Professional Wealth Management
November 1, 2023

Wealth Tech Awards 2024: Categories

By PWM

Best Client Reporting Platform

Best CRM for Private Banking

Best Digital Innovator of the Year

Best Digital Private Bank (NEW FOR 2024)

Best Private Bank for Big Data Analytics and AI

Best Private Bank for Client Acquisition

Best Private Bank for Culture and Vision

Best Private Bank for Cyber Security

Best Private Bank for Digital Customer Experience

Best Private Bank for Digital Marketing & Communication

Best Private Bank for Digital Portfolio Management

Best Private Bank for Digital Wealth Planning

Best Private Bank for Digitally Empowering Relationship Managers

Best Private Bank for ESG Technology

Best Private Bank for Self-directed Investments

Best Private Bank for use of RegTech

Best Private Bank for use of Technology

GLOBAL CATEGORIES

Companies can apply for any of the above categories globally.

To apply a private bank needs to have an onshore presence in at least 3 regions (such as Europe, Asia, Middle East)

REGIONAL CATEGORIES

The award categories above are also available for the following regions:

  • Africa
  • Asia
  • Australasia
  • Central and Eastern Europe
  • Europe
  • Latin America
  • Middle East
  • North America

COUNTRY CATEGORIES

NEW FOR 2024...

The award categories below...

1) Best Private Bank for use of Technology

2) Best Private Bank for Digital Customer Experience

3) Best Private Bank for Digitally Empowering Relationship Managers

4) Best Digital Innovator of the Year

5) Best Digital Private Bank

Are also available for the following countries:

Andorra
Australia
Austria
Bahrain
Belgium
Bermuda
Brazil
Bulgaria
Canada
Chile
China
Colombia
Croatia
Czech Republic
Denmark
Finland
Kuwait
France
Georgia
Germany
Ghana
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Italy
Kazakhstan
Kenya
Korea
Lebanon
Liechtenstein
Luxembourg
Malaysia
Mauritius
Mexico
Monaco
Morocco
Netherlands
New Zealand
Nigeria
Norway
Oman
Poland
Portugal
Romania
Saudi Arabia
Singapore
Slovakia
South Africa
Spain
Sweden
Switzerland
Taiwan
Thailand
Turkey
United Kingdom
Ukraine
United Arab Emirates
United States

Please note: It is important that banks that enter country awards for the following 5 categories automatically enter the regional awards for the same category, ie, if a bank applies for best private bank for use of technology in Spain, it should automatically appear in the category of best private bank for use of technology in Europe. This is because it is unlikely we will have many country awards and it will make judging very complicated if we do not have those banks's country awards grouped under the regional category.

Each private bank can enter a maximum of FIVE categories. If an institution indicates more than three categories, the judges will take into consideration the first three only.

The judges can decide to reward private banks in additional categories/areas to those entered.

How to enter

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