CELENT Awards 2022 Model Wealth Manager Award Winner Press Release Datasheet

June 4, 2024
CELENT

MODEL WEALTH MANAGER
AWARD WINNER PRESS RELEASE GUIDELINES
Model Awards 2022

MODEL WEALTH MANAGER AWARD WINNER PRESS RELEASE GUIDELINES

Winners of the Celent Model Wealth Manager Awards are free to issue a press release announcing this achievement. However, in order to ensure accuracy and consistent messaging across all of our winners, we at Celent ask that each company wishing to issue a release send it to pr@celent.com for review and approval.
In order to help guide the release writing process, below are some wording examples you can use to ensure swift approval.
Wording examples on being recognized with an award:

  • [COMPANY X] has been recognized by Celent as a winner of a Model Wealth Manager award for [AWARD NAME]. Celent is a global research and advisory firm for the financial services industry.
  • [COMPANY X] has won a Celent Model Wealth Manager [AWARD NAME] award. Celent is a global financial services research and advisory firm.

Wording example on explaining what the awards are:

  • Celent’s Model Wealth Manager Awards recognize the best practices of technology usage in different areas critical to success in wealth management. Nominations are submitted by financial institutions and undergo a rigorous evaluation process by Celent analysts. Celent judges submissions on three core criteria: demonstrable business benefits of live initiatives; the degree of innovation relative to the industry; and the technology or implementation excellence.
  • Celent’s award program recognizes financial institutions as `model wealth managers’ for their outstanding technology initiatives. In order to win, the initiatives must demonstrate clear business benefits, innovation, and technology or implementation excellence.

Example Quote from an analyst (all quotes from Celent should be provided by an analyst):

  • According to Jean Sullivan, Head of Wealth Management at Celent: “The Model Wealth Manager Awards recognize how institutions are using technology to change the face of wealth management. These firms should serve as an inspiration to others looking for strong examples of best practice implementation that will have a truly meaningful impact on business results and the industry overall. The entry from [COMPANY X] clearly demonstrated this.”

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Documents / Resources

| CELENT Awards 2022 Model Wealth Manager Award Winner Press Release [pdf] Datasheet
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