrill Lynch won for Advisor Enablement with its Client Engagement Workstation. Bernstein Private Wealth earned the AI award for Sanford, its chatbot that enhances advisor knowledge using natural language processing. J.P. Morgan took the Client Engagement category for its integrated portfolio platform. CogniCor was named Wealthtech Startup for its AI-powered assistant. The Bancorp claimed Product Innovation for its AI-based client persona and liquidity engagement strategy. Pershing X won Technology Transformation for its greenfield Wove advisor desktop.

Join for free to read