JEMSTEP IS HONORED TO BE A RECIPIENT OF THE 2020 BISA TECHNOLOGY INNOVATION AWARD

April 2020

The Bank Insurance & Securities Association Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. Learn more about the award here.

"BISA is proud to recognize these distinguished individuals and organizations for their contributions to the industry," said BISA Executive Director Jeff Hartney. "This year's slate of award recipients have been integral to the success and advancement of BISA."

The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. 

The Jemstep team is proud of our recent enhancements and recognition from BISA on the following: 

  • Goal-based approach to digital wealth management is integrated within the bank's service model and systems to promote better client outcomes through an alignment of financial goals, saving and spending decisions, and appropriate investment portfolios.
  • Seamless onboarding and deep integrations enable wealth management firms to transform their businesses to provide investors with personalized service and the convenience of 24/7 access. 
  • Modernizing the compliance process for a digital wealth management offering can add efficiencies for the bank overall while providing a better experience for advisors and clients.

To learn more about Jemstep’s recent enhancements, please contact us. We’d love to meet with you.