Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the prestigious WealthBriefing awards commend individuals and institutions demonstrating innovation and excellence in US and Canadian markets. Evaluating companies based on “independence, integrity and genuine insight,” the judges honored Appway for its innovative BPM-based solution that allows wealth managers to seamlessly onboard new clients and complex portfolios into their organizations. The panel of judges responsible for nominating and selecting recipients was comprised of experts from private banks and trusted advisors, as well as experts from the IT, philanthropy and investment management industries.
"It’s a great honor to be recognized and it’s a great testament to the hard work that our team has put into expanding the Appway footprint over the last 3 years,” said Glenn Bolstad, Appway’s Vice President of Sales in North America, on the award. “Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients and move us closer to our goal of being recognized as the global leader in client onboarding.”
The award ceremony was preceded by a full-day summit on strengthening data accuracy and streamlining client services and compliance procedures in today’s controlled, competitive and increasingly mobile financial realm. Over 150 family wealth office leaders, independent investors and technology providers participated in the afternoon events, showcasing the extraordinary range and depth of individual and institutional expertise in attendance. Appway’s Bolstad was invited to participate in an expert panel discussion with fellow ￼￼industry leaders in compliance and financial technologies. Discussing technology and operations, the group emphasized the critical challenges facing wealth managers and family offices today as a result of increasing industry regulations.
Appway was also the proud benefactor of the Women in Wealth Management Awards designed to honor female leadership in the financial industry. Bolstad announced Pitcairin CEO Leslie Voth the individual winner and U.S. Trust the institutional frontrunner.
Appway, the global leader in client onboarding for the finance industry, transforms ordinary process interactions into outstanding experiences at every touch point. Headquartered in Zürich and with offices in Ticino, Geneva, Hong Kong, New York and Singapore, Appway caters to 4 out of 5 top Wealth Management Institutions around the globe - offering specialized client onboarding solutions to more than 100 of the world's most recognized financial players in Europe, Asia and the Americas.
About ClearView Financial Media Ltd
ClearView Financial Media was founded by Managing Director, Stephen Harris, in 2004 to provide high quality “need to know” information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in London, New York, Hong Kong, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.