CORE BANKING

Fieldpoint Private Wins Three Global Private Banking Innovation Awards

Fieldpoint Private | July 29, 2022 | Read time : 04:00 min

Private Banking Innovation Awards
Fieldpoint Private, the fast-growing private bank serving entrepreneurs, families, businesses and institutions, received three honors from the Global Private Banking Innovation Awards, 2022. The firm was recognized as Best Boutique Private Bank – global, Best Pure Play Private Bank - United States, and honored in the Strategy and Technology award category for Most Innovative Business Model.

Collectively, the awards recognize innovation in advisor capabilities, the use of technology to nurture long-term client engagement, strength in digital solutions, and performance. The Best Boutique award is Fieldpoint Private’s second such global recognition in 2022.

“It is extremely gratifying to be recognized among the top private banks, wealth managers and asset managers in the world,” said Russ Holland, President and CEO of Fieldpoint Private.

“It is extremely gratifying to be recognized among the top private banks, wealth managers and asset managers in the world,” said Russ Holland, President and CEO of Fieldpoint Private. “These awards, judged by an esteemed panel of our peers, underscore our commitment to using digital innovation to empower human advice in meeting the sophisticated needs of our ultra-high-net worth clients in all categories. We are beyond honored to be selected.”

Presented annually by the Global Private Banker and sister publication, The Digital Banker, the Global Private Banking Innovation Awards recognize and celebrate the world’s best private banks, wealth managers and asset managers that champion innovation across advisory, services, product, customer experience and more. The awards are co-judged by senior leaders from consultancies, family offices, tax service providers, fund houses and asset managers from around the world.

About Fieldpoint Private
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) has more than $1.6 billion in bank assets and provides personalized, custom private banking and wealth transfer services. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private develops a comprehensive understanding of our clients’ individual financial circumstances and furnishes comprehensive advice and personal service to free up the one resource that regardless of means no one can ever have enough of: time.

Spotlight

Vertex delivers powerful connectors that enable tax calculations for your Salesforce CRM system, eCommerce platform, billing system, or quoting tool to ensure tax data is calculated correctly in real time. In this eBook, you will learn how we partner with Salesforce to: Automates tax calculation and the maintenance of tax data E


Other News

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Dom Nicastro | April 03, 2020

Read More

Spotlight

Vertex delivers powerful connectors that enable tax calculations for your Salesforce CRM system, eCommerce platform, billing system, or quoting tool to ensure tax data is calculated correctly in real time. In this eBook, you will learn how we partner with Salesforce to: Automates tax calculation and the maintenance of tax data E

Resources