Workflow
Ameriprise Financial Earns Technology Innovation Award for its Exclusive eMeeting Capability
Ameriprise FinancialAmeriprise Financial(US:AMP) Businesswireยท2024-03-18 18:08

Core Insights - Ameriprise Financial has been awarded the 2024 BISA Technology and Innovation Award for its eMeeting capability, which enhances the meeting-preparation process for financial advisors [1][6] - The eMeeting tool allows advisors to create customized and branded client presentations, significantly improving efficiency and client engagement [1][2] - Since its launch in 2022, eMeeting has facilitated the creation of over 1 million client presentations by Ameriprise advisors [1] Company Overview - Ameriprise Financial has over 125 years of experience in providing financial services, including investment advice, asset management, and insurance [4] - The company operates a nationwide network of approximately 10,000 financial advisors, catering to a diverse range of individual and institutional investors [4] Technology and Innovation - The BISA Technology Innovation Award recognizes firms that advance the financial services industry through technological innovation [6] - Ameriprise's Chief Information Officer highlighted the importance of integrated technology in enhancing the advisor and client experience [2] - The eMeeting tool is fully integrated into Ameriprise's Customer Relationship Management (CRM) system, streamlining the meeting preparation process for advisors [1][2]