Ameriprise Financial Earns Technology Innovation Award for its Exclusive eMeeting Capability
18 Marzo 2024 - 7:08PM
Business Wire
The Bank Insurance and Securities
Association (BISA) recognized Ameriprise as a leader in technology
and innovation at their 2024 annual convention
Ameriprise Financial (NYSE: AMP) today announced it received the
Bank Insurance and Securities Association (BISA) Technology and
Innovation Award for its exclusive eMeeting capability, which
financial advisors use to simplify and enhance their meeting-prep
process. With e-Meeting, Ameriprise financial advisors and their
staff can create fully-customized and professionally-branded client
presentations, freeing them up to spend more time with clients and
grow their practices. eMeeting is fully integrated into the firm’s
Customer Relationship Management (CRM) system and has been used by
Ameriprise advisors to create more than 1 million client
presentations since being introduced in 2022.
“At Ameriprise, we consistently invest in the firm’s technology
capabilities to ensure our tools and systems are fully integrated
and create an elevated, intuitive experience for our advisors and
clients,” said Gerard Smyth, Chief Information Officer at
Ameriprise. “Meeting prep is one of the most time-consuming
tasks financial advisors must do. With eMeeting, we’ve been able to
streamline this process, while enhancing the meeting experience for
clients. We’re constantly hearing from financial advisors and our
institutional partners that our capabilities, like eMeeting, are a
real differentiator in the marketplace, and we’re honored to be
recognized as a technology innovator by BISA.”
With this award, BISA recognizes firms that are advancing
products, services and platforms across the industry through
technology innovation. Click here for more on the BISA Technology
Innovation Award.
To learn more about Ameriprise’s integrated technology
capabilities, visit
Ameriprise.com/careers/experienced-financial-advisors.
About Ameriprise Financial At Ameriprise Financial, we
have been helping people feel confident about their financial
future for more than 125 years. With extensive investment advice,
asset management and insurance capabilities and a nationwide
network of approximately 10,000 financial advisors, we have the
strength and expertise to serve the full range of individual and
institutional investors’ financial needs. For more information, or
to find an Ameriprise financial advisor, visit ameriprise.com.
About Ameriprise Financial Institutions Group (AFIG) With
more than 30 years[1] serving the investment program needs of banks
and credit unions, Ameriprise Financial Institutions Group brings a
depth of understanding, experience, and knowledge to the financial
institutions space – helping deliver value for clients/members
while driving revenue for the affiliated institutions. To find out
why institutions are partnering with Ameriprise, visit
ameriprise.com/afig.
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[1] Investment Professionals, Inc (IPI) was founded in 1992 and
specialized in the on-site delivery of investment programs for
financial institutions. Ameriprise Financial, Inc. acquired IPI in
2017, bringing together the years of experience of the two
organizations.
The Bank Insurance & Securities Association issued the 2024
BISA Technology Innovation Award to recognize the advancement of
the financial services industry's products, services and platforms
through technology innovation. The BISA Awards Committee, comprised
of members of the BISA Board of Directors, evaluated submissions
based on the product/service advancement of the financial services
industry. The Ameriprise Financial Institutions Group received the
2024 BISA Technology and Innovation Award for eMeeting technology.
Ameriprise did not pay a fee to be evaluated nor promote this
recognition. For more information, visit
https://www.bisanet.org/page/TechnologyAward.
Ameriprise Financial and BISA are not affiliated.
Investment advisory products and services are made available
through Ameriprise Financial Services, LLC, a registered investment
adviser.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240318406384/en/
Alison Mueller, Media Relations 612-678-7183
Alison.G.Mueller@ampf.com
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