This year’s top PR campaigns (and stars in the tech category)

MARCH 31, 2022

Highlighting the 2021 Awards Winners and
Wealthies Circle Members

CATEGORIES OF PR FIRMS AND
TECHNOLOGY PROVIDERS

The New Skool Podcast

While inclusivity, authenticity and vulnerability are all hot topics, no one shows you how to exemplify them. The New Skool podcast is an innovative platform that introduces a new, necessary conversation to the industry.

The Conversations That Matter Project

Dubbed Mastering The Conversation, this campaign was designed to build share-of-mind and trust between Allianz and a highly-targeted group of independent financial advisors who have been historically reticent to adopt certain products due to old perceptions.

Invest in Others Awards Virtual Campaign

To fill the vacuum brought on by COVID-19, JConnelly transformed the canceled high-profile 2020 Invest in Others Charitable Foundation (IiO) annual gala honoring financial advisors’ charitable efforts into a months-long digital campaign, culminating in a virtual IiO Awards Week.

Social Security Digital Prospecting Series

After analyzing data from the uber-successful Social Security Lead Generation campaign, Snappy Kraken added two additional automated digital marketing campaigns to help advisors generate interest, start conversations, and create new appointment opportunities with warm prospects.

Riskalyze Campaign

Three Crowns wanted to create a campaign that would celebrate advisors who make a difference in people’s lives every day. The “Be the Advisor” campaign ties together content and advertising to position Riskalyze as a partner for those advisors who want to change the world.

Gerber Kawasaki Diversity and Inclusion Campaign

To help Gerber Kawasaki better serve the broader investing public, align its work with its core values, and make sure its public profile reflects its headquarters of Los Angeles, Haven Tower created a diversity and inclusion campaign for the firm.

AI Business Support System

Benjamin implement Natural Language Processing and simplistic Robotic Process Automation to act on data and eliminate tasks, as opposed to creating them, in order to give time back to its operations and administrative teams with a software solution that leverages AI capabilities.

Wealth Management Bill Paying Services

Bill.com launched a new offering for wealth management firms supporting high-net-worth clients – a solution that enables firms to shift from a cumbersome and time-intensive approach to an automated and secure bill payment process.

API Strategy

With a focus on deploying more APIs for highly connected financial institutions, eMoney partnered with Akoya ®, a financial data access network connecting financial institutions and data recipients by becoming the first data aggregator to join the Akoya Data Access Network.

Asynchronous Processing

Asynchronous Processing improves advisory workflow efficiency by allowing the off-loading of longer running processes, such as billing, to a server-based services layer, thereby freeing up the advisor, and the Panoramix application, for other work in the interim.

Meeting Documentation Workflow Software

This solution eliminates manual meeting agenda and notetaking methods by having a repeatable and scalable system that is easy to adopt by the advisor and team – saving them at least 50% of their time and helping them communicate their value faster and better with their clients.

Advisor Transitions Solution

The Skience Advisor Transitions Solution cuts the time and effort required for the transition process, which involves a series of time-consuming, paper-intensive, highly manual tasks, while ensuring advisors and firms complete the process in compliance with applicable rules and regulations.

Digital Asset Trading Solution

AdvisorPeak became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets, allowing advisors to custody, trade, and rebalance digital assets on behalf of their clients while providing customers with a range of services.

Advent Genesis

Built in the cloud, Advent Genesis enables portfolio managers and their teams to manage strategies and models, monitor and correct drift, customize portfolios, create trade orders, and implement changes across multiple portfolios with unmatched speed.

Platform Enhancements

Users of VestmarkONE’s Trading Engine efficiently manage and execute trades with connectivity to all major custodians and manage high volumes of trades with different counterparties in accordance with rotations, at scale.

Holistic Risk Tolerance and Client Profiling

As the Andes Wealth Platform expands, the Risk Tolerance Test has become a linchpin connecting all modules. The portfolio visualizer now illustrates how a properly constructed portfolio can be mis-aligned temporarily but still aligned over longer timeframe.

Client Profiling and Loss Simulation

Cy is an enterprise-grade robo advisory platform that pairs human financial advice with machine-optimized portfolios. Streamlined client profiling quickly helps an advisor develop individualized benchmarks for required return and loss tolerance.

Personalized Planning Platform

Positivly combines the principles of positive psychology with modern wealth management to help individual investors and those served by advisors uncover their unique financial mindset, creating stronger connections between people and their wealth – and better outcomes for advisors and clients.

Advisor Marketing Research Report

The data in this report – the most comprehensive report and data analysis ever conducted on adviser-specific digital marketing – reflects actual performance and audience insights from over 38,000 digital marketing campaigns run by financial advisers and firms throughout the U.S.

Property and Casualty Insurance

Asset-Map updated its platform with the ability to add information on personal property and liability coverage for clients and prospects. P&C coverage now appears in an all-new drop-down menu list so advisors can quickly find the right Insurance Types that they want to add.

Retirement Income Technology

Incredibly valuable during COVID-19, IncomeConductor’s retirement income technology redefined the financial planning process by allowing financial advisors to engage their clients in real-time over Zoom in creating and modifying their retirement income plan.

Holistic Retirement Income Disbursal Capability

Income Discovery’s new Executive Concierge provides disbursal instructions to help advisors source their client’s retirement Income. Executing against a selected income plan, advisors get clear instructions on planned annual disbursals, unplanned disbursals and Roth conversions.

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