PWM's Wealth Tech Awards 2023 | Financial Times | TBA, London, UK

PWM's Wealth Tech Awards recognise the prominent role of technology in private banking.

Qualitative and quantitative information is gathered from private banking groups, to be able to give a set of awards for excellence in the use of technology and digital communication.

Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience.

Global Categories*
• Best client reporting platform
• Best CRM for private banking
• Best digital innovator of the year
• 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 service
• Best private bank for digital marketing & communication
• Best private bank for digital portfolio management
• Best private bank for digital talent
• 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

Regional / Country 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

2022 Winners

Global Winners

Best CRM for private banking
• J.P. Morgan Private Bank

Best private bank for culture & vision
• BNP Paribas Wealth Management

Best private bank for digitally empowering RMs
• UBS

Best private bank for Big Data analytics and AI
• Citi Private Bank

Best private bank for digital portfolio management
• UBS

Best private bank for digital customer service
• BNP Paribas Wealth Management

Best private bank for use of technology
• Citi Private Bank

Best digital innovator of the year
• China Merchants Bank

Best digital leader
• Mariam Rassai, Head of Client Experience and Digital Transformation, BNP Paribas Wealth Management

Asia-Australasia Winners

Best private bank for digital marketing & communication, Asia
• KASIKORNBANK PCL.

Best private bank for Big Data analytics and AI, Asia
• Taishin International Bank

Best private bank for client acquisition, Asia
• Axis Bank

Best CRM for private banking, Asia
• DBS Bank

Best private bank for digitally empowering RMs, Asia
• CTBC Bank

Best private bank for digital wealth planning, Asia
• Siam Commercial Bank PCL.

Best private bank for digital portfolio management, Asia
• ICBC Private Banking

Best private bank for digital customer service, Asia
• Industrial Bank Co. Ltd.

Best private bank for use of technology, Asia
• DBS Bank

Best digital innovator of the year, Asia
• Taipei Fubon Bank

Africa & Middle East Winners

Best private bank for client acquisition, Middle East
• Mashreq Bank

Best private bank for digital customer service, Africa
• Nedbank

Best private bank for use of technology, Africa
• Investec

Europe & CEE Winners

Best private bank for ESG technology, CEE
• OTP Private Banking

Best private bank for digitally empowering RMs, CEE
• UniCredit CE&EE Private Banking

Best client reporting platform, CEE
• Tatra Banka

Best private bank for client acquisition, CEE
• mBank S.A.

Best private bank for digital customer service, CEE
• Akbank Private Banking

Best private bank for use of technology, CEE
• UniCredit CE&EE Private Banking

Best digital innovator of the year, CEE
• TEB Private Banking

Best private bank for digital marketing & communication, Europe
• CaixaBank

Best private bank for Big Data analytics and AI, Europe
• CaixaBank

Best private bank for culture & vision, Europe
• Indosuez Wealth Management

Best private bank for self-directed investments, Europe
• Société Générale Private Banking

Best private bank for digitally empowering RMs, Europe
• Julius Baer

Best private bank for digital wealth planning, Europe
• Banca Generali

Best private bank for ESG technology, Europe
• Lombard Odier

Best private bank for digital portfolio management, Europe
• BPI Private

Best private bank for digital customer service, Europe
• BNP Paribas Fortis

Best private bank for use of technology, Europe
• BBVA Private Banking

Best digital innovator of the year, Europe
• SEBA Bank

The Americas Winners

Best private bank for digital marketing & communication, Latin America
• Bradesco Private Bank

Best private bank for digital portfolio management, Latin America
• Banco do Brasil Private

Best private bank for digital customer service, Latin America
• BTG Pactual

Best private bank for use of technology, Latin America
• BTG Pactual

Best private bank for digital marketing & communication, North America
• RBC Wealth Management

Best private bank for Big Data analytics and AI, North America
• Northern Trust

Best private bank for digitally empowering RMs, North America
• Bank of America

Best private bank for digital wealth planning, North America
• BNY Mellon Wealth Management

Best private bank for use of technology, North America
• Bank of America

Best digital innovator of the year, North America
• Bank of America