Honoring the best of the best in Affluent Banking
The mass affluent space is growing faster than ever and its share of global wealth is even more than the high net worth. However, these customers remain oversold and underserved. The BENCHMARK Wealth Management Awards – Affluent Client category is designed to assist mass affluent customers identify providers who put them in the forefront by adopting highest commitment to governance, client servicing initiatives, product offerings and implementation of technology.
Crossing every spectrum of wealth management needs
Categories customized along the 5 pillars of Products, Governance, Customer Care, Digital, and Marketing
360° Assessment of a Bank’s Capability
Engaging professional veterans, industry peers and customers – throughout all stages of the competition
All submissions will be reviewed by BENCHMARK first to screen out those who haven’t met the basic requirements. Then the short-listed finalists will be sent to the judging panel for assessment.
This process welcomes staff engagement to the awards. Companies shortlisted for these awards will be allowed to display a link on their websites to invite the public and their peers to vote for them.
For a few respective categories, employees are asked to offer endorsements on an anonymous basis, and providing comments and input where the employers can improve.
Based on the aggregated scoring at multiple stages, a maximum of three finalists will be shortlisted to compete for the Best-in-Class title. Runners up are awarded the Outstanding Achiever title. Please note that some categories have only one winner.
Based on the judges’ aggregated scoring, a maximum of THREE finalists will be shortlisted to compete for the Company of the Year title. Judges will consider overall achievement between different categories and overall leading scoring
3 shortlisted Providers to compete for the highest honor of the Year
Calculating the total number of Categories and the variety
Illustrating the winning margins as Best-in-Class and the next Runner(s) up within their respective categories’
Measuring netizens perception of the bank and their engagement with the brand
Judges exercising his/her own discretions and assessing the overall performances and will cast their votes by order of preferences – 5 being the highest. The company with the highest score will be named Company of the Year.